0.00 - 0.01
0.00 - 0.02
289 / 496.9K (Avg.)
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.
-50.75%
Both companies show declining cash positions (-50.75% vs ECL.AX's -59.33%). 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.
-50.75%
Cash + STI yoy 0.75-0.9x ECL.AX's -59.33%. Bill Ackman would wonder if competitor is building liquidity more aggressively.
-9.88%
Receivables growth 1.1-1.25x ECL.AX's -8.20%. Bill Ackman would demand reasons for extending more credit than the competitor.
-1.24%
Inventory growth below half of ECL.AX's -6.95%. David Dodd would check if that's due to efficiency or supply constraints.
-99.48%
Other current assets growth < half of ECL.AX's 519.41%. David Dodd sees a leaner approach to short-term items.
-9.07%
Similar yoy growth to ECL.AX's -9.44%. Walter Schloss notes comparable short-term expansions. Investigate quality of these assets.
-11.52%
Below half ECL.AX's -30.95%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
No Data
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No Data
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No Data
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No Data
No Data available this quarter, please select a different quarter.
No Data
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-323.74%
Above 1.5x ECL.AX's -93.29%. Michael Burry warns of potential hidden liabilities or intangible bloat.
-36.59%
Below half of ECL.AX's 6.94%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-9.00%
≥ 1.5x ECL.AX's -5.81%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
103.78%
Above 1.5x ECL.AX's 3.66%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
-100.00%
Higher Short-Term Debt Growth compared to ECL.AX's zero value, indicating worse performance.
No Data
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No Data
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169.67%
Less than half of ECL.AX's -99.52%. David Dodd sees fewer expansions in other current obligations.
7.33%
Less than half of ECL.AX's -31.65%. David Dodd sees a more disciplined short-term liability approach.
No Data
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No Data
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No Data
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-100.00%
Less than half of ECL.AX's 25.00%. David Dodd notes more conservative expansions in non-current obligations.
-100.00%
Less than half of ECL.AX's 1.22%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
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7.20%
Less than half of ECL.AX's -31.13%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
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-1.70%
Below half ECL.AX's 3.11%. Michael Burry suspects major net losses or high dividends vs. competitor.
100.00%
Less than half of ECL.AX's -7.06%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
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-93.21%
Below half ECL.AX's 1.19%. Michael Burry sees potential underperformance in building shareholder capital.
-9.00%
≥ 1.5x ECL.AX's -5.81%. David Dodd sees faster overall balance sheet growth than competitor.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Above 1.5x ECL.AX's -48.55%. Michael Burry sees a major jump. Investigate leverage rationale.
-158.06%
Less than half of ECL.AX's 59.62%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
