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.
-17.95%
Cash & equivalents declining -17.95% while OBE's grows 200.00%. 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.
-17.95%
Below half of OBE's 200.00%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-6.53%
Similar receivables growth to OBE's -7.69%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
No Data
No Data available this quarter, please select a different quarter.
-51.01%
Similar to OBE's -50.00%. Walter Schloss would confirm standard short-term asset patterns.
-17.30%
Below half of OBE's 5.36%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-12.14%
≥ 1.5x OBE's -2.05%. David Dodd sees more aggressive capex. Confirm it's not overspending.
0.54%
Higher Goodwill Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
0.54%
Higher Goodwill + Intangibles Growth compared to OBE's zero value, indicating worse performance.
73.85%
Higher Long-Term Investments Growth compared to OBE's zero value, indicating better performance.
-62.69%
Higher Tax Assets Growth compared to OBE's zero value, indicating worse performance.
0.91%
Higher Other Non-Current Assets Growth compared to OBE's zero value, indicating worse performance.
-9.03%
≥ 1.5x OBE's -2.05%. 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.
-9.75%
≥ 1.5x OBE's -1.63%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
8.15%
Less than half of OBE's 19.40%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
200.00%
Higher Tax Payables Growth compared to OBE's zero value, indicating worse performance.
200.00%
Higher Deferred Revenue (Current) Growth compared to OBE's zero value, indicating better performance.
-20.93%
Higher Other Current Liabilities Growth compared to OBE's zero value, indicating worse performance.
5.81%
Less than half of OBE's 14.61%. David Dodd sees a more disciplined short-term liability approach.
-3.04%
50-75% of OBE's -5.57%. Bruce Berkowitz notes less new LT debt than competitor.
9.42%
Higher Non-Current Deferred Revenue Growth compared to OBE's zero value, indicating better performance.
-62.69%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to OBE's zero value, indicating worse performance.
7.80%
Higher Other Non-Current Liabilities Growth compared to OBE's zero value, indicating worse performance.
-2.30%
50-75% of OBE's -4.56%. Bruce Berkowitz notes a smaller yoy liability buildup than competitor.
No Data
No Data available this quarter, please select a different quarter.
-1.07%
50-75% of OBE's -1.97%. Bruce Berkowitz notes a lower yoy liability increase.
No Data
No Data available this quarter, please select a different quarter.
-43.04%
≥ 1.5x OBE's -0.20%. David Dodd sees higher yoy retained profits than competitor.
2.40%
Above 1.5x OBE's 0.97%. 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.
-25.90%
≥ 1.5x OBE's -0.92%. David Dodd sees stronger capital base growth than competitor.
-9.75%
≥ 1.5x OBE's -1.63%. David Dodd sees faster overall balance sheet growth than competitor.
73.85%
Higher Total Investments Growth compared to OBE's zero value, indicating better performance.
-2.85%
50-75% of OBE's -5.23%. Bruce Berkowitz sees relatively smaller yoy debt additions.
-2.78%
Less than half of OBE's -6.06%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
