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.
-5.51%
Cash & equivalents declining -5.51% 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.
-5.51%
Both OBE and the company show zero Cash + Short-Term Investments Growth.
3.32%
Receivables growth less than half of OBE's -7.34%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
No Data
No Data available this quarter, please select a different quarter.
9.97%
Other current assets growth < half of OBE's -0.83%. David Dodd sees a leaner approach to short-term items.
4.70%
Below half of OBE's -6.09%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-6.33%
Below half OBE's 1.67%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.57%
Higher Goodwill Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
0.57%
Higher Goodwill + Intangibles Growth compared to OBE's zero value, indicating worse performance.
-13.74%
Both OBE and the company show zero Long-Term Investments Growth.
No Data
No Data available this quarter, please select a different quarter.
625.85%
Above 1.5x OBE's 0.15%. Michael Burry warns of potential hidden liabilities or intangible bloat.
1.58%
1.25-1.5x OBE's 1.36%. Bruce Berkowitz checks if expansions surpass competitor's pace but remain justified.
No Data
No Data available this quarter, please select a different quarter.
1.81%
≥ 1.5x OBE's 1.05%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-7.31%
Less than half of OBE's -25.58%. David Dodd sees a more disciplined AP approach or lower volume.
33.84%
Less than half of OBE's -9.68%. David Dodd sees much smaller short-term leverage burden vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-42.42%
50-75% of OBE's -65.17%. Bruce Berkowitz notes a more controlled liability line.
7.75%
Less than half of OBE's -26.00%. David Dodd sees a more disciplined short-term liability approach.
0.11%
Less than half of OBE's 8.69%. David Dodd sees more deleveraging vs. competitor.
5.96%
Higher Non-Current Deferred Revenue Growth compared to OBE's zero value, indicating better performance.
1.99%
Less than half of OBE's 14.53%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-25.00%
Above 1.5x OBE's -10.67%. Michael Burry suspects a looming risk from large additions to LT liabilities.
1.90%
Less than half of OBE's 6.72%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
3.14%
Less than half of OBE's -1.41%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
0.20%
Below half OBE's 86.75%. Michael Burry suspects major net losses or high dividends vs. competitor.
10.58%
Higher AOCI Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
0.44%
Below half OBE's 2.69%. Michael Burry sees potential underperformance in building shareholder capital.
1.81%
≥ 1.5x OBE's 1.05%. David Dodd sees faster overall balance sheet growth than competitor.
-13.74%
Both OBE and the company show zero Total Investments Growth.
5.89%
Similar yoy changes to OBE's 7.08%. Walter Schloss notes parallel total debt strategies.
6.07%
Similar yoy changes to OBE's 7.08%. Walter Schloss sees parallel net leverage strategies.
