743.76 - 757.57
479.80 - 796.25
8.25M / 11.73M (Avg.)
27.40 | 27.58
Identifies how quickly the company is scaling its balance sheet (via acquisitions, expansions, or debt). Strong growth, accompanied by sound fundamentals, can support long-term intrinsic value—while disproportionate debt expansion or bloated intangible assets can signal elevated risk.
-21.32%
Both companies show declining cash positions (-21.32% vs TWLO's -2.60%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-0.65%
Short-term investments yoy growth below half of TWLO's -5.50%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-8.10%
Cash + STI yoy ≥ 1.5x TWLO's -5.05%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-17.99%
Receivables growth less than half of TWLO's 5.14%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
No Data
No Data available this quarter, please select a different quarter.
-25.16%
Other current assets growth < half of TWLO's 19.20%. David Dodd sees a leaner approach to short-term items.
-11.87%
≥ 1.5x TWLO's -2.56%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
5.28%
Below half TWLO's -7.20%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
1.69%
Above 1.5x TWLO's 0.00%. Michael Burry warns of potential big write-downs if synergy fails.
5.80%
Less than half of TWLO's -6.15%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
1.86%
Less than half of TWLO's -0.85%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-0.55%
Below half of TWLO's -2.25%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
No Data available this quarter, please select a different quarter.
9.19%
Less than half of TWLO's -11.74%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
4.62%
Below half of TWLO's -1.82%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-0.67%
Below half of TWLO's -2.11%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-26.41%
Above 1.5x TWLO's -2.77%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
No Data
No Data available this quarter, please select a different quarter.
53.44%
Below half of TWLO's -1.54%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
0.88%
Below half of TWLO's -1.86%. Michael Burry suspects a big gap in pre-sales traction.
4.02%
Less than half of TWLO's 71.84%. David Dodd sees fewer expansions in other current obligations.
-6.09%
Above 1.5x TWLO's -2.44%. Michael Burry sees a red flag for liquidity risk vs. competitor.
0.02%
50-75% of TWLO's 0.04%. Bruce Berkowitz notes less new LT debt than competitor.
-4.19%
Both TWLO and the company show zero Non-Current Deferred Revenue Growth.
4.19%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to TWLO's zero value, indicating worse performance.
5.86%
Less than half of TWLO's -0.01%. David Dodd notes more conservative expansions in non-current obligations.
4.02%
Less than half of TWLO's -0.46%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-0.53%
Less than half of TWLO's -1.26%. David Dodd sees far fewer liability expansions relative to competitor.
3.24%
Higher Common Stock (Book Value) Growth compared to TWLO's zero value, indicating worse performance.
-5.49%
Below half TWLO's -13.84%. Michael Burry suspects major net losses or high dividends vs. competitor.
15.55%
Less than half of TWLO's 40.62%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.73%
Below half TWLO's -2.27%. Michael Burry sees potential underperformance in building shareholder capital.
-0.67%
Below half TWLO's -2.11%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-0.63%
Below half TWLO's -21.24%. Michael Burry suspects major underinvestment or forced divestment.
3.70%
Less than half of TWLO's -0.39%. David Dodd sees less overall debt expansion vs. competitor.
34.54%
Above 1.5x TWLO's 2.10%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
