1.75 - 1.81
1.03 - 2.41
122.5K / 296.7K (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.
-13.21%
Both companies show declining cash positions (-13.21% vs AGEN's -7.75%). 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.
-13.21%
Cash + STI yoy ≥ 1.5x AGEN's -2.13%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
0.76%
Other current assets growth < half of AGEN's 21.98%. David Dodd sees a leaner approach to short-term items.
-11.17%
≥ 1.5x AGEN's -3.49%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
7.73%
≥ 1.5x AGEN's 4.37%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Similar yoy growth to AGEN's -100.00%. Walter Schloss sees parallel investment expansions. Compare portfolio quality.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
7.08%
≥ 1.5x AGEN's 3.36%. 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.
-10.65%
≥ 1.5x AGEN's -0.17%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-100.00%
Less than half of AGEN's 14.24%. David Dodd sees a more disciplined AP approach or lower volume.
-100.00%
Less than half of AGEN's 77.74%. 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%
≥ 1.5x AGEN's -19.42%. David Dodd sees stronger subscription/prepayment demand.
1577.51%
Less than half of AGEN's -7.81%. David Dodd sees fewer expansions in other current obligations.
-26.01%
Less than half of AGEN's 1.03%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
100.00%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to AGEN's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-0.35%
Less than half of AGEN's -1.59%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-6.06%
Above 1.5x AGEN's -0.53%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
-3.82%
Similar yoy to AGEN's -3.99%. Walter Schloss sees parallel earnings retention vs. competitor.
100.00%
Above 1.5x AGEN's 0.22%. 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.
-13.95%
Below half AGEN's 4.47%. Michael Burry sees potential underperformance in building shareholder capital.
-10.65%
≥ 1.5x AGEN's -0.17%. David Dodd sees faster overall balance sheet growth than competitor.
-100.00%
Below half AGEN's 66.26%. Michael Burry suspects major underinvestment or forced divestment.
-4.69%
Less than half of AGEN's 11.89%. David Dodd sees less overall debt expansion vs. competitor.
13.42%
50-75% of AGEN's 23.12%. Bruce Berkowitz notes comparatively lower net debt expansion.