33.44 - 34.57
31.40 - 61.90
7.61M / 5.87M (Avg.)
-152.73 | -0.22
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.
-1.97%
Cash & equivalents declining -1.97% while CFLT's grows 6.11%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
18.87%
Short-term investments yoy growth ≥ 1.5x CFLT's 0.43%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
13.18%
Cash + STI yoy ≥ 1.5x CFLT's 1.25%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
20.17%
Similar receivables growth to CFLT's 20.06%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
26.59%
Higher Inventory Growth compared to CFLT's zero value, indicating worse performance.
253.73%
Above 1.5x CFLT's 11.58%. Michael Burry might investigate for potential short-term asset misclassification or risk.
27.42%
≥ 1.5x CFLT's 4.21%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-2.31%
Below half CFLT's 4.77%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
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.
-23.02%
Both CFLT and the company show zero Long-Term Investments Growth.
No Data
No Data available this quarter, please select a different quarter.
-19.20%
Less than half of CFLT's 17.24%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-15.75%
Below half of CFLT's 5.64%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
4.38%
Similar yoy to CFLT's 4.40%. Walter Schloss sees parallel expansions. Evaluate the quality of these assets.
14.84%
Less than half of CFLT's 92.06%. David Dodd sees a more disciplined AP approach or lower volume.
-3.03%
Higher Short-Term Debt Growth compared to CFLT's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
8.70%
0.5-0.75x CFLT's 13.79%. Martin Whitman sees weaker advanced billings vs. competitor.
-0.80%
Less than half of CFLT's -19.88%. David Dodd sees fewer expansions in other current obligations.
7.63%
Less than half of CFLT's 15.67%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
-2.96%
Both CFLT and the company show zero Non-Current Deferred Revenue Growth.
No Data
No Data available this quarter, please select a different quarter.
-4.80%
Less than half of CFLT's -78.15%. David Dodd notes more conservative expansions in non-current obligations.
-4.44%
Above 1.5x CFLT's -0.23%. 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.
4.35%
Similar yoy to CFLT's 4.80%. Walter Schloss sees parallel expansions in total liabilities.
No Data
No Data available this quarter, please select a different quarter.
-3.28%
0.75-0.9x CFLT's -3.98%. Bill Ackman questions if competitor reinvests profits more robustly.
5434.48%
Above 1.5x CFLT's 251.57%. 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.
4.42%
1.25-1.5x CFLT's 3.74%. Bruce Berkowitz notes an above-average equity expansion.
4.38%
Similar yoy to CFLT's 4.40%. Walter Schloss sees parallel expansions in total capital.
2.76%
≥ 1.5x CFLT's 0.43%. David Dodd sees far stronger investment expansions than competitor.
-6.33%
Above 1.5x CFLT's -0.11%. Michael Burry sees a major jump. Investigate leverage rationale.
-3.97%
Above 1.5x CFLT's -2.19%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
