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.
-25.73%
Cash & equivalents declining -25.73% 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.
-25.73%
Both OBE and the company show zero Cash + Short-Term Investments Growth.
12.34%
Receivables growth less than half of OBE's -3.91%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-80.00%
Higher Inventory Growth compared to OBE's zero value, indicating worse performance.
-44.99%
Above 1.5x OBE's -26.76%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-20.60%
≥ 1.5x OBE's -10.40%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-0.93%
Below half OBE's -6.11%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
-3.06%
Higher Goodwill Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-3.06%
Higher Goodwill + Intangibles Growth compared to OBE's zero value, indicating worse performance.
26.60%
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.
-13.79%
Higher Other Non-Current Assets Growth compared to OBE's zero value, indicating worse performance.
-1.01%
0.75-0.9x OBE's -1.17%. Bill Ackman questions if the competitor invests more robustly in future growth.
No Data
No Data available this quarter, please select a different quarter.
-3.69%
≥ 1.5x OBE's -1.51%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-4.71%
Less than half of OBE's -14.21%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-63.08%
50-75% of OBE's -100.00%. Bruce Berkowitz notes a more controlled liability line.
-10.27%
50-75% of OBE's -19.62%. Bruce Berkowitz notes the firm keeps current liabilities growth relatively low.
-0.67%
Less than half of OBE's -10.08%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
1.10%
Less than half of OBE's -19.28%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
1.25%
Less than half of OBE's 1193.33%. David Dodd notes more conservative expansions in non-current obligations.
0.13%
Less than half of OBE's -11.50%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-1.52%
Less than half of OBE's -12.60%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-5.60%
≥ 1.5x OBE's -0.13%. David Dodd sees higher yoy retained profits than competitor.
-19.37%
Higher AOCI Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-5.66%
Below half OBE's 6.22%. Michael Burry sees potential underperformance in building shareholder capital.
-3.69%
≥ 1.5x OBE's -1.51%. David Dodd sees faster overall balance sheet growth than competitor.
26.60%
Higher Total Investments Growth compared to OBE's zero value, indicating better performance.
-0.65%
Less than half of OBE's -9.16%. David Dodd sees less overall debt expansion vs. competitor.
7.95%
Less than half of OBE's -9.16%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
