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.
-19.12%
Both companies show declining cash positions (-19.12% vs OBE's -50.00%). 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.
-19.12%
Below half of OBE's -50.00%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-41.02%
Receivables growth less than half of OBE's 10.53%. 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.
627.10%
Above 1.5x OBE's 12.33%. Michael Burry might investigate for potential short-term asset misclassification or risk.
2.76%
Below half of OBE's 9.88%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
2.99%
Below half OBE's -2.66%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
-0.15%
Higher Goodwill Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-0.15%
Higher Goodwill + Intangibles Growth compared to OBE's zero value, indicating worse performance.
-69.05%
0.5-0.75x OBE's -100.00%. Martin Whitman warns that the firm may be missing strategic opportunities.
-27.01%
Higher Tax Assets Growth compared to OBE's zero value, indicating worse performance.
171.64%
Higher Other Non-Current Assets Growth compared to OBE's zero value, indicating worse performance.
0.32%
Below half of OBE's -2.69%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
0.68%
Below half of OBE's -1.99%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-78.82%
Above 1.5x OBE's -10.84%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
No Data
No Data available this quarter, please select a different quarter.
16.67%
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.
2064.29%
Exceeding 1.5x OBE's 933.33%. Michael Burry suspects ballooning short-term obligations vs. competitor.
21.02%
Above 1.5x OBE's 10.85%. Michael Burry sees a red flag for liquidity risk vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
11.30%
Below half OBE's -100.00%. Michael Burry suspects a serious gap in multi-year pipeline.
3.03%
Less than half of OBE's -100.00%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
0.45%
Less than half of OBE's 4460.00%. David Dodd notes more conservative expansions in non-current obligations.
0.76%
Less than half of OBE's -5.44%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
4.15%
Less than half of OBE's -0.47%. David Dodd sees far fewer liability expansions relative to competitor.
-22.21%
Higher Common Stock (Book Value) Growth compared to OBE's zero value, indicating worse performance.
-130.65%
1.25-1.5x OBE's -109.43%. Bruce Berkowitz notes stronger reinvestment strategy.
0.58%
50-75% of OBE's 1.05%. Bruce Berkowitz notes relatively lower AOCI expansions.
No Data
No Data available this quarter, please select a different quarter.
-3.40%
1.25-1.5x OBE's -2.56%. Bruce Berkowitz notes an above-average equity expansion.
0.68%
Below half OBE's -1.99%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-69.05%
0.5-0.75x OBE's -100.00%. Martin Whitman sees possible missed opportunities vs. competitor.
0.84%
Less than half of OBE's -1.37%. David Dodd sees less overall debt expansion vs. competitor.
4.40%
Less than half of OBE's -0.83%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
