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.
-52.44%
Cash & equivalents declining -52.44% 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.
-52.44%
Both OBE and the company show zero Cash + Short-Term Investments Growth.
-9.41%
Receivables growth less than half of OBE's -20.41%. 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.
-63.78%
Other current assets growth 50-75% of OBE's -85.71%. Bruce Berkowitz notes fewer expansions. Possibly simpler working capital.
-34.23%
1.25-1.5x OBE's -27.27%. Bruce Berkowitz checks if strong current asset growth is used effectively.
-22.84%
≥ 1.5x OBE's -3.33%. David Dodd sees more aggressive capex. Confirm it's not overspending.
0.98%
Higher Goodwill Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
0.98%
Higher Goodwill + Intangibles Growth compared to OBE's zero value, indicating worse performance.
-6600.00%
Both OBE and the company show zero Long-Term Investments Growth.
-87.59%
Higher Tax Assets Growth compared to OBE's zero value, indicating worse performance.
1.38%
Higher Other Non-Current Assets Growth compared to OBE's zero value, indicating worse performance.
-20.47%
≥ 1.5x OBE's -3.33%. 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.
-21.90%
≥ 1.5x OBE's -5.11%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-27.17%
50-75% of OBE's -37.96%. Bruce Berkowitz notes the company is paying suppliers faster or not stretching terms as competitor does.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
18.89%
Less than half of OBE's 60.00%. David Dodd sees fewer expansions in other current obligations.
-23.47%
Similar yoy to OBE's -29.92%. Walter Schloss sees parallel short-term liability strategies.
5.14%
Above 1.5x OBE's 2.32%. Michael Burry suspects significant leverage additions. Check coverage.
4.55%
Higher Non-Current Deferred Revenue Growth compared to OBE's zero value, indicating better performance.
-80.52%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to OBE's zero value, indicating worse performance.
4.50%
Less than half of OBE's -4.88%. David Dodd notes more conservative expansions in non-current obligations.
1.26%
1.1-1.25x OBE's 1.06%. Bill Ackman questions if the firm is outpacing competitor in long-term leverage.
No Data
No Data available this quarter, please select a different quarter.
-3.46%
50-75% of OBE's -4.63%. Bruce Berkowitz notes a lower yoy liability increase.
No Data
No Data available this quarter, please select a different quarter.
-538.88%
≥ 1.5x OBE's -1.13%. David Dodd sees higher yoy retained profits than competitor.
9.89%
Above 1.5x OBE's 0.98%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
No Data available this quarter, please select a different quarter.
-42.37%
≥ 1.5x OBE's -6.07%. David Dodd sees stronger capital base growth than competitor.
-21.90%
≥ 1.5x OBE's -5.11%. David Dodd sees faster overall balance sheet growth than competitor.
-6600.00%
Both OBE and the company show zero Total Investments Growth.
4.38%
Above 1.5x OBE's 2.05%. Michael Burry sees a major jump. Investigate leverage rationale.
4.96%
Above 1.5x OBE's 2.06%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
