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.
-23.90%
Cash & equivalents declining -23.90% while 9843.T's grows 0.52%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
No Data
No Data available this quarter, please select a different quarter.
-23.90%
Below half of 9843.T's 0.52%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
3.80%
Receivables growth less than half of 9843.T's -17.11%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
8.07%
Inventory growth below half of 9843.T's -1.45%. David Dodd would check if that's due to efficiency or supply constraints.
-6.50%
1.1-1.25x 9843.T's -5.88%. Bill Ackman might question if the company is accumulating more extraneous short-term items.
-4.09%
Similar yoy growth to 9843.T's -3.79%. Walter Schloss notes comparable short-term expansions. Investigate quality of these assets.
2.47%
1.25-1.5x 9843.T's 1.65%. Bruce Berkowitz notes a significant push to expand capacity faster than competitor.
No Data
No Data available this quarter, please select a different quarter.
-4.43%
Less than half of 9843.T's 3.30%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-4.43%
Above 1.5x 9843.T's -0.50%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
494.53%
≥ 1.5x 9843.T's 5.44%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Less than half of 9843.T's 0.39%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
2.41%
≥ 1.5x 9843.T's 1.53%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
No Data available this quarter, please select a different quarter.
0.32%
≥ 1.5x 9843.T's 0.15%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-4.27%
Less than half of 9843.T's -14.31%. David Dodd sees a more disciplined AP approach or lower volume.
-4.94%
Less than half of 9843.T's 0.17%. David Dodd sees much smaller short-term leverage burden vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Below half of 9843.T's 9.48%. Michael Burry suspects a big gap in pre-sales traction.
31.64%
Less than half of 9843.T's -31.09%. David Dodd sees fewer expansions in other current obligations.
-1.85%
Less than half of 9843.T's -6.53%. David Dodd sees a more disciplined short-term liability approach.
-4.13%
Less than half of 9843.T's -16.67%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
2.17%
Above 1.5x 9843.T's 0.96%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-2.36%
Less than half of 9843.T's -6.06%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-1.91%
Less than half of 9843.T's -6.43%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
2.76%
1.25-1.5x 9843.T's 1.89%. Bruce Berkowitz notes stronger reinvestment strategy.
-3.00%
Less than half of 9843.T's 20.82%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
2.65%
1.25-1.5x 9843.T's 2.35%. Bruce Berkowitz notes an above-average equity expansion.
0.32%
≥ 1.5x 9843.T's 0.15%. David Dodd sees faster overall balance sheet growth than competitor.
494.53%
Below half 9843.T's -28.92%. Michael Burry suspects major underinvestment or forced divestment.
-4.27%
Less than half of 9843.T's -20.95%. David Dodd sees less overall debt expansion vs. competitor.
45.31%
Less than half of 9843.T's -110.47%. David Dodd sees better deleveraging or stronger cash buildup than competitor.