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.
-41.82%
Both companies show declining cash positions (-41.82% vs 2127.T's -8.09%). 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.
-41.82%
Cash + STI yoy ≥ 1.5x 2127.T's -8.09%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-1.61%
Receivables growth less than half of 2127.T's -65.81%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-6.17%
Inventory growth below half of 2127.T's -100.00%. David Dodd would check if that's due to efficiency or supply constraints.
-6.06%
Other current assets growth < half of 2127.T's 7.95%. David Dodd sees a leaner approach to short-term items.
-15.44%
1.25-1.5x 2127.T's -11.67%. Bruce Berkowitz checks if strong current asset growth is used effectively.
3.34%
Below half 2127.T's -2.02%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
No Data
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-4.86%
Above 1.5x 2127.T's -1.36%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-4.86%
Above 1.5x 2127.T's -1.67%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
-83.22%
Below half of 2127.T's 50.34%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
No Data available this quarter, please select a different quarter.
2233500.00%
Less than half of 2127.T's -99.99%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
3.18%
Below half of 2127.T's 17.41%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
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-2.56%
0.75-0.9x 2127.T's -2.88%. Bill Ackman questions if competitor invests more aggressively for growth.
-9.84%
Less than half of 2127.T's -31.32%. David Dodd sees a more disciplined AP approach or lower volume.
84.85%
Higher Short-Term Debt Growth compared to 2127.T's zero value, indicating worse performance.
No Data
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No Data
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-30.09%
Less than half of 2127.T's 76.50%. David Dodd sees fewer expansions in other current obligations.
-8.07%
50-75% of 2127.T's -12.48%. Bruce Berkowitz notes the firm keeps current liabilities growth relatively low.
-3.85%
Similar yoy to 2127.T's -4.76%. Walter Schloss sees parallel approaches to long-term financing.
No Data
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No Data
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2.02%
Less than half of 2127.T's 237.10%. David Dodd notes more conservative expansions in non-current obligations.
-2.12%
Less than half of 2127.T's 2.02%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
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-7.33%
1.1-1.25x 2127.T's -6.65%. Bill Ackman questions if the firm is incurring more total obligations than competitor.
No Data
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2.28%
Below half 2127.T's -2.53%. Michael Burry suspects major net losses or high dividends vs. competitor.
-3.09%
Less than half of 2127.T's 35.36%. David Dodd sees fewer intangible or market-driven swings than competitor.
100.00%
Less than half of 2127.T's -100.00%. David Dodd notes simpler yoy equity changes vs. competitor.
2.19%
Below half 2127.T's -2.45%. Michael Burry sees potential underperformance in building shareholder capital.
-2.56%
0.75-0.9x 2127.T's -2.88%. Bill Ackman wonders if competitor invests or leverages more aggressively.
-83.22%
Below half 2127.T's 50.34%. Michael Burry suspects major underinvestment or forced divestment.
11.12%
Less than half of 2127.T's -3.57%. David Dodd sees less overall debt expansion vs. competitor.
142.84%
Above 1.5x 2127.T's 8.94%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.