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.
-34.87%
Cash & equivalents declining -34.87% while CFLT's grows 19.64%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-8.75%
Short-term investments yoy growth ≥ 1.5x CFLT's -0.80%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
-16.99%
Below half of CFLT's 2.75%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
40.48%
Receivables growth above 1.5x CFLT's 12.79%. Michael Burry would check for potential credit bubble or inflated top-line.
-17.95%
Higher Inventory Growth compared to CFLT's zero value, indicating worse performance.
11.82%
Other current assets growth < half of CFLT's -1.24%. David Dodd sees a leaner approach to short-term items.
-16.79%
Below half of CFLT's 3.76%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-3.65%
Below half CFLT's 5.23%. 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.
-4.35%
Less than half of CFLT's -8.96%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-4.35%
Above 1.5x CFLT's -0.43%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
55.94%
Higher Long-Term Investments Growth compared to CFLT's zero value, indicating better performance.
4.35%
Higher Tax Assets Growth compared to CFLT's zero value, indicating worse performance.
25.52%
Less than half of CFLT's -2.14%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
27.69%
≥ 1.5x CFLT's 0.52%. 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.
2.87%
0.75-0.9x CFLT's 3.33%. Bill Ackman questions if competitor invests more aggressively for growth.
20.95%
Less than half of CFLT's -51.46%. David Dodd sees a more disciplined AP approach or lower volume.
0.64%
Less than half of CFLT's -100.00%. David Dodd sees much smaller short-term leverage burden vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
16.05%
≥ 1.5x CFLT's 8.29%. David Dodd sees stronger subscription/prepayment demand.
29.86%
Less than half of CFLT's 146.09%. David Dodd sees fewer expansions in other current obligations.
16.85%
Above 1.5x CFLT's 10.15%. Michael Burry sees a red flag for liquidity risk vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
2.05%
Below half CFLT's -100.00%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
6.85%
Less than half of CFLT's 352.65%. David Dodd notes more conservative expansions in non-current obligations.
-0.47%
Less than half of CFLT's 0.50%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
11.46%
Above 1.5x CFLT's 3.58%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
-8.45%
≥ 1.5x CFLT's -4.63%. David Dodd sees higher yoy retained profits than competitor.
212.30%
Less than half of CFLT's -128.02%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-3.76%
Below half CFLT's 2.88%. Michael Burry sees potential underperformance in building shareholder capital.
2.87%
0.75-0.9x CFLT's 3.33%. Bill Ackman wonders if competitor invests or leverages more aggressively.
10.36%
Below half CFLT's -0.80%. Michael Burry suspects major underinvestment or forced divestment.
-4.22%
Above 1.5x CFLT's -0.30%. Michael Burry sees a major jump. Investigate leverage rationale.
65.42%
Less than half of CFLT's -8.44%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
