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.
-6.66%
Both companies show declining cash positions (-6.66% vs PATH's -5.06%). 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 PATH's -3.82%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
3.50%
Receivables growth less than half of PATH's -18.49%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
26.99%
Inventory growth below half of PATH's -377.21%. David Dodd would check if that's due to efficiency or supply constraints.
5.66%
Other current assets growth < half of PATH's -18.77%. David Dodd sees a leaner approach to short-term items.
-2.87%
Below half of PATH's -5.81%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
4.70%
≥ 1.5x PATH's 0.82%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
5.54%
Less than half of PATH's -10.34%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
5.54%
Less than half of PATH's -4.52%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-100.00%
≥ 1.5x PATH's -62.28%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
100.00%
Less than half of PATH's -23.13%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
8.73%
Above 1.5x PATH's 1.41%. Michael Burry warns of potential hidden liabilities or intangible bloat.
1.84%
Below half of PATH's -5.23%. 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%
Below half of PATH's -5.74%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-25.49%
Less than half of PATH's 51.47%. 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%
Below half of PATH's -5.08%. Michael Burry suspects a big gap in pre-sales traction.
-4.41%
Less than half of PATH's -14.41%. David Dodd sees fewer expansions in other current obligations.
4.13%
Less than half of PATH's -16.92%. 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 PATH's -17.23%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
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-46.17%
1.25-1.5x PATH's -31.37%. Martin Whitman is wary of heavier unknown future burdens.
-4.33%
Less than half of PATH's -13.61%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
0.62%
Less than half of PATH's -16.30%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-7.71%
Similar yoy to PATH's -8.19%. Walter Schloss sees parallel earnings retention vs. competitor.
185.42%
Less than half of PATH's -4.20%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-2.68%
1.25-1.5x PATH's -2.17%. Bruce Berkowitz notes an above-average equity expansion.
-1.46%
Below half PATH's -5.74%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-100.00%
Below half PATH's 5.32%. Michael Burry suspects major underinvestment or forced divestment.
-4.00%
Similar yoy changes to PATH's -4.31%. Walter Schloss notes parallel total debt strategies.
7.16%
1.25-1.5x PATH's 5.08%. Martin Whitman is wary of heavier net leverage vs. competitor.
