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.
-24.79%
Both companies show declining cash positions (-24.79% vs 9843.T's -9.74%). 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.
-24.79%
Cash + STI yoy ≥ 1.5x 9843.T's -9.74%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-2.78%
Receivables growth less than half of 9843.T's 47.17%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-2.34%
Inventory growth below half of 9843.T's 16.34%. David Dodd would check if that's due to efficiency or supply constraints.
-0.84%
Other current assets growth < half of 9843.T's 9.01%. David Dodd sees a leaner approach to short-term items.
-9.64%
Below half of 9843.T's 6.73%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
4.17%
≥ 1.5x 9843.T's 1.40%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
-11.54%
Less than half of 9843.T's 4.42%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-11.54%
Less than half of 9843.T's 4.42%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
1.04%
Below half of 9843.T's 9.12%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-1.04%
Less than half of 9843.T's -9.12%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
1.04%
Less than half of 9843.T's 12.23%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
3.76%
1.25-1.5x 9843.T's 2.70%. Bruce Berkowitz checks if expansions surpass competitor's pace but remain justified.
50.00%
Higher Other Assets Growth compared to 9843.T's zero value, indicating worse performance.
-0.61%
Below half of 9843.T's 3.99%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-2.08%
Less than half of 9843.T's 23.07%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
-28.93%
Similar yoy tax payables growth to 9843.T's -27.91%. Walter Schloss sees no major difference in near-term tax obligations.
-27.31%
≥ 1.5x 9843.T's -3.81%. David Dodd sees stronger subscription/prepayment demand.
-0.66%
Less than half of 9843.T's -44.58%. David Dodd sees fewer expansions in other current obligations.
-3.20%
Less than half of 9843.T's -12.65%. David Dodd sees a more disciplined short-term liability approach.
-8.02%
Higher Long-Term Debt Growth compared to 9843.T's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-0.41%
Less than half of 9843.T's -8.57%. David Dodd notes more conservative expansions in non-current obligations.
-5.59%
50-75% of 9843.T's -8.57%. Bruce Berkowitz notes a smaller yoy liability buildup than competitor.
No Data
No Data available this quarter, please select a different quarter.
-3.60%
Less than half of 9843.T's -11.93%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
4.23%
1.25-1.5x 9843.T's 3.22%. Bruce Berkowitz notes stronger reinvestment strategy.
39.39%
Less than half of 9843.T's 151.53%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
3.83%
Below half 9843.T's 8.72%. Michael Burry sees potential underperformance in building shareholder capital.
-0.61%
Below half 9843.T's 3.99%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
1.04%
Below half 9843.T's 9.12%. Michael Burry suspects major underinvestment or forced divestment.
-6.07%
Less than half of 9843.T's -14.29%. David Dodd sees less overall debt expansion vs. competitor.
108.77%
Above 1.5x 9843.T's 9.67%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.