8935.00 - 9125.00
6347.00 - 10045.00
380.0K / 335.9K (Avg.)
23.15 | 391.09
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.
-8.66%
Both companies show declining cash positions (-8.66% vs 2127.T's -5.62%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
100.00%
Short-term investments yoy growth below half of 2127.T's -2.28%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-8.66%
Cash + STI yoy ≥ 1.5x 2127.T's -5.62%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-19.00%
Receivables growth less than half of 2127.T's 32.91%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-0.48%
Inventory growth below half of 2127.T's -80.81%. David Dodd would check if that's due to efficiency or supply constraints.
50.43%
Above 1.5x 2127.T's 28.41%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-2.62%
1.25-1.5x 2127.T's -1.89%. Bruce Berkowitz checks if strong current asset growth is used effectively.
2.79%
0.75-0.9x 2127.T's 3.26%. Bill Ackman questions if competitor invests more heavily in future capacity.
No Data
No Data available this quarter, please select a different quarter.
0.61%
Less than half of 2127.T's 5.38%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
0.61%
Less than half of 2127.T's 5.03%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
22.40%
≥ 1.5x 2127.T's 1.49%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
-292.17%
Above 1.5x 2127.T's -51.80%. Michael Burry suspects major tax losses or deferrals building up, raising concerns about sustained profitability.
107.08%
Less than half of 2127.T's -0.82%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
2.59%
Below half of 2127.T's -2.97%. Michael Burry might suspect stagnation or lack of resources for expansions.
200.00%
Less than half of 2127.T's -50.00%. David Dodd sees fewer expansions in miscellaneous assets compared to competitor.
0.68%
Below half of 2127.T's -2.04%. Michael Burry sees a potential red flag for stagnation or capital shortage.
0.70%
Less than half of 2127.T's 99.58%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
-67.86%
1.1-1.25x 2127.T's -55.60%. Bill Ackman wonders if the firm is deferring more or earning more than competitor.
-85.03%
≥ 1.5x 2127.T's -51.49%. David Dodd sees stronger subscription/prepayment demand.
254.33%
Less than half of 2127.T's -17.48%. David Dodd sees fewer expansions in other current obligations.
-1.10%
Less than half of 2127.T's -27.12%. David Dodd sees a more disciplined short-term liability approach.
-9.10%
Higher Long-Term Debt Growth compared to 2127.T's zero value, indicating worse performance.
100.00%
Higher Non-Current Deferred Revenue Growth compared to 2127.T's zero value, indicating better performance.
-100.00%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to 2127.T's zero value, indicating worse performance.
81.66%
Less than half of 2127.T's -7.53%. David Dodd notes more conservative expansions in non-current obligations.
-4.34%
50-75% of 2127.T's -7.53%. Bruce Berkowitz notes a smaller yoy liability buildup than competitor.
No Data
No Data available this quarter, please select a different quarter.
-1.31%
Less than half of 2127.T's -26.36%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
2.81%
0.75-0.9x 2127.T's 3.40%. Bill Ackman questions if competitor reinvests profits more robustly.
10.53%
Less than half of 2127.T's 33.67%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
2.68%
0.75-0.9x 2127.T's 3.35%. Bill Ackman wonders if competitor is growing equity faster.
0.68%
Below half 2127.T's -2.04%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
417660.00%
≥ 1.5x 2127.T's 1.49%. David Dodd sees far stronger investment expansions than competitor.
-50.19%
Higher Total Debt Growth compared to 2127.T's zero value, indicating worse performance.
-1.05%
Less than half of 2127.T's 5.69%. David Dodd sees better deleveraging or stronger cash buildup than competitor.