205.24 - 207.41
139.95 - 221.69
4.54M / 6.54M (Avg.)
37.59 | 5.48
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.
-30.43%
Both companies show declining cash positions (-30.43% vs ADI's -21.12%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-11.00%
Short-term investments yoy growth below half of ADI's 1.06%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-19.16%
Cash + STI yoy ≥ 1.5x ADI's -3.23%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
No Data
No Data available this quarter, please select a different quarter.
-0.88%
Inventory growth below half of ADI's 2.14%. David Dodd would check if that's due to efficiency or supply constraints.
4.15%
Other current assets growth < half of ADI's 42.61%. David Dodd sees a leaner approach to short-term items.
-10.98%
≥ 1.5x ADI's -2.50%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-1.86%
0.75-0.9x ADI's -2.12%. Bill Ackman questions if competitor invests more heavily in future capacity.
No Data
No Data available this quarter, please select a different quarter.
34.36%
Less than half of ADI's -0.39%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
34.36%
Less than half of ADI's -0.39%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
No Data available this quarter, please select a different quarter.
1.78%
Higher Tax Assets Growth compared to ADI's zero value, indicating worse performance.
-65.48%
Above 1.5x ADI's -1.41%. Michael Burry warns of potential hidden liabilities or intangible bloat.
-2.21%
1.25-1.5x ADI's -1.66%. Bruce Berkowitz checks if expansions surpass competitor's pace but remain justified.
No Data
No Data available this quarter, please select a different quarter.
-7.69%
≥ 1.5x ADI's -2.29%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
184.96%
Less than half of ADI's -25.13%. David Dodd sees a more disciplined AP approach or lower volume.
2790.91%
Higher Short-Term Debt Growth compared to ADI's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-96.55%
≥ 1.5x ADI's -3.70%. David Dodd sees stronger subscription/prepayment demand.
29.06%
Exceeding 1.5x ADI's 15.36%. Michael Burry suspects ballooning short-term obligations vs. competitor.
13.92%
Less than half of ADI's -5.97%. David Dodd sees a more disciplined short-term liability approach.
-85.05%
Higher Long-Term Debt Growth compared to ADI'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.
-5.54%
Less than half of ADI's 0.52%. David Dodd notes more conservative expansions in non-current obligations.
-27.69%
Above 1.5x ADI's -2.53%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
No Data available this quarter, please select a different quarter.
-2.94%
50-75% of ADI's -4.65%. Bruce Berkowitz notes a lower yoy liability increase.
No Data
No Data available this quarter, please select a different quarter.
3.27%
1.25-1.5x ADI's 2.85%. Bruce Berkowitz notes stronger reinvestment strategy.
-3.74%
Less than half of ADI's -123.15%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-8.87%
≥ 1.5x ADI's -1.71%. David Dodd sees stronger capital base growth than competitor.
-7.69%
≥ 1.5x ADI's -2.29%. David Dodd sees faster overall balance sheet growth than competitor.
-3.96%
Below half ADI's 1.06%. Michael Burry suspects major underinvestment or forced divestment.
-1.58%
Higher Total Debt Growth compared to ADI's zero value, indicating worse performance.
35.21%
Above 1.5x ADI's 21.12%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.