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.
-39.78%
Cash & equivalents declining -39.78% while OBE's grows 0.00%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-100.00%
Both OBE and the company show zero Short-Term Investments Growth.
-39.78%
Both OBE and the company show zero Cash + Short-Term Investments Growth.
80.59%
Receivables growth less than half of OBE's -2.86%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-100.00%
Inventory growth below half of OBE's 31.25%. David Dodd would check if that's due to efficiency or supply constraints.
-70.95%
Other current assets growth < half of OBE's 19.51%. David Dodd sees a leaner approach to short-term items.
-14.05%
Below half of OBE's 6.88%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
1.82%
Below half OBE's -2.34%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
-0.69%
Higher Goodwill Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-0.69%
Higher Goodwill + Intangibles Growth compared to OBE's zero value, indicating worse performance.
1015.38%
Higher Long-Term Investments Growth compared to OBE's zero value, indicating better performance.
-2.11%
Higher Tax Assets Growth compared to OBE's zero value, indicating worse performance.
-61.81%
Higher Other Non-Current Assets Growth compared to OBE's zero value, indicating worse performance.
1.25%
Below half of OBE's -2.34%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-1.03%
0.5-0.75x OBE's -1.76%. Martin Whitman worries about slower asset growth than competitor. Is it strategy or constraint?
380.23%
Above 1.5x OBE's 4.73%. 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.
-57.14%
Higher Tax Payables Growth compared to OBE's zero value, indicating worse performance.
-100.00%
≥ 1.5x OBE's -3.70%. David Dodd sees stronger subscription/prepayment demand.
-26.90%
Less than half of OBE's 22.58%. David Dodd sees fewer expansions in other current obligations.
1.63%
Less than half of OBE's 6.99%. David Dodd sees a more disciplined short-term liability approach.
0.02%
Less than half of OBE's 2.13%. David Dodd sees more deleveraging vs. competitor.
-21.19%
Both OBE and the company show zero Non-Current Deferred Revenue Growth.
-2.94%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to OBE's zero value, indicating worse performance.
-2.24%
Less than half of OBE's -7.02%. David Dodd notes more conservative expansions in non-current obligations.
-3.37%
Above 1.5x OBE's -1.62%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
No Data available this quarter, please select a different quarter.
-2.40%
Less than half of OBE's 1.31%. David Dodd sees far fewer liability expansions relative to competitor.
27.50%
Above 1.5x OBE's 0.05%. Michael Burry suspects heavy new equity expansion or dilution.
17.48%
Below half OBE's -58.56%. Michael Burry suspects major net losses or high dividends vs. competitor.
2.21%
Higher AOCI Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
0.71%
Below half OBE's -2.95%. Michael Burry sees potential underperformance in building shareholder capital.
-1.03%
0.5-0.75x OBE's -1.76%. Martin Whitman sees underexpansion or possible missed opportunities.
1015.38%
Higher Total Investments Growth compared to OBE's zero value, indicating better performance.
-2.33%
Less than half of OBE's 2.23%. David Dodd sees less overall debt expansion vs. competitor.
2.85%
1.25-1.5x OBE's 2.24%. Martin Whitman is wary of heavier net leverage vs. competitor.
