0.00 - 0.01
0.00 - 0.02
1.30M / 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.
-32.00%
Both companies show declining cash positions (-32.00% vs LBL.AX's -27.21%). 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.
-32.00%
Cash + STI yoy 1.25-1.5x LBL.AX's -27.21%. Bruce Berkowitz would check if the firm is preparing for expansions or simply hoarding.
22.72%
Receivables growth 50-75% of LBL.AX's 32.45%. Bruce Berkowitz would note relatively tighter receivables. Check if sales remain robust.
30.13%
Inventory growth above 1.5x LBL.AX's 6.76%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-66.67%
Other current assets growth 50-75% of LBL.AX's -100.00%. Bruce Berkowitz notes fewer expansions. Possibly simpler working capital.
-2.18%
Below half of LBL.AX's 1.54%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
1.41%
Below half LBL.AX's -6.31%. 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.
-100.00%
Less than half of LBL.AX's 2627.34%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-100.00%
Less than half of LBL.AX's 0.78%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
100.00%
≥ 1.5x LBL.AX's 1.38%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
-100.00%
Similar yoy growth to LBL.AX's -100.00%. Walter Schloss sees comparable tax asset changes or loss usage.
4.71%
Less than half of LBL.AX's 3609.19%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
1.73%
≥ 1.5x LBL.AX's 0.57%. 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.
-0.81%
≥ 1.5x LBL.AX's -0.41%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
8.88%
Less than half of LBL.AX's 108.49%. David Dodd sees a more disciplined AP approach or lower volume.
-7.25%
Higher Short-Term Debt Growth compared to LBL.AX's zero value, indicating worse performance.
-100.00%
Similar yoy tax payables growth to LBL.AX's -100.00%. Walter Schloss sees no major difference in near-term tax obligations.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-13.37%
Less than half of LBL.AX's 8.84%. David Dodd sees a more disciplined short-term liability approach.
0.12%
Higher Long-Term Debt Growth compared to LBL.AX's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Similar yoy changes to LBL.AX's -100.00%. Walter Schloss sees parallel tax deferral patterns.
13.00%
Less than half of LBL.AX's 781.43%. David Dodd notes more conservative expansions in non-current obligations.
-0.94%
Less than half of LBL.AX's -10.37%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-8.24%
Above 1.5x LBL.AX's -2.72%. Michael Burry sees a potential leverage warning sign.
-0.00%
Less than half of LBL.AX's 1.03%. David Dodd sees fewer share issuances vs. competitor.
1.27%
≥ 1.5x LBL.AX's 0.76%. David Dodd sees higher yoy retained profits than competitor.
28.40%
Higher AOCI Growth compared to LBL.AX's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
6.15%
≥ 1.5x LBL.AX's 0.93%. David Dodd sees stronger capital base growth than competitor.
-0.81%
≥ 1.5x LBL.AX's -0.41%. David Dodd sees faster overall balance sheet growth than competitor.
100.00%
≥ 1.5x LBL.AX's 1.38%. David Dodd sees far stronger investment expansions than competitor.
-10.95%
Above 1.5x LBL.AX's -6.57%. Michael Burry sees a major jump. Investigate leverage rationale.
58.50%
Above 1.5x LBL.AX's 8.68%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
