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.
-47.04%
Cash & equivalents declining -47.04% 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.
-47.04%
Both OBE and the company show zero Cash + Short-Term Investments Growth.
-3.37%
Receivables growth less than half of OBE's 9.34%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
39.43%
Higher Inventory Growth compared to OBE's zero value, indicating worse performance.
28.95%
Other current assets growth 50-75% of OBE's 42.52%. Bruce Berkowitz notes fewer expansions. Possibly simpler working capital.
6.86%
Below half of OBE's 17.71%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
2.26%
Below half OBE's -1.32%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
-0.05%
Less than half of OBE's 6.81%. David Dodd might see less intangible risk, assuming stable revenue growth.
No Data
No Data available this quarter, please select a different quarter.
-0.05%
Less than half of OBE's 6.81%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-4.32%
Higher Other Non-Current Assets Growth compared to OBE's zero value, indicating worse performance.
1.88%
Below half of OBE's -0.70%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
2.32%
Below half of OBE's -0.03%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-5.64%
Less than half of OBE's 34.42%. David Dodd sees a more disciplined AP approach or lower volume.
-100.00%
Similar yoy changes to OBE's -100.00%. Walter Schloss finds a parallel approach to short-term funding.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-20.47%
Less than half of OBE's 21.44%. David Dodd sees fewer expansions in other current obligations.
-13.00%
Less than half of OBE's 2.84%. David Dodd sees a more disciplined short-term liability approach.
8.11%
Less than half of OBE's -1.50%. David Dodd sees more deleveraging vs. competitor.
-50.00%
Both OBE and the company show zero Non-Current Deferred Revenue Growth.
6.89%
Above 1.5x OBE's 3.36%. Michael Burry sees a much bigger deferred tax load building up.
0.78%
Less than half of OBE's -0.40%. David Dodd notes more conservative expansions in non-current obligations.
6.96%
Above 1.5x OBE's 0.35%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
No Data available this quarter, please select a different quarter.
2.34%
Above 1.5x OBE's 0.79%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
4.67%
Below half OBE's -3.83%. Michael Burry suspects major net losses or high dividends vs. competitor.
-0.40%
Higher AOCI Growth compared to OBE's zero value, indicating worse performance.
-100.00%
Higher Other Stockholders' Equity Items Growth compared to OBE's zero value, indicating worse performance.
2.31%
Below half OBE's -0.46%. Michael Burry sees potential underperformance in building shareholder capital.
2.32%
Below half OBE's -0.03%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
6.76%
Less than half of OBE's -9.75%. David Dodd sees less overall debt expansion vs. competitor.
9.20%
Less than half of OBE's -9.75%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
