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 3088.T's -6.88%). 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 3088.T's -6.88%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-2.78%
Receivables growth less than half of 3088.T's 21.03%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-2.34%
Inventory growth below half of 3088.T's 3.67%. David Dodd would check if that's due to efficiency or supply constraints.
-0.84%
Other current assets growth < half of 3088.T's 2.50%. David Dodd sees a leaner approach to short-term items.
-9.64%
Below half of 3088.T's 2.87%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
4.17%
Below half 3088.T's -33.32%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
No Data
No Data available this quarter, please select a different quarter.
-11.54%
Above 1.5x 3088.T's -1.54%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-11.54%
Above 1.5x 3088.T's -2.86%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
1.04%
Below half of 3088.T's 2.54%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-1.04%
Less than half of 3088.T's -2.54%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
1.04%
Less than half of 3088.T's 182.00%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
3.76%
≥ 1.5x 3088.T's 0.85%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
50.00%
Less than half of 3088.T's 100.00%. David Dodd sees fewer expansions in miscellaneous assets compared to competitor.
-0.61%
Below half of 3088.T's 1.85%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-2.08%
Less than half of 3088.T's 5.14%. 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%
50-75% of 3088.T's -46.96%. Bruce Berkowitz sees a relatively controlled tax liability increase.
-27.31%
Both 3088.T and the company show zero Deferred Revenue (Current) Growth.
-0.66%
Less than half of 3088.T's -3.04%. David Dodd sees fewer expansions in other current obligations.
-3.20%
Less than half of 3088.T's 0.95%. David Dodd sees a more disciplined short-term liability approach.
-8.02%
Higher Long-Term Debt Growth compared to 3088.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 3088.T's 2.42%. David Dodd notes more conservative expansions in non-current obligations.
-5.59%
Less than half of 3088.T's 2.42%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-3.60%
Less than half of 3088.T's 1.16%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
4.23%
≥ 1.5x 3088.T's 2.38%. David Dodd sees higher yoy retained profits than competitor.
39.39%
Above 1.5x 3088.T's 18.92%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
No Data available this quarter, please select a different quarter.
3.83%
≥ 1.5x 3088.T's 2.26%. David Dodd sees stronger capital base growth than competitor.
-0.61%
Below half 3088.T's 1.85%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
1.04%
Below half 3088.T's 2.54%. Michael Burry suspects major underinvestment or forced divestment.
-6.07%
Higher Total Debt Growth compared to 3088.T's zero value, indicating worse performance.
108.77%
Above 1.5x 3088.T's 6.88%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.