176.45 - 178.59
86.62 - 184.48
124.91M / 173.95M (Avg.)
50.81 | 3.50
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.
-4.94%
Cash & equivalents declining -4.94% while Semiconductors shows 2.65% growth. Howard Marks would investigate if this cash drain is temporary or signals deeper issues.
5.39%
Short-term investments yoy growth ≥ 1.5x the Semiconductors median of 0.00%. Joel Greenblatt might see stronger near-cash accumulation as an opportunity. Check yields vs. peers.
3.31%
Cash + STI yoy growth ≥ 1.5x the Semiconductors median of 1.97%. Joel Greenblatt would see a liquidity advantage if effectively redeployed.
7.06%
Receivables growth above 1.5x Semiconductors median of 0.05%. Jim Chanos might see a serious red flag in ballooning receivables.
0.54%
Inventory growth less than half of Semiconductors median of 3.20%. Joel Greenblatt might see well-managed stock levels if revenue is fine.
1.93%
Other current assets growth less than half of Semiconductors median of -0.66%. Joel Greenblatt would see a leaner short-term structure vs. peers.
3.24%
Near the Semiconductors median of 2.97%. Charlie Munger sees typical short-term asset management among peers.
2.84%
PP&E growth ≥ 1.5x the Semiconductors median of 0.28%. Joel Greenblatt sees aggressive expansion. Check if revenue growth supports it.
0.34%
Goodwill growth above 1.5x Semiconductors median of 0.00%. Jim Chanos might see a red flag for future write-down risk or pricey takeovers.
-0.60%
Intangibles growth < half the Semiconductors median of -2.40%. Joel Greenblatt sees fewer intangible expansions vs. peers. Possibly less impairment risk.
0.02%
Below half of Semiconductors median of -0.59%. Joel Greenblatt sees relatively minimal intangible expansions vs. peers.
1.11%
≥ 1.5x the Semiconductors median of 0.00%. Joel Greenblatt sees a bigger push into long-term investments. Check synergy with core business.
-1.11%
Above 1.5x Semiconductors median of 0.00%. Jim Chanos sees large expansions in deferred tax assets, possibly pointing to bigger NOLs.
-2.05%
Above 1.5x Semiconductors median of 0.00%. Jim Chanos sees a red flag for intangible or questionable expansions in the balance sheet.
0.88%
≥ 1.5x the Semiconductors median of 0.55%. Joel Greenblatt sees more aggressive long-term asset growth than peers, but it must be value-accretive.
No Data
No Data available this quarter, please select a different quarter.
2.55%
1.25-1.5x Semiconductors median of 1.70%. Mohnish Pabrai might see above-average growth. Check if financed sensibly.
7.42%
Payables growth above 1.5x Semiconductors median of 3.79%. Jim Chanos might see a warning sign of stressed supplier payments.
No Data
No Data available this quarter, please select a different quarter.
26.96%
Above 1.5x Semiconductors median of 0.00%. Jim Chanos might see a surge in tax payables that could stress cash flow.
5.76%
≥ 1.5x the Semiconductors median of 0.00%. Joel Greenblatt sees a robust subscription base vs. peers.
37.48%
Above 1.5x Semiconductors median of 0.00%. Jim Chanos suspects a potential short-term burden spike.
5.36%
Above 1.5x Semiconductors median of 2.03%. Jim Chanos suspects potential working capital strain.
-3.79%
Above 1.5x Semiconductors median of 0.00%. Jim Chanos might see a red flag for ballooning debt load.
-63.22%
Below half Semiconductors median of 0.00%. Jim Chanos sees a potential shortage of multi-year commitments.
3.72%
Above 1.5x Semiconductors median of 0.00%. Jim Chanos suspects major expansions in deferred taxes.
2.35%
Above 1.5x Semiconductors median of 0.00%. Jim Chanos sees a potentially alarming surge in other LT obligations.
-12.31%
Above 1.5x Semiconductors median of -0.05%. Jim Chanos suspects a red flag in ballooning future obligations.
No Data
No Data available this quarter, please select a different quarter.
-0.48%
Below half Semiconductors median of 1.30%. Joel Greenblatt sees a much lower liability expansion vs. peers.
0.83%
Above 1.5x Semiconductors median of 0.00%. Jim Chanos suspects heavier share issuance than peers.
2.26%
Near Semiconductors median of 2.33%. Charlie Munger sees typical yoy changes in retained earnings.
-0.59%
Above 1.5x Semiconductors median 0.00%. Jim Chanos suspects a red flag if these gains are highly volatile.
No Data
No Data available this quarter, please select a different quarter.
3.56%
≥ 1.5x Semiconductors median of 1.96%. Joel Greenblatt sees stronger equity growth vs. peers.
2.55%
1.25-1.5x Semiconductors median of 1.70%. Mohnish Pabrai notes above-average growth in liabilities + equity.
5.39%
≥ 1.5x Semiconductors median of 0.00%. Joel Greenblatt sees bigger push into investments vs. peers.
-3.79%
Above 1.5x Semiconductors median of 0.00%. Jim Chanos suspects a big rise in leverage. Check coverage carefully.
4.98%
Below half of Semiconductors median -1.49%. Joel Greenblatt sees stronger deleveraging or cash accumulation vs. peers.
