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.
-3.92%
Both companies show declining cash positions (-3.92% vs PATH's -4.28%). 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%
Similar yoy growth to PATH's -4.04%. Walter Schloss would note comparable liquidity expansions. Examine capital usage strategies.
-8.79%
Receivables growth less than half of PATH's 13.76%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-6.99%
Inventory growth below half of PATH's 117.86%. David Dodd would check if that's due to efficiency or supply constraints.
17.18%
Above 1.5x PATH's 8.52%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-3.05%
≥ 1.5x PATH's -1.70%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
0.49%
Below half PATH's 4.38%. 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 PATH's 78.11%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
1.14%
Less than half of PATH's 68.21%. 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 PATH's 2.22%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
3.49%
Below half of PATH's 16.62%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-1.03%
Below half of PATH's 0.41%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-49.87%
Above 1.5x PATH's -30.50%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
0.54%
Higher Short-Term Debt Growth compared to PATH's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
8.22%
≥ 1.5x PATH's 3.56%. David Dodd sees stronger subscription/prepayment demand.
-38.59%
Less than half of PATH's 12.01%. David Dodd sees fewer expansions in other current obligations.
-2.97%
Less than half of PATH's 4.98%. 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 PATH's 17.18%. 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 PATH's 276.59%. David Dodd notes more conservative expansions in non-current obligations.
1.65%
Less than half of PATH's 17.66%. 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 PATH's 7.46%. 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 PATH's -7.44%. Bill Ackman questions if competitor reinvests profits more robustly.
-93.90%
Less than half of PATH's 6.79%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.96%
0.5-0.75x PATH's -1.63%. Martin Whitman is wary of lagging equity growth vs. competitor.
-1.03%
Below half PATH's 0.41%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-4.00%
Less than half of PATH's 3.00%. David Dodd sees less overall debt expansion vs. competitor.
3.91%
Similar yoy changes to PATH's 4.49%. Walter Schloss sees parallel net leverage strategies.
