1.75 - 1.81
1.03 - 2.41
122.5K / 297.6K (Avg.)
-1.36 | -1.31
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.
-42.34%
Both companies show declining cash positions (-42.34% vs AGEN's -19.82%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
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-42.34%
Cash + STI yoy ≥ 1.5x AGEN's -19.82%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
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-29.91%
Other current assets growth < half of AGEN's 101.98%. David Dodd sees a leaner approach to short-term items.
-41.98%
≥ 1.5x AGEN's -18.87%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-100.00%
≥ 1.5x AGEN's -44.07%. David Dodd sees more aggressive capex. Confirm it's not overspending.
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100.00%
Higher Other Non-Current Assets Growth compared to AGEN's zero value, indicating worse performance.
-100.00%
≥ 1.5x AGEN's -25.29%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
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-42.01%
≥ 1.5x AGEN's -11.42%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-48.73%
Above 1.5x AGEN's -8.38%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
-46.67%
Above 1.5x AGEN's -1.28%. Michael Burry sees a major discrepancy in short-term leverage. Check coverage and liquidity carefully.
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-37.33%
Less than half of AGEN's 9.40%. David Dodd sees fewer expansions in other current obligations.
-39.56%
Less than half of AGEN's 20.05%. David Dodd sees a more disciplined short-term liability approach.
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-39.56%
Less than half of AGEN's 2.41%. David Dodd sees far fewer liability expansions relative to competitor.
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-1.24%
1.25-1.5x AGEN's -0.94%. Bruce Berkowitz notes stronger reinvestment strategy.
99.72%
Above 1.5x AGEN's 0.06%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
-100.00%
Higher Other Stockholders' Equity Items Growth compared to AGEN's zero value, indicating worse performance.
-51.92%
≥ 1.5x AGEN's -28.89%. David Dodd sees stronger capital base growth than competitor.
-42.01%
≥ 1.5x AGEN's -11.42%. David Dodd sees faster overall balance sheet growth than competitor.
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-46.67%
Less than half of AGEN's 1.20%. David Dodd sees less overall debt expansion vs. competitor.
42.23%
1.25-1.5x AGEN's 32.43%. Martin Whitman is wary of heavier net leverage vs. competitor.