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.
-45.89%
Both companies show declining cash positions (-45.89% vs PATH's -9.72%). 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.
-10.57%
Cash + STI yoy ≥ 1.5x PATH's -2.60%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
17.31%
Receivables growth 50-75% of PATH's 30.24%. Bruce Berkowitz would note relatively tighter receivables. Check if sales remain robust.
13.94%
Inventory growth below half of PATH's 83.61%. David Dodd would check if that's due to efficiency or supply constraints.
-6.86%
Other current assets growth < half of PATH's 13.92%. David Dodd sees a leaner approach to short-term items.
-7.04%
Below half of PATH's 2.41%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-2.36%
Below half PATH's 13.10%. 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.
-100.00%
Above 1.5x PATH's -10.66%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-100.00%
Above 1.5x PATH's -4.60%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
175.77%
≥ 1.5x PATH's 21.87%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
100.00%
Less than half of PATH's -4.23%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
22.92%
1.25-1.5x PATH's 16.62%. Martin Whitman might worry about unproductive asset buildup.
19.05%
≥ 1.5x PATH's 8.04%. 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.
1.37%
Below half of PATH's 3.16%. Michael Burry sees a potential red flag for stagnation or capital shortage.
112.27%
Less than half of PATH's -7.17%. David Dodd sees a more disciplined AP approach or lower volume.
0.31%
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.
6.88%
Below half of PATH's -1.34%. Michael Burry suspects a big gap in pre-sales traction.
-29.65%
Exceeding 1.5x PATH's -9.49%. Michael Burry suspects ballooning short-term obligations vs. competitor.
10.54%
Above 1.5x PATH's 3.60%. Michael Burry sees a red flag for liquidity risk vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
2.79%
Below half PATH's 61.62%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
13.39%
Above 1.5x PATH's 6.89%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-0.72%
Less than half of PATH's 40.11%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
5.96%
50-75% of PATH's 11.40%. Bruce Berkowitz notes a lower yoy liability increase.
3.45%
Higher Common Stock (Book Value) Growth compared to PATH's zero value, indicating worse performance.
-5.54%
≥ 1.5x PATH's -3.32%. David Dodd sees higher yoy retained profits than competitor.
-19780.00%
Above 1.5x PATH's -37.64%. 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.
-1.40%
Below half PATH's 0.56%. Michael Burry sees potential underperformance in building shareholder capital.
1.37%
Below half PATH's 3.16%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
1539.31%
≥ 1.5x PATH's 96.02%. David Dodd sees far stronger investment expansions than competitor.
-83.76%
Less than half of PATH's 25.18%. David Dodd sees less overall debt expansion vs. competitor.
38.58%
Above 1.5x PATH's 10.82%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
