0.68 - 0.75
0.33 - 0.86
12.91M / 4.66M (Avg.)
35.00 | 0.02
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.
-55.17%
Both companies show declining cash positions (-55.17% vs 0819.HK's -22.45%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-100.00%
Short-term investments yoy growth below half of 0819.HK's 10.43%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-55.59%
Cash + STI yoy ≥ 1.5x 0819.HK's -12.64%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
8.95%
Receivables growth less than half of 0819.HK's -17.95%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-33.37%
Inventory growth below half of 0819.HK's 11.44%. David Dodd would check if that's due to efficiency or supply constraints.
-45.43%
Above 1.5x 0819.HK's -1.07%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-14.25%
≥ 1.5x 0819.HK's -3.39%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-1.67%
Below half 0819.HK's 11.69%. 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.
9.08%
Below half of 0819.HK's -10.24%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
No Data available this quarter, please select a different quarter.
0.64%
Less than half of 0819.HK's -0.91%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-0.64%
Below half of 0819.HK's 10.65%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-10.25%
≥ 1.5x 0819.HK's -0.19%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-4.46%
1.25-1.5x 0819.HK's -3.46%. Martin Whitman sees potential reliance on supplier financing. Verify liquidity.
-29.75%
50-75% of 0819.HK's -47.81%. Bruce Berkowitz notes the firm is less reliant on near-term borrowing than competitor.
108.01%
50-75% of 0819.HK's 156.33%. Bruce Berkowitz sees a relatively controlled tax liability increase.
55.45%
Similar yoy growth to 0819.HK's 57.20%. Walter Schloss notes parallel approach to deferred revenue.
17.06%
Less than half of 0819.HK's -6.95%. David Dodd sees fewer expansions in other current obligations.
-13.89%
1.25-1.5x 0819.HK's -11.03%. Martin Whitman is wary of bigger short-term burdens.
-14.64%
Similar yoy to 0819.HK's -14.61%. Walter Schloss sees parallel approaches to long-term financing.
-6.28%
Below half 0819.HK's 18.87%. Michael Burry suspects a serious gap in multi-year pipeline.
66.25%
Less than half of 0819.HK's -43.26%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
75.15%
Less than half of 0819.HK's -113.50%. David Dodd notes more conservative expansions in non-current obligations.
-14.64%
Similar yoy to 0819.HK's -14.61%. Walter Schloss sees parallel expansions in long-term liabilities.
-8.77%
Less than half of 0819.HK's 3.36%. David Dodd sees fewer expansions in 'other' liabilities.
-13.85%
1.25-1.5x 0819.HK's -10.69%. Martin Whitman is wary of bigger liability expansions.
No Data
No Data available this quarter, please select a different quarter.
-36.96%
Below half 0819.HK's 27.18%. Michael Burry suspects major net losses or high dividends vs. competitor.
2402.99%
Less than half of 0819.HK's -20.79%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
14.84%
0.5-0.75x 0819.HK's 22.33%. Martin Whitman is wary of lagging equity growth vs. competitor.
-10.25%
≥ 1.5x 0819.HK's -0.19%. David Dodd sees faster overall balance sheet growth than competitor.
4.14%
0.5-0.75x 0819.HK's 7.46%. Martin Whitman sees possible missed opportunities vs. competitor.
-55.61%
1.1-1.25x 0819.HK's -44.95%. Bill Ackman questions if the firm is outpacing competitor in borrowing.
-56.34%
Above 1.5x 0819.HK's -2.49%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.