1.14 - 1.17
1.10 - 1.60
14.0K / 2.1K (Avg.)
-9.00 | -0.13
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.
-49.97%
Both companies show declining cash positions (-49.97% vs AAG.DE's -11.66%). 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.
-49.97%
Cash + STI yoy ≥ 1.5x AAG.DE's -11.59%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-24.51%
Receivables growth less than half of AAG.DE's 0.24%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-84.52%
Inventory growth above 1.5x AAG.DE's -12.31%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-15.76%
1.25-1.5x AAG.DE's -12.30%. Martin Whitman worries about added complexity or intangible expansions.
-42.17%
≥ 1.5x AAG.DE's -6.50%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-11.80%
≥ 1.5x AAG.DE's -2.56%. David Dodd sees more aggressive capex. Confirm it's not overspending.
-5.58%
Higher Goodwill Growth compared to AAG.DE's zero value, indicating worse performance.
-25.59%
Less than half of AAG.DE's 1.95%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-24.37%
Less than half of AAG.DE's 0.38%. 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.
23.62%
Less than half of AAG.DE's -0.61%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-23.62%
≥ 1.5x AAG.DE's -2.15%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
141.74%
Higher Other Assets Growth compared to AAG.DE's zero value, indicating worse performance.
-7.39%
1.25-1.5x AAG.DE's -5.03%. Bruce Berkowitz sees a stronger asset build. Check if it's producing returns.
-22.53%
Above 1.5x AAG.DE's -13.81%. 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.
-7.24%
Higher Tax Payables Growth compared to AAG.DE's zero value, indicating worse performance.
-74.13%
≥ 1.5x AAG.DE's -8.57%. David Dodd sees stronger subscription/prepayment demand.
-21.40%
Exceeding 1.5x AAG.DE's -6.16%. Michael Burry suspects ballooning short-term obligations vs. competitor.
26.82%
Less than half of AAG.DE's -8.76%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
36.92%
Below half AAG.DE's -0.11%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
-24.95%
Above 1.5x AAG.DE's -2.58%. Michael Burry suspects a looming risk from large additions to LT liabilities.
74.62%
Less than half of AAG.DE's -15.25%. David Dodd sees a more conservative approach to non-current liabilities.
-74.24%
Higher Other Liabilities Growth compared to AAG.DE's zero value, indicating worse performance.
30.37%
Less than half of AAG.DE's -11.75%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-20.32%
≥ 1.5x AAG.DE's -6.43%. David Dodd sees higher yoy retained profits than competitor.
100.00%
Above 1.5x AAG.DE's 1.72%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
-100.00%
Less than half of AAG.DE's 100.00%. David Dodd notes simpler yoy equity changes vs. competitor.
-33.81%
≥ 1.5x AAG.DE's -1.42%. David Dodd sees stronger capital base growth than competitor.
-7.39%
1.25-1.5x AAG.DE's -5.03%. Bruce Berkowitz checks if expansions are well-justified by ROI.
No Data
No Data available this quarter, please select a different quarter.
74.13%
Above 1.5x AAG.DE's 3.19%. Michael Burry sees a major jump. Investigate leverage rationale.
122.02%
Above 1.5x AAG.DE's 17.06%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
