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.
-68.75%
Cash & equivalents declining -68.75% while OBE's grows 35.00%. 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.
-68.75%
Below half of OBE's 35.00%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-14.75%
Receivables growth less than half of OBE's 13.33%. 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.
-55.88%
Above 1.5x OBE's -20.00%. Michael Burry might investigate for potential short-term asset misclassification or risk.
2.30%
Below half of OBE's -0.17%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
2.13%
Below half OBE's -0.42%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
1.20%
Higher Goodwill Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
1.20%
Higher Goodwill + Intangibles Growth compared to OBE's zero value, indicating worse performance.
276.47%
Higher Long-Term Investments Growth compared to OBE's zero value, indicating better performance.
204.00%
Higher Tax Assets Growth compared to OBE's zero value, indicating worse performance.
-95.51%
Higher Other Non-Current Assets Growth compared to OBE's zero value, indicating worse performance.
-5.14%
≥ 1.5x OBE's -0.42%. 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.
-4.54%
≥ 1.5x OBE's -0.40%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-80.53%
Above 1.5x OBE's -7.38%. 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.
No Data
No Data available this quarter, please select a different quarter.
43866.67%
Higher Deferred Revenue (Current) Growth compared to OBE's zero value, indicating better performance.
402.36%
Less than half of OBE's -1.25%. David Dodd sees fewer expansions in other current obligations.
38.54%
Less than half of OBE's 436.86%. David Dodd sees a more disciplined short-term liability approach.
-10.85%
Less than half of OBE's -100.00%. David Dodd sees more deleveraging vs. competitor.
-11.13%
Both OBE and the company show zero Non-Current Deferred Revenue Growth.
-20.00%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to OBE's zero value, indicating worse performance.
-8.75%
Less than half of OBE's 12.56%. David Dodd notes more conservative expansions in non-current obligations.
-9.35%
Less than half of OBE's -82.83%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-1.60%
Above 1.5x OBE's -0.77%. Michael Burry sees a potential leverage warning sign.
-99.96%
Higher Common Stock (Book Value) Growth compared to OBE's zero value, indicating worse performance.
-12.42%
Below half OBE's 0.08%. Michael Burry suspects major net losses or high dividends vs. competitor.
5.08%
Less than half of OBE's -0.38%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-11.83%
Below half OBE's 0.34%. Michael Burry sees potential underperformance in building shareholder capital.
-4.54%
≥ 1.5x OBE's -0.40%. David Dodd sees faster overall balance sheet growth than competitor.
276.47%
Higher Total Investments Growth compared to OBE's zero value, indicating better performance.
-1.95%
Similar yoy changes to OBE's -1.87%. Walter Schloss notes parallel total debt strategies.
-1.68%
50-75% of OBE's -2.34%. Bruce Berkowitz notes comparatively lower net debt expansion.
