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.
-28.01%
Cash & equivalents declining -28.01% 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.
-28.01%
Both OBE and the company show zero Cash + Short-Term Investments Growth.
-34.82%
Receivables growth above 1.5x OBE's -1.52%. Michael Burry would check for potential credit bubble or inflated top-line.
-84.84%
Higher Inventory Growth compared to OBE's zero value, indicating worse performance.
108.72%
Other current assets growth < half of OBE's -30.68%. David Dodd sees a leaner approach to short-term items.
-18.19%
≥ 1.5x OBE's -7.32%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
4.25%
Below half OBE's -2.79%. 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.
-100.00%
Higher Intangible Assets Growth compared to OBE's zero value, indicating worse performance.
-2.78%
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.
28.20%
Higher Other Non-Current Assets Growth compared to OBE's zero value, indicating worse performance.
5.65%
Below half of OBE's -2.79%. Michael Burry might suspect stagnation or lack of resources for expansions.
-100.00%
Higher Other Assets Growth compared to OBE's zero value, indicating worse performance.
2.50%
Below half of OBE's -3.09%. Michael Burry sees a potential red flag for stagnation or capital shortage.
11.54%
Less than half of OBE's 32.62%. David Dodd sees a more disciplined AP approach or lower volume.
-66.63%
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
No Data available this quarter, please select a different quarter.
-25.23%
Exceeding 1.5x OBE's -6.78%. Michael Burry suspects ballooning short-term obligations vs. competitor.
-10.25%
Less than half of OBE's 22.46%. David Dodd sees a more disciplined short-term liability approach.
-18.42%
50-75% of OBE's -30.35%. Bruce Berkowitz notes less new LT debt than competitor.
-100.00%
Both OBE and the company show zero Non-Current Deferred Revenue Growth.
14.72%
Less than half of OBE's -7.34%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
0.34%
Less than half of OBE's -2.19%. David Dodd notes more conservative expansions in non-current obligations.
-5.89%
Less than half of OBE's -17.21%. David Dodd sees a more conservative approach to non-current liabilities.
-100.00%
Higher Other Liabilities Growth compared to OBE's zero value, indicating worse performance.
-7.10%
50-75% of OBE's -11.14%. Bruce Berkowitz notes a lower yoy liability increase.
0.57%
Higher Common Stock (Book Value) Growth compared to OBE's zero value, indicating worse performance.
32.20%
≥ 1.5x OBE's 6.13%. David Dodd sees higher yoy retained profits than competitor.
-10.21%
Less than half of OBE's 161.90%. 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.
16.09%
≥ 1.5x OBE's 4.75%. David Dodd sees stronger capital base growth than competitor.
2.50%
Below half OBE's -3.09%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-19.67%
50-75% of OBE's -30.35%. Bruce Berkowitz sees relatively smaller yoy debt additions.
-19.52%
50-75% of OBE's -30.35%. Bruce Berkowitz notes comparatively lower net debt expansion.