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.
13.48%
Cash & equivalents growing 13.48% while TWLO's declined -3.24%. Peter Lynch would see this as a sign of superior liquidity management.
-2.86%
Short-term investments yoy growth below half of TWLO's 5.55%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
7.00%
Cash + STI yoy ≥ 1.5x TWLO's 4.01%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
24.92%
Receivables growth above 1.5x TWLO's 1.00%. Michael Burry would check for potential credit bubble or inflated top-line.
No Data
No Data available this quarter, please select a different quarter.
-12.02%
Other current assets growth < half of TWLO's 0.68%. David Dodd sees a leaner approach to short-term items.
8.91%
Below half of TWLO's -0.80%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
4.84%
Below half TWLO's -5.90%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
-0.07%
Higher Goodwill Growth compared to TWLO's zero value, indicating worse performance.
-3.08%
Less than half of TWLO's -48.36%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-0.18%
Less than half of TWLO's -5.54%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-0.02%
Below half of TWLO's -4.74%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
No Data available this quarter, please select a different quarter.
24.25%
Less than half of TWLO's 61.27%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
4.61%
Below half of TWLO's -2.96%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
6.17%
Below half of TWLO's -2.09%. Michael Burry sees a potential red flag for stagnation or capital shortage.
10.91%
50-75% of TWLO's 14.55%. 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.
-20.68%
Above 1.5x TWLO's -7.88%. Michael Burry questions if there's an abrupt jump in tax obligations or poor payment scheduling.
1.08%
Below half of TWLO's -1.00%. Michael Burry suspects a big gap in pre-sales traction.
-4.57%
Exceeding 1.5x TWLO's -0.88%. Michael Burry suspects ballooning short-term obligations vs. competitor.
4.68%
Above 1.5x TWLO's 1.68%. Michael Burry sees a red flag for liquidity risk vs. competitor.
0.01%
Less than half of TWLO's 0.04%. David Dodd sees more deleveraging vs. competitor.
-10.85%
Both TWLO and the company show zero Non-Current Deferred Revenue Growth.
10.85%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to TWLO's zero value, indicating worse performance.
9.50%
Similar yoy changes to TWLO's 9.00%. Walter Schloss sees parallel expansions in other LT liabilities.
3.79%
Less than half of TWLO's -1.16%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
4.16%
Less than half of TWLO's -0.06%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
9.13%
Below half TWLO's -10.64%. Michael Burry suspects major net losses or high dividends vs. competitor.
39.40%
Less than half of TWLO's 101.17%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
7.21%
Below half TWLO's -2.47%. Michael Burry sees potential underperformance in building shareholder capital.
6.17%
Below half TWLO's -2.09%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-2.28%
Below half TWLO's 24.22%. Michael Burry suspects major underinvestment or forced divestment.
2.81%
Less than half of TWLO's -0.72%. David Dodd sees less overall debt expansion vs. competitor.
-587.67%
Less than half of TWLO's 2.64%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
