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.
28.16%
Cash & equivalents yoy growth at least 1.5x TWLO's 0.42%. Mohnish Pabrai might see this as a favorable liquidity edge, provided funds are well deployed.
-1.74%
Short-term investments yoy growth below half of TWLO's 5.67%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
14.36%
Cash + STI yoy ≥ 1.5x TWLO's 4.71%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
3.46%
Receivables growth less than half of TWLO's -7.10%. 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.
19.65%
Other current assets growth < half of TWLO's -14.12%. David Dodd sees a leaner approach to short-term items.
12.68%
≥ 1.5x TWLO's 1.65%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
3.87%
Below half TWLO's -6.28%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.04%
Higher Goodwill Growth compared to TWLO's zero value, indicating worse performance.
-5.02%
50-75% of TWLO's -6.72%. Bruce Berkowitz notes moderate intangible additions. Check if growth is organically driven.
-0.16%
Less than half of TWLO's -0.82%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-1.06%
Below half of TWLO's -5.15%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
No Data available this quarter, please select a different quarter.
-35.68%
Above 1.5x TWLO's -7.19%. Michael Burry warns of potential hidden liabilities or intangible bloat.
0.56%
Below half of TWLO's -1.71%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
4.64%
Below half of TWLO's -0.39%. Michael Burry sees a potential red flag for stagnation or capital shortage.
41.35%
Above 1.5x TWLO's 11.68%. 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.
-21.06%
Above 1.5x TWLO's -1.98%. Michael Burry questions if there's an abrupt jump in tax obligations or poor payment scheduling.
-4.54%
Below half of TWLO's 4.68%. Michael Burry suspects a big gap in pre-sales traction.
-5.65%
Less than half of TWLO's 463.69%. David Dodd sees fewer expansions in other current obligations.
2.04%
Less than half of TWLO's -4.43%. David Dodd sees a more disciplined short-term liability approach.
0.01%
Less than half of TWLO's 0.04%. David Dodd sees more deleveraging vs. competitor.
-4.33%
Both TWLO and the company show zero Non-Current Deferred Revenue Growth.
4.33%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to TWLO's zero value, indicating worse performance.
2.54%
Less than half of TWLO's -4.67%. David Dodd notes more conservative expansions in non-current obligations.
0.32%
Less than half of TWLO's -1.36%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
1.03%
Less than half of TWLO's -2.57%. David Dodd sees far fewer liability expansions relative to competitor.
-100.00%
Less than half of TWLO's 0.55%. David Dodd sees fewer share issuances vs. competitor.
10.63%
Below half TWLO's -4.49%. Michael Burry suspects major net losses or high dividends vs. competitor.
-14.49%
Less than half of TWLO's 12.52%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
6.60%
≥ 1.5x TWLO's 0.03%. David Dodd sees stronger capital base growth than competitor.
4.64%
Below half TWLO's -0.39%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-1.60%
Below half TWLO's -13.27%. Michael Burry suspects major underinvestment or forced divestment.
-0.00%
Less than half of TWLO's -1.34%. David Dodd sees less overall debt expansion vs. competitor.
-109.05%
Above 1.5x TWLO's -3.60%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
