0.68 - 0.75
0.33 - 0.86
18.36M / 4.66M (Avg.)
34.50 | 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.
-37.28%
Both companies show declining cash positions (-37.28% vs 0425.HK's -3.54%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
No Data
No Data available this quarter, please select a different quarter.
-37.28%
Cash + STI yoy ≥ 1.5x 0425.HK's -2.20%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-22.12%
Receivables growth above 1.5x 0425.HK's -9.43%. Michael Burry would check for potential credit bubble or inflated top-line.
23.92%
Inventory growth below half of 0425.HK's -1.14%. David Dodd would check if that's due to efficiency or supply constraints.
-8.23%
Other current assets growth < half of 0425.HK's -17.60%. David Dodd sees a leaner approach to short-term items.
-14.83%
≥ 1.5x 0425.HK's -5.60%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
11.79%
0.75-0.9x 0425.HK's 15.34%. Bill Ackman questions if competitor invests more heavily in future capacity.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Above 1.5x 0425.HK's -8.37%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-100.00%
Above 1.5x 0425.HK's -2.97%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
5.04%
Below half of 0425.HK's -28.71%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-100.00%
Above 1.5x 0425.HK's -8.83%. Michael Burry suspects major tax losses or deferrals building up, raising concerns about sustained profitability.
-11.17%
Less than half of 0425.HK's 8.83%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
11.17%
0.75-0.9x 0425.HK's 13.35%. Bill Ackman questions if the competitor invests more robustly in future growth.
-42.08%
Similar yoy changes to 0425.HK's -42.34%. Walter Schloss finds parallel expansions in 'other' categories.
-8.19%
≥ 1.5x 0425.HK's -1.07%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-14.17%
Similar yoy growth to 0425.HK's -15.78%. Walter Schloss sees parallel payables strategy. Check top-line correlation.
285.17%
Less than half of 0425.HK's -6.26%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-9.19%
Below half of 0425.HK's -34.12%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
-106.18%
Below half of 0425.HK's 6.14%. Michael Burry suspects a big gap in pre-sales traction.
-66.71%
Less than half of 0425.HK's 13.18%. David Dodd sees fewer expansions in other current obligations.
-9.01%
1.1-1.25x 0425.HK's -8.00%. Bill Ackman questions if the firm is taking on more near-term obligations than competitor.
-53.96%
Higher Long-Term Debt Growth compared to 0425.HK's zero value, indicating worse performance.
-5.28%
Below half 0425.HK's 131.07%. Michael Burry suspects a serious gap in multi-year pipeline.
3.74%
Less than half of 0425.HK's 24.73%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-53.96%
Less than half of 0425.HK's 451.38%. David Dodd sees a more conservative approach to non-current liabilities.
72.42%
Less than half of 0425.HK's -19.80%. David Dodd sees fewer expansions in 'other' liabilities.
-10.20%
1.1-1.25x 0425.HK's -8.33%. Bill Ackman questions if the firm is incurring more total obligations than competitor.
No Data
No Data available this quarter, please select a different quarter.
-1.25%
Below half 0425.HK's 2.55%. Michael Burry suspects major net losses or high dividends vs. competitor.
68.55%
Above 1.5x 0425.HK's 14.56%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
68.55%
Above 1.5x 0425.HK's 2.55%. Michael Burry suspects a significant bump in 'other' equity items vs. competitor.
0.06%
Below half 0425.HK's 2.38%. Michael Burry sees potential underperformance in building shareholder capital.
-8.19%
≥ 1.5x 0425.HK's -1.07%. David Dodd sees faster overall balance sheet growth than competitor.
5.04%
Below half 0425.HK's -5.51%. Michael Burry suspects major underinvestment or forced divestment.
38.08%
Less than half of 0425.HK's -5.79%. David Dodd sees less overall debt expansion vs. competitor.
2036.05%
Less than half of 0425.HK's -17.88%. David Dodd sees better deleveraging or stronger cash buildup than competitor.