111.48 - 114.40
76.75 - 114.40
5.09M / 4.23M (Avg.)
23.96 | 4.77
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.
-2.87%
Both companies show declining cash positions (-2.87% vs MLM's -52.29%). 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.
2.45%
Below half of MLM's -52.29%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
8.98%
Receivables growth above 1.5x MLM's 0.77%. Michael Burry would check for potential credit bubble or inflated top-line.
2.88%
Inventory growth below half of MLM's -1.45%. David Dodd would check if that's due to efficiency or supply constraints.
-76.10%
Other current assets growth < half of MLM's 147.17%. David Dodd sees a leaner approach to short-term items.
-1.81%
Below half of MLM's 4.04%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
10.22%
≥ 1.5x MLM's 1.13%. David Dodd sees more aggressive capex. Confirm it's not overspending.
6.39%
Less than half of MLM's -1.93%. David Dodd might see less intangible risk, assuming stable revenue growth.
1.75%
Less than half of MLM's -1.12%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
5.95%
Less than half of MLM's -1.80%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
91.94%
Similar yoy growth to MLM's 100.00%. Walter Schloss sees parallel investment expansions. Compare portfolio quality.
No Data
No Data available this quarter, please select a different quarter.
167.73%
Above 1.5x MLM's 4.63%. Michael Burry warns of potential hidden liabilities or intangible bloat.
10.27%
≥ 1.5x MLM's 0.33%. 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.
6.48%
≥ 1.5x MLM's 0.83%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-11.89%
Less than half of MLM's 3.62%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
469.23%
Above 1.5x MLM's 46.20%. Michael Burry questions if there's an abrupt jump in tax obligations or poor payment scheduling.
-100.00%
Similar yoy growth to MLM's -100.00%. Walter Schloss notes parallel approach to deferred revenue.
8.85%
Less than half of MLM's -46.04%. David Dodd sees fewer expansions in other current obligations.
1.14%
Less than half of MLM's -16.97%. David Dodd sees a more disciplined short-term liability approach.
7.80%
Above 1.5x MLM's 0.03%. Michael Burry suspects significant leverage additions. Check coverage.
No Data
No Data available this quarter, please select a different quarter.
8.72%
Above 1.5x MLM's 1.53%. Michael Burry sees a much bigger deferred tax load building up.
3.86%
Less than half of MLM's -0.67%. David Dodd notes more conservative expansions in non-current obligations.
7.95%
Above 1.5x MLM's 0.13%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
No Data available this quarter, please select a different quarter.
5.26%
Less than half of MLM's -2.60%. David Dodd sees far fewer liability expansions relative to competitor.
-0.34%
Higher Common Stock (Book Value) Growth compared to MLM's zero value, indicating worse performance.
3.48%
0.5-0.75x MLM's 5.86%. Martin Whitman is wary of weaker retention or lower profitability.
100.00%
Above 1.5x MLM's 4.17%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
38.62%
Higher Other Stockholders' Equity Items Growth compared to MLM's zero value, indicating worse performance.
5.54%
1.25-1.5x MLM's 3.75%. Bruce Berkowitz notes an above-average equity expansion.
6.48%
≥ 1.5x MLM's 0.83%. David Dodd sees faster overall balance sheet growth than competitor.
91.94%
Similar yoy to MLM's 100.00%. Walter Schloss notes parallel moves in the investment portfolio.
7.00%
Less than half of MLM's -6.48%. David Dodd sees less overall debt expansion vs. competitor.
9.65%
Less than half of MLM's -5.40%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
