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.
-55.11%
Both companies show declining cash positions (-55.11% vs PATH's -3.38%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
67.64%
Short-term investments yoy growth 1.25-1.5x PATH's 57.25%. Bruce Berkowitz might examine if there's a temporary reason for higher holdings.
-6.63%
Below half of PATH's 4.78%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
35.32%
Receivables growth above 1.5x PATH's 12.36%. Michael Burry would check for potential credit bubble or inflated top-line.
-8.83%
Inventory growth below half of PATH's 83.35%. David Dodd would check if that's due to efficiency or supply constraints.
41.46%
Other current assets growth < half of PATH's 89.81%. David Dodd sees a leaner approach to short-term items.
-0.57%
Below half of PATH's 8.58%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-2.26%
Below half PATH's 3.04%. 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.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
77.59%
≥ 1.5x PATH's 0.75%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
No Data
No Data available this quarter, please select a different quarter.
7.79%
Less than half of PATH's 22.23%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
12.36%
1.25-1.5x PATH's 10.88%. Bruce Berkowitz checks if expansions surpass competitor's pace but remain justified.
No Data
No Data available this quarter, please select a different quarter.
4.32%
Below half of PATH's 8.90%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-30.49%
1.25-1.5x PATH's -20.99%. Martin Whitman sees potential reliance on supplier financing. Verify liquidity.
-100.00%
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.
17.50%
Below half of PATH's 38.11%. Michael Burry suspects a big gap in pre-sales traction.
309.40%
Exceeding 1.5x PATH's 2.91%. Michael Burry suspects ballooning short-term obligations vs. competitor.
17.02%
50-75% of PATH's 31.43%. Bruce Berkowitz notes the firm keeps current liabilities growth relatively low.
No Data
No Data available this quarter, please select a different quarter.
6.42%
Below half PATH's 13.07%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
28.84%
Less than half of PATH's -16.34%. David Dodd notes more conservative expansions in non-current obligations.
1.91%
Less than half of PATH's 7.64%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
11.27%
Less than half of PATH's 25.03%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-4.81%
≥ 1.5x PATH's -1.54%. David Dodd sees higher yoy retained profits than competitor.
33.74%
Above 1.5x PATH's 9.48%. 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.
-0.18%
Below half PATH's 3.24%. Michael Burry sees potential underperformance in building shareholder capital.
4.32%
Below half PATH's 8.90%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
59.08%
Similar yoy to PATH's 56.53%. Walter Schloss notes parallel moves in the investment portfolio.
466.43%
Above 1.5x PATH's 3.16%. Michael Burry sees a major jump. Investigate leverage rationale.
81.72%
Above 1.5x PATH's 3.67%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
