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.
-79.81%
Both companies show declining cash positions (-79.81% vs RRC's -40.98%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
No Data
No Data available this quarter, please select a different quarter.
-79.81%
Cash + STI yoy ≥ 1.5x RRC's -40.98%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
11.12%
Receivables growth less than half of RRC's -28.73%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-33.33%
Inventory growth above 1.5x RRC's -13.19%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-6.45%
Other current assets growth < half of RRC's 599.98%. David Dodd sees a leaner approach to short-term items.
-13.45%
Below half of RRC's 288.19%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
2.03%
Below half RRC's -12.82%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
1.74%
Higher Goodwill Growth compared to RRC's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
1.74%
Higher Goodwill + Intangibles Growth compared to RRC's zero value, indicating worse performance.
54.89%
Below half of RRC's -8.22%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
No Data available this quarter, please select a different quarter.
-24.16%
Less than half of RRC's 18.68%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
1.99%
Below half of RRC's -12.17%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
0.70%
Below half of RRC's 2.12%. Michael Burry sees a potential red flag for stagnation or capital shortage.
2.71%
Less than half of RRC's -15.10%. David Dodd sees a more disciplined AP approach or lower volume.
174.80%
Higher Short-Term Debt Growth compared to RRC's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-49.23%
1.1-1.25x RRC's -44.01%. Bill Ackman wonders if the firm is incurring more one-time charges than competitor.
32.49%
Less than half of RRC's -18.60%. David Dodd sees a more disciplined short-term liability approach.
-6.79%
Higher Long-Term Debt Growth compared to RRC's zero value, indicating worse performance.
247.56%
Higher Non-Current Deferred Revenue Growth compared to RRC's zero value, indicating better performance.
-1.54%
Less than half of RRC's -3.81%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-99.77%
Above 1.5x RRC's -14.04%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-1.82%
Less than half of RRC's 8.33%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
3.89%
Similar yoy to RRC's 4.79%. Walter Schloss sees parallel expansions in total liabilities.
No Data
No Data available this quarter, please select a different quarter.
1.71%
Below half RRC's -9.20%. Michael Burry suspects major net losses or high dividends vs. competitor.
-62.23%
Above 1.5x RRC's -35.24%. 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.
-2.38%
1.25-1.5x RRC's -1.81%. Bruce Berkowitz notes an above-average equity expansion.
0.70%
Below half RRC's 2.12%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
54.89%
Below half RRC's -8.22%. Michael Burry suspects major underinvestment or forced divestment.
5.11%
Less than half of RRC's 10.52%. David Dodd sees less overall debt expansion vs. competitor.
12.74%
1.1-1.25x RRC's 10.60%. Bill Ackman questions if net debt is increasing faster than competitor.
