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.
-26.39%
Both companies show declining cash positions (-26.39% vs 9843.T's -8.28%). 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.
-26.39%
Cash + STI yoy ≥ 1.5x 9843.T's -8.28%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
8.70%
Receivables growth less than half of 9843.T's -11.27%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
9.23%
Inventory growth below half of 9843.T's -11.89%. David Dodd would check if that's due to efficiency or supply constraints.
5.34%
Other current assets growth < half of 9843.T's -19.86%. David Dodd sees a leaner approach to short-term items.
-4.66%
Below half of 9843.T's -12.35%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
5.23%
≥ 1.5x 9843.T's 2.30%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
30.24%
Above 1.5x 9843.T's 2.62%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
30.24%
Above 1.5x 9843.T's 2.62%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
1.41%
Below half of 9843.T's 115.41%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-1.41%
Less than half of 9843.T's 0.06%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
1.41%
Less than half of 9843.T's -1.99%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
4.84%
0.5-0.75x 9843.T's 8.96%. Martin Whitman wonders if there's insufficient reinvestment vs. competitor.
-33.33%
Less than half of 9843.T's 100.00%. David Dodd sees fewer expansions in miscellaneous assets compared to competitor.
1.72%
1.25-1.5x 9843.T's 1.55%. Bruce Berkowitz sees a stronger asset build. Check if it's producing returns.
-1.39%
Less than half of 9843.T's -10.12%. David Dodd sees a more disciplined AP approach or lower volume.
-6.95%
Higher Short-Term Debt Growth compared to 9843.T's zero value, indicating worse performance.
72.80%
1.1-1.25x 9843.T's 62.75%. Bill Ackman wonders if the firm is deferring more or earning more than competitor.
72.10%
≥ 1.5x 9843.T's 12.09%. David Dodd sees stronger subscription/prepayment demand.
10.59%
Less than half of 9843.T's -36.92%. David Dodd sees fewer expansions in other current obligations.
1.30%
Less than half of 9843.T's -8.51%. David Dodd sees a more disciplined short-term liability approach.
-7.62%
Higher Long-Term Debt Growth compared to 9843.T's zero value, indicating worse performance.
No Data
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No Data
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1.61%
Less than half of 9843.T's -1.11%. David Dodd notes more conservative expansions in non-current obligations.
-4.09%
Less than half of 9843.T's 0.15%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
0.61%
Less than half of 9843.T's -6.97%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
3.56%
0.75-0.9x 9843.T's 4.25%. Bill Ackman questions if competitor reinvests profits more robustly.
8.82%
Less than half of 9843.T's -20.77%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
3.25%
Similar yoy to 9843.T's 3.56%. Walter Schloss sees parallel net worth trends.
1.72%
1.25-1.5x 9843.T's 1.55%. Bruce Berkowitz checks if expansions are well-justified by ROI.
1.41%
Below half 9843.T's 661.44%. Michael Burry suspects major underinvestment or forced divestment.
-7.42%
Above 1.5x 9843.T's -1.90%. Michael Burry sees a major jump. Investigate leverage rationale.
47.41%
Above 1.5x 9843.T's 8.54%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.