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.
-47.54%
Cash & equivalents declining -47.54% 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.
-47.54%
Both OBE and the company show zero Cash + Short-Term Investments Growth.
6.92%
Receivables growth above 1.5x OBE's 0.70%. Michael Burry would check for potential credit bubble or inflated top-line.
32.46%
Higher Inventory Growth compared to OBE's zero value, indicating worse performance.
-36.57%
Other current assets growth 50-75% of OBE's -56.41%. Bruce Berkowitz notes fewer expansions. Possibly simpler working capital.
-19.05%
0.5-0.75x OBE's -27.92%. Martin Whitman might see risk if this hampers near-term financial flexibility.
4.82%
Below half OBE's -1.12%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
6.75%
Higher Goodwill Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
6.75%
Higher Goodwill + Intangibles Growth compared to OBE's zero value, indicating worse performance.
10.79%
Higher Long-Term Investments Growth compared to OBE's zero value, indicating better performance.
No Data
No Data available this quarter, please select a different quarter.
-3.55%
Higher Other Non-Current Assets Growth compared to OBE's zero value, indicating worse performance.
4.49%
Below half of OBE's -0.96%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
1.58%
Below half of OBE's -2.50%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-3.26%
Less than half of OBE's -19.80%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
43.99%
Higher Tax Payables Growth compared to OBE's zero value, indicating worse performance.
24.56%
Higher Deferred Revenue (Current) Growth compared to OBE's zero value, indicating better performance.
-22.22%
Less than half of OBE's -75.53%. David Dodd sees fewer expansions in other current obligations.
2.36%
Less than half of OBE's -28.71%. David Dodd sees a more disciplined short-term liability approach.
-5.48%
Above 1.5x OBE's -0.69%. Michael Burry suspects significant leverage additions. Check coverage.
No Data
No Data available this quarter, please select a different quarter.
1.61%
Less than half of OBE's -2.80%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
3.93%
Less than half of OBE's -96.91%. David Dodd notes more conservative expansions in non-current obligations.
-1.00%
Similar yoy to OBE's -1.02%. Walter Schloss sees parallel expansions in long-term liabilities.
No Data
No Data available this quarter, please select a different quarter.
-0.52%
Less than half of OBE's -3.92%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.34%
Below half OBE's -508.89%. Michael Burry suspects major net losses or high dividends vs. competitor.
162.99%
Higher AOCI Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
3.76%
Below half OBE's -1.36%. Michael Burry sees potential underperformance in building shareholder capital.
1.58%
Below half OBE's -2.50%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
10.79%
Higher Total Investments Growth compared to OBE's zero value, indicating better performance.
-5.34%
Above 1.5x OBE's -0.66%. Michael Burry sees a major jump. Investigate leverage rationale.
-2.33%
Above 1.5x OBE's -0.66%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
