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.
-19.16%
Cash & equivalents declining -19.16% while SD's grows 3.10%. 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.
-19.16%
Below half of SD's 3.10%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
13.47%
Receivables growth less than half of SD's -5.25%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
99.73%
Higher Inventory Growth compared to SD's zero value, indicating worse performance.
777.34%
Above 1.5x SD's 293.08%. Michael Burry might investigate for potential short-term asset misclassification or risk.
33.25%
≥ 1.5x SD's 3.90%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
14.92%
Below half SD's -79.53%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
No Data
No Data available this quarter, please select a different quarter.
22.03%
Higher Intangible Assets Growth compared to SD's zero value, indicating worse performance.
22.03%
Higher Goodwill + Intangibles Growth compared to SD'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.
3.75%
Less than half of SD's 15300.73%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
15.19%
≥ 1.5x SD's 1.95%. 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.
16.86%
≥ 1.5x SD's 2.38%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
6.31%
Less than half of SD's 152.74%. David Dodd sees a more disciplined AP approach or lower volume.
288.01%
Higher Short-Term Debt Growth compared to SD's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Both SD and the company show zero Deferred Revenue (Current) Growth.
29.40%
Less than half of SD's -7.96%. David Dodd sees fewer expansions in other current obligations.
31.27%
Less than half of SD's -3.75%. David Dodd sees a more disciplined short-term liability approach.
42.37%
Higher Long-Term Debt Growth compared to SD's zero value, indicating worse performance.
-200.00%
Both SD and the company show zero Non-Current Deferred Revenue Growth.
14.64%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to SD's zero value, indicating worse performance.
19.85%
Above 1.5x SD's 0.58%. Michael Burry suspects a looming risk from large additions to LT liabilities.
30.72%
Above 1.5x SD's 1.73%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
-200.00%
Higher Other Liabilities Growth compared to SD's zero value, indicating worse performance.
30.84%
Less than half of SD's -1.01%. David Dodd sees far fewer liability expansions relative to competitor.
0.78%
Higher Common Stock (Book Value) Growth compared to SD's zero value, indicating worse performance.
3.72%
Similar yoy to SD's 3.71%. Walter Schloss sees parallel earnings retention vs. competitor.
-35.62%
Higher AOCI Growth compared to SD's zero value, indicating worse performance.
250.00%
Higher Other Stockholders' Equity Items Growth compared to SD's zero value, indicating worse performance.
0.34%
Below half SD's 3.28%. Michael Burry sees potential underperformance in building shareholder capital.
16.86%
≥ 1.5x SD's 2.38%. David Dodd sees faster overall balance sheet growth than competitor.
No Data
No Data available this quarter, please select a different quarter.
49.83%
Less than half of SD's -60.09%. David Dodd sees less overall debt expansion vs. competitor.
52.72%
Less than half of SD's -2.39%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
