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.
-3.92%
Both companies show declining cash positions (-3.92% vs CFLT's -8.97%). 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.
-3.92%
Cash + STI yoy ≥ 1.5x CFLT's -0.12%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-8.79%
Receivables growth less than half of CFLT's 11.23%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-6.99%
Inventory growth below half of CFLT's 6.38%. David Dodd would check if that's due to efficiency or supply constraints.
17.18%
Above 1.5x CFLT's 8.22%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-3.05%
Below half of CFLT's 1.16%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
0.49%
Below half CFLT's 15.39%. 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.
1.14%
Less than half of CFLT's -0.28%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
1.14%
Less than half of CFLT's -0.28%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-2.55%
Less than half of CFLT's 3.51%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
3.49%
0.5-0.75x CFLT's 5.74%. Martin Whitman wonders if there's insufficient reinvestment vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-1.03%
Below half of CFLT's 1.52%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-49.87%
50-75% of CFLT's -76.46%. Bruce Berkowitz notes the company is paying suppliers faster or not stretching terms as competitor does.
0.54%
Less than half of CFLT's 4.43%. David Dodd sees much smaller short-term leverage burden vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
8.22%
≥ 1.5x CFLT's 1.72%. David Dodd sees stronger subscription/prepayment demand.
-38.59%
Less than half of CFLT's 48.42%. David Dodd sees fewer expansions in other current obligations.
-2.97%
Less than half of CFLT's 5.53%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
6.02%
Below half CFLT's -5.91%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
80.70%
Less than half of CFLT's -14.29%. David Dodd notes more conservative expansions in non-current obligations.
1.65%
Less than half of CFLT's -0.34%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-1.14%
Less than half of CFLT's 1.18%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-6.48%
0.75-0.9x CFLT's -7.64%. Bill Ackman questions if competitor reinvests profits more robustly.
-93.90%
Similar yoy to CFLT's -120.16%. Walter Schloss sees parallel comprehensive income changes.
No Data
No Data available this quarter, please select a different quarter.
-0.96%
Below half CFLT's 2.22%. Michael Burry sees potential underperformance in building shareholder capital.
-1.03%
Below half CFLT's 1.52%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-4.00%
Above 1.5x CFLT's -0.05%. Michael Burry sees a major jump. Investigate leverage rationale.
3.91%
Similar yoy changes to CFLT's 3.92%. Walter Schloss sees parallel net leverage strategies.
