33.44 - 34.57
31.40 - 61.90
7.61M / 5.95M (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.
-6.66%
Both companies show declining cash positions (-6.66% vs CFLT's -21.19%). 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.
-6.66%
Cash + STI yoy ≥ 1.5x CFLT's -3.99%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
3.50%
Receivables growth less than half of CFLT's -4.79%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
26.99%
Inventory growth above 1.5x CFLT's 2.64%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
5.66%
Above 1.5x CFLT's 2.62%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-2.87%
0.75-0.9x CFLT's -3.78%. Bill Ackman would ask if competitor is building short-term resources more aggressively.
4.70%
Below half CFLT's -17.92%. 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.
5.54%
Higher Intangible Assets Growth compared to CFLT's zero value, indicating worse performance.
5.54%
Higher Goodwill + Intangibles Growth compared to CFLT's zero value, indicating worse performance.
-100.00%
Both CFLT and the company show zero Long-Term Investments Growth.
100.00%
Higher Tax Assets Growth compared to CFLT's zero value, indicating worse performance.
8.73%
Less than half of CFLT's -4.98%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
1.84%
Below half of CFLT's 21.16%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-1.46%
0.5-0.75x CFLT's -2.22%. Martin Whitman worries about slower asset growth than competitor. Is it strategy or constraint?
-25.49%
Less than half of CFLT's -51.28%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
8.68%
≥ 1.5x CFLT's 1.90%. David Dodd sees stronger subscription/prepayment demand.
-4.41%
Less than half of CFLT's 20.84%. David Dodd sees fewer expansions in other current obligations.
4.13%
Less than half of CFLT's -5.46%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
-1.32%
Below half CFLT's -11.48%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
-46.17%
Less than half of CFLT's 5.55%. David Dodd notes more conservative expansions in non-current obligations.
-4.33%
Above 1.5x CFLT's -0.37%. 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.
0.62%
Less than half of CFLT's -1.74%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-7.71%
0.5-0.75x CFLT's -12.70%. Martin Whitman is wary of weaker retention or lower profitability.
185.42%
Above 1.5x CFLT's 52.90%. 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.
-2.68%
0.75-0.9x CFLT's -3.20%. Bill Ackman wonders if competitor is growing equity faster.
-1.46%
0.5-0.75x CFLT's -2.22%. Martin Whitman sees underexpansion or possible missed opportunities.
-100.00%
Below half CFLT's 1.03%. Michael Burry suspects major underinvestment or forced divestment.
-4.00%
Above 1.5x CFLT's -0.09%. Michael Burry sees a major jump. Investigate leverage rationale.
7.16%
50-75% of CFLT's 13.40%. Bruce Berkowitz notes comparatively lower net debt expansion.
