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.
149.20%
Cash & equivalents yoy growth at least 1.5x TWLO's 6.34%. Mohnish Pabrai might see this as a favorable liquidity edge, provided funds are well deployed.
-4.74%
Short-term investments yoy growth 0.5-0.75x TWLO's -9.11%. Martin Whitman would be cautious about lagging liquidity buildup.
42.75%
Below half of TWLO's -6.62%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
13.28%
Receivables growth above 1.5x TWLO's 4.19%. Michael Burry would check for potential credit bubble or inflated top-line.
No Data
No Data available this quarter, please select a different quarter.
-9.93%
Other current assets growth < half of TWLO's 13.46%. David Dodd sees a leaner approach to short-term items.
32.54%
Below half of TWLO's -3.95%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
3.97%
Below half TWLO's -10.07%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.05%
Less than half of TWLO's -0.78%. David Dodd might see less intangible risk, assuming stable revenue growth.
-9.80%
1.1-1.25x TWLO's -8.78%. Bill Ackman wonders if the firm invests more in intangible IP or capitalizes R&D aggressively.
-0.38%
Less than half of TWLO's -1.83%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
0.66%
Below half of TWLO's -3.98%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
No Data available this quarter, please select a different quarter.
18.27%
Less than half of TWLO's -8.79%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
3.88%
Below half of TWLO's -2.72%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
12.03%
Below half of TWLO's -3.21%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-15.77%
50-75% of TWLO's -22.83%. Bruce Berkowitz notes the company is paying suppliers faster or not stretching terms as competitor does.
No Data
No Data available this quarter, please select a different quarter.
62.64%
Below half of TWLO's -13.61%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
30.24%
≥ 1.5x TWLO's 2.14%. David Dodd sees stronger subscription/prepayment demand.
25.05%
Less than half of TWLO's -19.98%. David Dodd sees fewer expansions in other current obligations.
17.89%
Less than half of TWLO's -3.63%. David Dodd sees a more disciplined short-term liability approach.
85.21%
Above 1.5x TWLO's 0.04%. Michael Burry suspects significant leverage additions. Check coverage.
-5.07%
Both TWLO and the company show zero Non-Current Deferred Revenue Growth.
5.07%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to TWLO's zero value, indicating worse performance.
-3.74%
Less than half of TWLO's -19.62%. David Dodd notes more conservative expansions in non-current obligations.
24.53%
Less than half of TWLO's -1.97%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
21.71%
Less than half of TWLO's -2.63%. David Dodd sees far fewer liability expansions relative to competitor.
3.94%
Less than half of TWLO's -2.69%. David Dodd sees fewer share issuances vs. competitor.
11.00%
Below half TWLO's -14.03%. Michael Burry suspects major net losses or high dividends vs. competitor.
-4.19%
Less than half of TWLO's 16.22%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
7.40%
Below half TWLO's -3.32%. Michael Burry sees potential underperformance in building shareholder capital.
12.03%
Below half TWLO's -3.21%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-3.70%
Below half TWLO's 10.73%. Michael Burry suspects major underinvestment or forced divestment.
31.34%
Less than half of TWLO's -1.68%. David Dodd sees less overall debt expansion vs. competitor.
-53.61%
Above 1.5x TWLO's -10.35%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
