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.
-13.40%
Both companies show declining cash positions (-13.40% vs TRAW's -14.97%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
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-13.40%
Cash + STI yoy 0.75-0.9x TRAW's -14.97%. Bill Ackman would wonder if competitor is building liquidity more aggressively.
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-12.47%
0.75-0.9x TRAW's -16.30%. Bill Ackman would ask if competitor is building short-term resources more aggressively.
8.92%
Below half TRAW's -9.68%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
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55.91%
Below half of TRAW's -9.23%. Michael Burry might suspect stagnation or lack of resources for expansions.
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-12.20%
0.75-0.9x TRAW's -16.22%. Bill Ackman questions if competitor invests more aggressively for growth.
25.71%
Less than half of TRAW's -3.65%. David Dodd sees a more disciplined AP approach or lower volume.
-32.96%
Higher Short-Term Debt Growth compared to TRAW's zero value, indicating worse performance.
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-56.33%
Less than half of TRAW's 252.70%. David Dodd sees fewer expansions in other current obligations.
-28.78%
Less than half of TRAW's 0.49%. David Dodd sees a more disciplined short-term liability approach.
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-28.78%
Less than half of TRAW's 1.73%. David Dodd sees far fewer liability expansions relative to competitor.
1.95%
Less than half of TRAW's 996.00%. David Dodd sees fewer share issuances vs. competitor.
-3.92%
≥ 1.5x TRAW's -2.27%. David Dodd sees higher yoy retained profits than competitor.
-19.50%
Less than half of TRAW's 27.27%. David Dodd sees fewer intangible or market-driven swings than competitor.
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-8.72%
Below half TRAW's -40.17%. Michael Burry sees potential underperformance in building shareholder capital.
-12.20%
0.75-0.9x TRAW's -16.22%. Bill Ackman wonders if competitor invests or leverages more aggressively.
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-32.96%
Higher Total Debt Growth compared to TRAW's zero value, indicating worse performance.
13.20%
Similar yoy changes to TRAW's 14.97%. Walter Schloss sees parallel net leverage strategies.