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.
-54.73%
Cash & equivalents declining -54.73% while OBE's grows 50.00%. 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.
-54.73%
Below half of OBE's 50.00%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
96.71%
Receivables growth above 1.5x OBE's 49.06%. Michael Burry would check for potential credit bubble or inflated top-line.
No Data
No Data available this quarter, please select a different quarter.
-77.44%
Above 1.5x OBE's -42.86%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-21.45%
Below half of OBE's 23.68%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
67.30%
Below half OBE's -0.35%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
1.06%
Higher Goodwill Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
1.06%
Higher Goodwill + Intangibles Growth compared to OBE's zero value, indicating worse performance.
427.27%
Higher Long-Term Investments Growth compared to OBE's zero value, indicating better performance.
-31.02%
Higher Tax Assets Growth compared to OBE's zero value, indicating worse performance.
354.55%
Higher Other Non-Current Assets Growth compared to OBE's zero value, indicating worse performance.
54.58%
≥ 1.5x OBE's 0.93%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
No Data available this quarter, please select a different quarter.
41.32%
≥ 1.5x OBE's 1.58%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
771.24%
Less than half of OBE's -13.99%. 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.
-99.91%
Both OBE and the company show zero Deferred Revenue (Current) Growth.
-77.10%
Less than half of OBE's 41.67%. David Dodd sees fewer expansions in other current obligations.
41.67%
Above 1.5x OBE's 7.89%. Michael Burry sees a red flag for liquidity risk vs. competitor.
70.34%
Above 1.5x OBE's 6.47%. Michael Burry suspects significant leverage additions. Check coverage.
30.60%
Higher Non-Current Deferred Revenue Growth compared to OBE's zero value, indicating better performance.
81.48%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to OBE's zero value, indicating worse performance.
26.49%
Less than half of OBE's -27.89%. David Dodd notes more conservative expansions in non-current obligations.
43.99%
Above 1.5x OBE's 12.33%. 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.
43.40%
Above 1.5x OBE's 11.25%. Michael Burry sees a potential leverage warning sign.
97.27%
Above 1.5x OBE's 0.05%. Michael Burry suspects heavy new equity expansion or dilution.
-66.90%
≥ 1.5x OBE's -11.30%. David Dodd sees higher yoy retained profits than competitor.
3.31%
Higher AOCI Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
39.12%
Below half OBE's -2.46%. Michael Burry sees potential underperformance in building shareholder capital.
41.32%
≥ 1.5x OBE's 1.58%. David Dodd sees faster overall balance sheet growth than competitor.
427.27%
Higher Total Investments Growth compared to OBE's zero value, indicating better performance.
41.28%
Similar yoy changes to OBE's 39.90%. Walter Schloss notes parallel total debt strategies.
63.08%
Above 1.5x OBE's 39.86%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
