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.
-6.96%
Cash & equivalents declining -6.96% 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.
-6.96%
Both OBE and the company show zero Cash + Short-Term Investments Growth.
-3.46%
Receivables growth less than half of OBE's 3.91%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
12.45%
Higher Inventory Growth compared to OBE's zero value, indicating worse performance.
-9.95%
Other current assets growth < half of OBE's -36.36%. David Dodd sees a leaner approach to short-term items.
-2.79%
0.5-0.75x OBE's -4.78%. Martin Whitman might see risk if this hampers near-term financial flexibility.
6.54%
≥ 1.5x OBE's 0.21%. David Dodd sees more aggressive capex. Confirm it's not overspending.
5.83%
Above 1.5x OBE's 0.00%. Michael Burry warns of potential big write-downs if synergy fails.
No Data
No Data available this quarter, please select a different quarter.
5.83%
Above 1.5x OBE's 0.00%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-0.61%
Higher Other Non-Current Assets Growth compared to OBE's zero value, indicating worse performance.
5.73%
≥ 1.5x OBE's 0.20%. 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.
4.76%
≥ 1.5x OBE's 0.01%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
5.70%
Less than half of OBE's 22.46%. David Dodd sees a more disciplined AP approach or lower volume.
112.88%
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%
Both OBE and the company show zero Deferred Revenue (Current) Growth.
-0.94%
Less than half of OBE's 16.11%. David Dodd sees fewer expansions in other current obligations.
14.22%
50-75% of OBE's 21.15%. Bruce Berkowitz notes the firm keeps current liabilities growth relatively low.
-9.96%
Less than half of OBE's 0.12%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
6.27%
Less than half of OBE's -2.04%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
1.25%
Less than half of OBE's -2.32%. David Dodd notes more conservative expansions in non-current obligations.
-1.26%
1.25-1.5x OBE's -0.85%. Martin Whitman is wary of heavier future burdens.
-100.00%
Higher Other Liabilities Growth compared to OBE's zero value, indicating worse performance.
2.13%
1.25-1.5x OBE's 1.54%. Martin Whitman is wary of bigger liability expansions.
No Data
No Data available this quarter, please select a different quarter.
5.36%
Below half OBE's -12.16%. Michael Burry suspects major net losses or high dividends vs. competitor.
37.48%
Higher AOCI Growth compared to OBE's zero value, indicating worse performance.
100.00%
Similar yoy changes to OBE's 100.00%. Walter Schloss finds parallel equity item fluctuations.
8.08%
Below half OBE's -1.18%. Michael Burry sees potential underperformance in building shareholder capital.
4.76%
≥ 1.5x OBE's 0.01%. David Dodd sees faster overall balance sheet growth than competitor.
No Data
No Data available this quarter, please select a different quarter.
-2.17%
Less than half of OBE's 0.12%. David Dodd sees less overall debt expansion vs. competitor.
-1.78%
Less than half of OBE's 0.12%. David Dodd sees better deleveraging or stronger cash buildup than competitor.