40.40 - 41.05
29.80 - 47.18
2.12M / 3.68M (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.
-38.42%
Both companies show declining cash positions (-38.42% vs SD's -29.18%). 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.
-38.42%
Cash + STI yoy 1.25-1.5x SD's -29.18%. Bruce Berkowitz would check if the firm is preparing for expansions or simply hoarding.
-23.94%
Higher Net Receivables Growth compared to SD's zero value, indicating worse performance.
-59.38%
Inventory growth 1.1-1.25x SD's -49.63%. Bill Ackman would question if the firm overestimates demand vs. competitor.
49.34%
Similar to SD's 50.21%. Walter Schloss would confirm standard short-term asset patterns.
-10.54%
Below half of SD's 46.90%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-5.22%
Below half SD's -30.12%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
-11.10%
Higher Goodwill Growth compared to SD's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-11.10%
Less than half of SD's 100.00%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-94.34%
Above 1.5x SD's -18.59%. Michael Burry warns of potential hidden liabilities or intangible bloat.
-5.85%
Below half of SD's -29.02%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-6.43%
Below half of SD's -25.26%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-39.21%
Above 1.5x SD's -7.49%. 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.
No Data
No Data available this quarter, please select a different quarter.
-26.27%
Less than half of SD's 1181.17%. David Dodd sees fewer expansions in other current obligations.
-25.42%
Less than half of SD's 16.82%. David Dodd sees a more disciplined short-term liability approach.
23.44%
1.1-1.25x SD's 20.47%. Bill Ackman questions if the firm is incurring more long-term obligations.
No Data
No Data available this quarter, please select a different quarter.
-6.55%
Less than half of SD's -100.00%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-61.67%
Less than half of SD's 36.49%. David Dodd notes more conservative expansions in non-current obligations.
-5.79%
Less than half of SD's 13.48%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-9.61%
Less than half of SD's 13.94%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
4.62%
Below half SD's -674.67%. Michael Burry suspects major net losses or high dividends vs. competitor.
-63.48%
Less than half of SD's -323.36%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-2.83%
Below half SD's -66.65%. Michael Burry sees potential underperformance in building shareholder capital.
-6.43%
Below half SD's -25.26%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
22.83%
1.1-1.25x SD's 20.44%. Bill Ackman questions if the firm is outpacing competitor in borrowing.
27.05%
1.25-1.5x SD's 20.46%. Martin Whitman is wary of heavier net leverage vs. competitor.
