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.
-10.00%
Both companies show declining cash positions (-10.00% vs OBE's -72.84%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-100.00%
Both OBE and the company show zero Short-Term Investments Growth.
-10.00%
Below half of OBE's -72.84%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
40.60%
Receivables growth 1.25-1.5x OBE's 28.43%. Martin Whitman would worry that the company may be booking revenue too aggressively.
No Data
No Data available this quarter, please select a different quarter.
-85.33%
Other current assets growth < half of OBE's 25.00%. David Dodd sees a leaner approach to short-term items.
-0.64%
Below half of OBE's 11.71%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-8.88%
Below half OBE's 0.72%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.30%
Higher Goodwill Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
0.30%
Higher Goodwill + Intangibles Growth compared to OBE's zero value, indicating worse performance.
-83.33%
Both OBE and the company show zero Long-Term Investments Growth.
-106.58%
Higher Tax Assets Growth compared to OBE's zero value, indicating worse performance.
2196.00%
Higher Other Non-Current Assets Growth compared to OBE's zero value, indicating worse performance.
0.55%
0.75-0.9x OBE's 0.72%. Bill Ackman questions if the competitor invests more robustly in future growth.
No Data
No Data available this quarter, please select a different quarter.
0.45%
Below half of OBE's 1.39%. Michael Burry sees a potential red flag for stagnation or capital shortage.
495.00%
Above 1.5x OBE's 7.83%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
115.83%
Less than half of OBE's -100.00%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-33.33%
Higher Tax Payables Growth compared to OBE's zero value, indicating worse performance.
-99.85%
Below half of OBE's 121.73%. Michael Burry suspects a big gap in pre-sales traction.
-4.40%
50-75% of OBE's -7.59%. Bruce Berkowitz notes a more controlled liability line.
42.84%
Less than half of OBE's -81.68%. David Dodd sees a more disciplined short-term liability approach.
-16.76%
Higher Long-Term Debt Growth compared to OBE's zero value, indicating worse performance.
-100.00%
Both OBE and the company show zero Non-Current Deferred Revenue Growth.
-100.00%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to OBE's zero value, indicating worse performance.
-21.66%
Above 1.5x OBE's -4.33%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-15.47%
Less than half of OBE's 468.09%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-2.18%
1.25-1.5x OBE's -1.58%. Martin Whitman is wary of bigger liability expansions.
No Data
No Data available this quarter, please select a different quarter.
4.94%
≥ 1.5x OBE's 1.18%. David Dodd sees higher yoy retained profits than competitor.
1.67%
Above 1.5x OBE's 0.29%. 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.
7.74%
Similar yoy to OBE's 7.27%. Walter Schloss sees parallel net worth trends.
0.45%
Below half OBE's 1.39%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-83.33%
Both OBE and the company show zero Total Investments Growth.
-6.78%
Above 1.5x OBE's -2.49%. Michael Burry sees a major jump. Investigate leverage rationale.
-6.77%
Above 1.5x OBE's -1.23%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
