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.
-55.21%
Cash & equivalents declining -55.21% while OBE's grows 0.00%. 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.
-55.21%
Both OBE and the company show zero Cash + Short-Term Investments Growth.
32.45%
Receivables growth 1.25-1.5x OBE's 25.40%. Martin Whitman would worry that the company may be booking revenue too aggressively.
59.90%
Higher Inventory Growth compared to OBE's zero value, indicating worse performance.
127.32%
Other current assets growth 50-75% of OBE's 207.39%. Bruce Berkowitz notes fewer expansions. Possibly simpler working capital.
36.80%
0.75-0.9x OBE's 42.15%. Bill Ackman would ask if competitor is building short-term resources more aggressively.
8.02%
≥ 1.5x OBE's 1.56%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
4.15%
Higher Intangible Assets Growth compared to OBE's zero value, indicating worse performance.
4.15%
Higher Goodwill + Intangibles Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
10.07%
Higher Other Non-Current Assets Growth compared to OBE's zero value, indicating worse performance.
7.83%
≥ 1.5x OBE's 1.56%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
No Data available this quarter, please select a different quarter.
10.94%
≥ 1.5x OBE's 3.52%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
30.18%
Less than half of OBE's -3.09%. David Dodd sees a more disciplined AP approach or lower volume.
-29.34%
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.
100.00%
Higher Deferred Revenue (Current) Growth compared to OBE's zero value, indicating better performance.
53.39%
Less than half of OBE's -70.38%. David Dodd sees fewer expansions in other current obligations.
36.00%
Less than half of OBE's -38.90%. David Dodd sees a more disciplined short-term liability approach.
19.70%
50-75% of OBE's 35.13%. Bruce Berkowitz notes less new LT debt than competitor.
52428900.00%
Higher Non-Current Deferred Revenue Growth compared to OBE's zero value, indicating better performance.
3.19%
50-75% of OBE's 5.01%. Bruce Berkowitz notes relatively lower DTL growth.
11.60%
Above 1.5x OBE's 6.67%. Michael Burry suspects a looming risk from large additions to LT liabilities.
13.04%
Similar yoy to OBE's 17.09%. Walter Schloss sees parallel expansions in long-term liabilities.
No Data
No Data available this quarter, please select a different quarter.
18.61%
Above 1.5x OBE's 2.69%. Michael Burry sees a potential leverage warning sign.
-0.20%
Higher Common Stock (Book Value) Growth compared to OBE's zero value, indicating worse performance.
-2.59%
Below half OBE's 5.75%. Michael Burry suspects major net losses or high dividends vs. competitor.
40.14%
Less than half of OBE's 320.00%. David Dodd sees fewer intangible or market-driven swings than competitor.
419430300.00%
Higher Other Stockholders' Equity Items Growth compared to OBE's zero value, indicating worse performance.
1.63%
Below half OBE's 4.34%. Michael Burry sees potential underperformance in building shareholder capital.
10.94%
≥ 1.5x OBE's 3.52%. David Dodd sees faster overall balance sheet growth than competitor.
No Data
No Data available this quarter, please select a different quarter.
17.58%
50-75% of OBE's 35.13%. Bruce Berkowitz sees relatively smaller yoy debt additions.
21.04%
50-75% of OBE's 35.13%. Bruce Berkowitz notes comparatively lower net debt expansion.
