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.
-58.24%
Cash & equivalents declining -58.24% while TWLO's grows 107.50%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-15.46%
Short-term investments yoy growth 0.75-0.9x TWLO's -20.58%. Bill Ackman would investigate if competitor is seizing better short-term yields.
-32.98%
Below half of TWLO's 3.86%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
14.10%
Receivables growth above 1.5x TWLO's 1.79%. Michael Burry would check for potential credit bubble or inflated top-line.
No Data
No Data available this quarter, please select a different quarter.
82.04%
Other current assets growth < half of TWLO's 231.89%. David Dodd sees a leaner approach to short-term items.
-18.41%
Below half of TWLO's 1.84%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
9.14%
Below half TWLO's 106.14%. 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.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
256.49%
≥ 1.5x TWLO's 1.75%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
No Data
No Data available this quarter, please select a different quarter.
12.04%
Less than half of TWLO's -5.07%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
16.39%
Below half of TWLO's -0.48%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
5.19%
≥ 1.5x TWLO's 0.34%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
20.66%
Less than half of TWLO's -29.27%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
9.60%
Below half of TWLO's -100.00%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
10.08%
Less than half of TWLO's -0.81%. David Dodd sees a more disciplined short-term liability approach.
0.01%
Less than half of TWLO's -92.25%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
7.53%
Above 1.5x TWLO's 4.10%. Michael Burry suspects a looming risk from large additions to LT liabilities.
1.75%
Less than half of TWLO's -0.02%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
4.72%
Less than half of TWLO's -0.33%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
4.95%
Below half TWLO's -2.02%. Michael Burry suspects major net losses or high dividends vs. competitor.
112.28%
Similar yoy to TWLO's 138.62%. Walter Schloss sees parallel comprehensive income changes.
No Data
No Data available this quarter, please select a different quarter.
5.43%
≥ 1.5x TWLO's 0.50%. David Dodd sees stronger capital base growth than competitor.
5.19%
≥ 1.5x TWLO's 0.34%. David Dodd sees faster overall balance sheet growth than competitor.
19.74%
Below half TWLO's -16.33%. Michael Burry suspects major underinvestment or forced divestment.
0.08%
Less than half of TWLO's -89.90%. David Dodd sees less overall debt expansion vs. competitor.
80.82%
Less than half of TWLO's -235.37%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
