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.
-34.87%
Cash & equivalents declining -34.87% while PATH's grows 5.89%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-8.75%
Short-term investments yoy growth below half of PATH's 0.50%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-16.99%
Below half of PATH's 3.47%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
40.48%
Receivables growth above 1.5x PATH's 13.83%. Michael Burry would check for potential credit bubble or inflated top-line.
-17.95%
Inventory growth below half of PATH's -100.00%. David Dodd would check if that's due to efficiency or supply constraints.
11.82%
Above 1.5x PATH's 3.18%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-16.79%
Below half of PATH's 3.13%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-3.65%
Below half PATH's 5.04%. 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.
-4.35%
Less than half of PATH's -10.67%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-4.35%
Above 1.5x PATH's -0.02%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
55.94%
Below half of PATH's -95.74%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
4.35%
Less than half of PATH's -9.04%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
25.52%
Less than half of PATH's 867.69%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
27.69%
Similar yoy growth to PATH's 25.63%. Walter Schloss finds parallel expansions in non-current assets.
No Data
No Data available this quarter, please select a different quarter.
2.87%
Below half of PATH's 6.02%. Michael Burry sees a potential red flag for stagnation or capital shortage.
20.95%
Less than half of PATH's -74.77%. David Dodd sees a more disciplined AP approach or lower volume.
0.64%
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.
16.05%
0.75-0.9x PATH's 19.95%. Bill Ackman wonders if competitor is securing more prepayments.
29.86%
Less than half of PATH's -22.45%. David Dodd sees fewer expansions in other current obligations.
16.85%
1.25-1.5x PATH's 13.38%. Martin Whitman is wary of bigger short-term burdens.
No Data
No Data available this quarter, please select a different quarter.
2.05%
Below half PATH's 21.44%. 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 PATH's -8.38%. David Dodd notes more conservative expansions in non-current obligations.
-0.47%
Less than half of PATH's 14.53%. 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%
Similar yoy to PATH's 13.66%. Walter Schloss sees parallel expansions in total liabilities.
No Data
No Data available this quarter, please select a different quarter.
-8.45%
Below half PATH's 1.74%. Michael Burry suspects major net losses or high dividends vs. competitor.
212.30%
1.1-1.25x PATH's 179.45%. Bill Ackman questions if the firm has more exposure to market fluctuations.
No Data
No Data available this quarter, please select a different quarter.
-3.76%
Below half PATH's 2.80%. Michael Burry sees potential underperformance in building shareholder capital.
2.87%
Below half PATH's 6.02%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
10.36%
≥ 1.5x PATH's 1.26%. David Dodd sees far stronger investment expansions than competitor.
-4.22%
Less than half of PATH's 16.27%. David Dodd sees less overall debt expansion vs. competitor.
65.42%
Less than half of PATH's -5.25%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
