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.
-22.62%
Cash & equivalents declining -22.62% while TWLO's grows 2.54%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
9.65%
Short-term investments yoy growth below half of TWLO's -6.02%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-11.01%
Cash + STI yoy ≥ 1.5x TWLO's -4.62%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-16.94%
Receivables growth above 1.5x TWLO's -3.88%. Michael Burry would check for potential credit bubble or inflated top-line.
No Data
No Data available this quarter, please select a different quarter.
-0.34%
Other current assets growth < half of TWLO's -5.81%. David Dodd sees a leaner approach to short-term items.
-11.76%
≥ 1.5x TWLO's -0.56%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
2.35%
Below half TWLO's -4.74%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
No Data
No Data available this quarter, please select a different quarter.
5.20%
Less than half of TWLO's 21.78%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-3.68%
Less than half of TWLO's 1.36%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
15.80%
≥ 1.5x TWLO's 0.95%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
No Data
No Data available this quarter, please select a different quarter.
-4.96%
Less than half of TWLO's -59.18%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
2.26%
Below half of TWLO's -4.26%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-2.95%
Similar yoy to TWLO's -2.76%. Walter Schloss sees parallel expansions. Evaluate the quality of these assets.
-21.94%
50-75% of TWLO's -31.28%. 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.
33.05%
Below half of TWLO's -6.51%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
-60.99%
≥ 1.5x TWLO's -1.47%. David Dodd sees stronger subscription/prepayment demand.
-32.19%
Less than half of TWLO's -90.39%. David Dodd sees fewer expansions in other current obligations.
-12.07%
Above 1.5x TWLO's -3.21%. 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.
352.81%
Higher Non-Current Deferred Revenue Growth compared to TWLO's zero value, indicating better performance.
2.59%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to TWLO's zero value, indicating worse performance.
4.20%
Above 1.5x TWLO's 2.15%. Michael Burry suspects a looming risk from large additions to LT liabilities.
1.62%
Less than half of TWLO's -1.05%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-4.11%
Above 1.5x TWLO's -1.90%. Michael Burry sees a potential leverage warning sign.
2.92%
Less than half of TWLO's -2.75%. David Dodd sees fewer share issuances vs. competitor.
-6.43%
0.5-0.75x TWLO's -8.73%. Martin Whitman is wary of weaker retention or lower profitability.
-23.20%
Less than half of TWLO's -898.22%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-2.38%
0.75-0.9x TWLO's -2.93%. Bill Ackman wonders if competitor is growing equity faster.
-2.95%
Similar yoy to TWLO's -2.76%. Walter Schloss sees parallel expansions in total capital.
10.92%
Below half TWLO's -4.97%. Michael Burry suspects major underinvestment or forced divestment.
1.07%
Similar yoy changes to TWLO's 1.22%. Walter Schloss notes parallel total debt strategies.
213.27%
Less than half of TWLO's -0.44%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
