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.
-16.88%
Both companies show declining cash positions (-16.88% vs 9843.T's -19.97%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
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-16.88%
Cash + STI yoy 0.75-0.9x 9843.T's -19.97%. Bill Ackman would wonder if competitor is building liquidity more aggressively.
No Data
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22.28%
Inventory growth below half of 9843.T's -7.54%. David Dodd would check if that's due to efficiency or supply constraints.
-4.60%
Other current assets growth < half of 9843.T's -26.58%. David Dodd sees a leaner approach to short-term items.
3.31%
Below half of 9843.T's -17.27%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
13.66%
≥ 1.5x 9843.T's 0.74%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
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0.92%
Less than half of 9843.T's -1.42%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
0.92%
Less than half of 9843.T's -1.42%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
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0.51%
Less than half of 9843.T's -0.54%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
9.79%
≥ 1.5x 9843.T's 0.39%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
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6.72%
Below half of 9843.T's -4.35%. Michael Burry sees a potential red flag for stagnation or capital shortage.
5.95%
Less than half of 9843.T's -38.89%. David Dodd sees a more disciplined AP approach or lower volume.
-7.82%
Less than half of 9843.T's -23.68%. David Dodd sees much smaller short-term leverage burden vs. competitor.
74.38%
Above 1.5x 9843.T's 46.99%. Michael Burry questions if there's an abrupt jump in tax obligations or poor payment scheduling.
70.53%
≥ 1.5x 9843.T's 27.72%. David Dodd sees stronger subscription/prepayment demand.
8.51%
Less than half of 9843.T's -33.55%. David Dodd sees fewer expansions in other current obligations.
8.48%
Less than half of 9843.T's -24.14%. David Dodd sees a more disciplined short-term liability approach.
-37.51%
Above 1.5x 9843.T's -12.00%. Michael Burry suspects significant leverage additions. Check coverage.
No Data
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2.58%
Less than half of 9843.T's -1.65%. David Dodd notes more conservative expansions in non-current obligations.
-5.28%
Similar yoy to 9843.T's -6.65%. Walter Schloss sees parallel expansions in long-term liabilities.
No Data
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7.50%
Less than half of 9843.T's -20.05%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
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7.00%
≥ 1.5x 9843.T's 4.34%. David Dodd sees higher yoy retained profits than competitor.
No Data
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5.46%
1.25-1.5x 9843.T's 4.09%. Bruce Berkowitz notes an above-average equity expansion.
6.72%
Below half 9843.T's -4.35%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
No Data
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-18.56%
Similar yoy changes to 9843.T's -18.82%. Walter Schloss notes parallel total debt strategies.
16.66%
Less than half of 9843.T's -13.98%. David Dodd sees better deleveraging or stronger cash buildup than competitor.