40.40 - 41.05
29.80 - 47.18
2.12M / 3.66M (Avg.)
18.02 | 2.27
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.
-46.16%
Cash & equivalents declining -46.16% while OBE's grows 433.33%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
No Data
No Data available this quarter, please select a different quarter.
-46.16%
Below half of OBE's 433.33%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-47.39%
Receivables growth above 1.5x OBE's -20.81%. Michael Burry would check for potential credit bubble or inflated top-line.
-48.53%
Higher Inventory Growth compared to OBE's zero value, indicating worse performance.
-76.94%
Similar to OBE's -76.11%. Walter Schloss would confirm standard short-term asset patterns.
-52.12%
0.75-0.9x OBE's -66.11%. Bill Ackman would ask if competitor is building short-term resources more aggressively.
3.20%
≥ 1.5x OBE's 1.22%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
No Data
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No Data
No Data available this quarter, please select a different quarter.
No Data
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6.00%
Higher Other Non-Current Assets Growth compared to OBE's zero value, indicating worse performance.
3.31%
≥ 1.5x OBE's 0.77%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
100.00%
Higher Other Assets Growth compared to OBE's zero value, indicating worse performance.
-8.82%
0.5-0.75x OBE's -14.33%. Martin Whitman worries about slower asset growth than competitor. Is it strategy or constraint?
-52.29%
50-75% of OBE's -100.00%. Bruce Berkowitz notes the company is paying suppliers faster or not stretching terms as competitor does.
19.70%
Higher Short-Term Debt Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
No Data
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-41.15%
Less than half of OBE's 57.41%. David Dodd sees fewer expansions in other current obligations.
-41.71%
1.1-1.25x OBE's -33.59%. Bill Ackman questions if the firm is taking on more near-term obligations than competitor.
-1.29%
Less than half of OBE's -50.23%. David Dodd sees more deleveraging vs. competitor.
-100.00%
Both OBE and the company show zero Non-Current Deferred Revenue Growth.
1.84%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to OBE's zero value, indicating worse performance.
-23.64%
Above 1.5x OBE's -9.76%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-1.92%
Less than half of OBE's -41.68%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
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-14.89%
Less than half of OBE's -38.35%. David Dodd sees far fewer liability expansions relative to competitor.
8.85%
Less than half of OBE's -1.73%. David Dodd sees fewer share issuances vs. competitor.
1.16%
0.5-0.75x OBE's 1.86%. Martin Whitman is wary of weaker retention or lower profitability.
-2.55%
Less than half of OBE's 1.97%. David Dodd sees fewer intangible or market-driven swings than competitor.
-100.00%
Higher Other Stockholders' Equity Items Growth compared to OBE's zero value, indicating worse performance.
1.45%
Below half OBE's -1.37%. Michael Burry sees potential underperformance in building shareholder capital.
-8.82%
0.5-0.75x OBE's -14.33%. Martin Whitman sees underexpansion or possible missed opportunities.
No Data
No Data available this quarter, please select a different quarter.
0.19%
Less than half of OBE's -36.33%. David Dodd sees less overall debt expansion vs. competitor.
34.10%
Less than half of OBE's -36.73%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
