Metsä Board Oyj (METSA.HE)

Both yoy net incomes decline, with METSB.HE at -15.96%. Martin Whitman would view it as a broader sector or cyclical slump hitting profits.

D&A growth well above METSB.HE's 49.70%. Michael Burry would suspect heavier depreciation burdens that might erode net income unless top-line follows suit.

Well above METSB.HE's 96.45% if it’s a large positive yoy. Michael Burry would see a bigger future tax burden vs. competitor’s approach.

Both cut yoy SBC, with METSB.HE at -100.00%. Martin Whitman would view it as an industry shift to reduce stock-based pay or a sign of reduced expansions.

Both reduce yoy usage, with METSB.HE at -319.52%. Martin Whitman would find an industry or cyclical factor prompting leaner operational approaches.

AR growth well above METSB.HE's 100.00%. Michael Burry would fear inflated sales or less stringent credit controls vs. competitor.

Inventory growth well above METSB.HE's 100.00%. Michael Burry would suspect potential future write-down risk if demand does not materialize.

Both negative yoy AP, with METSB.HE at -100.00%. Martin Whitman would find an overall trend toward paying down supplier credit in the niche.

Both reduce yoy usage, with METSB.HE at -126.74%. Martin Whitman would suspect an industry or cyclical factor pulling back on these items.

Well above METSB.HE's 226.44%. Michael Burry would worry about large intangible write-downs or revaluation gains overshadowing real performance.

CapEx growth well above METSB.HE's 27.63%. Michael Burry would suspect heavier cash outlays that risk short-term free cash flow vs. competitor.

Both yoy lines negative, with METSB.HE at -100.00%. Martin Whitman sees an overall caution or integration phase for both companies’ expansions.

Purchases well above METSB.HE's 100.00%. Michael Burry would see major cash outflow into securities vs. competitor’s approach, risking near-term FCF.

Both yoy lines are negative, with METSB.HE at -100.00%. Martin Whitman suspects an environment prompting fewer sales or fewer maturities within the niche.

Growth well above METSB.HE's 16.67%. Michael Burry would suspect heavier intangible or side spending overshadowing competitor’s approach, risking short-term FCF.

Investing outflow well above METSB.HE's 39.94%. Michael Burry sees possible short-term FCF risk unless these invests pay off quickly vs. competitor’s approach.