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.
-29.03%
Both companies show declining cash positions (-29.03% vs OBE's -100.00%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
No Data
No Data available this quarter, please select a different quarter.
-29.03%
Below half of OBE's -100.00%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-6.13%
Receivables growth less than half of OBE's -24.37%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-69.64%
Inventory growth 50-75% of OBE's -100.00%. Bruce Berkowitz sees relatively tighter stock. Confirm sales aren't sacrificed.
-4.24%
Other current assets growth < half of OBE's 365.15%. David Dodd sees a leaner approach to short-term items.
-10.78%
Below half of OBE's 82.54%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-13.86%
0.75-0.9x OBE's -16.23%. Bill Ackman questions if competitor invests more heavily in future capacity.
-1.75%
Goodwill growth 50-75% of OBE's -3.12%. Bruce Berkowitz notes fewer acquisitions or intangible expansions vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-1.75%
50-75% of OBE's -3.12%. Bruce Berkowitz notes lower intangible reliance than competitor.
363.64%
Higher Long-Term Investments Growth compared to OBE's zero value, indicating better performance.
103.45%
Higher Tax Assets Growth compared to OBE's zero value, indicating worse performance.
-15.26%
Less than half of OBE's 5.83%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-8.99%
0.5-0.75x OBE's -14.60%. Martin Whitman wonders if there's insufficient reinvestment vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-9.18%
0.75-0.9x OBE's -10.27%. Bill Ackman questions if competitor invests more aggressively for growth.
-7.82%
Less than half of OBE's 6.33%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
100.00%
Higher Tax Payables Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-4.76%
Less than half of OBE's 277.78%. David Dodd sees fewer expansions in other current obligations.
-11.79%
Less than half of OBE's 40.93%. David Dodd sees a more disciplined short-term liability approach.
0.26%
Less than half of OBE's -12.47%. David Dodd sees more deleveraging vs. competitor.
-1.87%
1.25-1.5x OBE's -1.38%. Bruce Berkowitz checks if the company is locking in more multi-year contracts.
-92.28%
Above 1.5x OBE's -28.04%. Michael Burry sees a much bigger deferred tax load building up.
-20.66%
50-75% of OBE's -28.14%. Bruce Berkowitz sees fewer new long-term commitments.
-4.65%
Less than half of OBE's -15.13%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-5.80%
1.1-1.25x OBE's -4.79%. Bill Ackman questions if the firm is incurring more total obligations than competitor.
0.43%
Higher Common Stock (Book Value) Growth compared to OBE's zero value, indicating worse performance.
-73.41%
≥ 1.5x OBE's -20.37%. David Dodd sees higher yoy retained profits than competitor.
15.78%
Above 1.5x OBE's 1.10%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
-0.43%
Higher Other Stockholders' Equity Items Growth compared to OBE's zero value, indicating worse performance.
-14.05%
Similar yoy to OBE's -14.47%. Walter Schloss sees parallel net worth trends.
-9.18%
0.75-0.9x OBE's -10.27%. Bill Ackman wonders if competitor invests or leverages more aggressively.
363.64%
Higher Total Investments Growth compared to OBE's zero value, indicating better performance.
-1.51%
Less than half of OBE's 1.95%. David Dodd sees less overall debt expansion vs. competitor.
0.34%
Less than half of OBE's 6.24%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
