205.24 - 207.41
139.95 - 221.69
4.54M / 6.59M (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.
-17.27%
Both companies show declining cash positions (-17.27% vs ADI's -34.25%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-7.99%
Short-term investments yoy growth 0.75-0.9x ADI's -10.46%. Bill Ackman would investigate if competitor is seizing better short-term yields.
-11.16%
Cash + STI yoy 0.5-0.75x ADI's -15.41%. Martin Whitman would worry about lagging short-term reserves. Confirm debt coverage.
-15.08%
Similar receivables growth to ADI's -15.01%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
-3.62%
Inventory growth below half of ADI's 0.32%. David Dodd would check if that's due to efficiency or supply constraints.
11.69%
Other current assets growth < half of ADI's 54.62%. David Dodd sees a leaner approach to short-term items.
-8.90%
0.5-0.75x ADI's -12.28%. Martin Whitman might see risk if this hampers near-term financial flexibility.
-0.98%
Below half ADI's 0.82%. 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.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Both ADI and the company show zero Long-Term Investments Growth.
46.23%
Less than half of ADI's -20.94%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-0.70%
Less than half of ADI's -44.04%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-1.43%
Below half of ADI's 13.53%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-5.78%
0.75-0.9x ADI's -7.12%. Bill Ackman questions if competitor invests more aggressively for growth.
-24.73%
Similar yoy growth to ADI's -26.09%. Walter Schloss sees parallel payables strategy. Check top-line correlation.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Above 1.5x ADI's -38.74%. Michael Burry questions if there's an abrupt jump in tax obligations or poor payment scheduling.
-55.24%
≥ 1.5x ADI's -9.83%. David Dodd sees stronger subscription/prepayment demand.
106.33%
Less than half of ADI's -25.05%. David Dodd sees fewer expansions in other current obligations.
-14.45%
Similar yoy to ADI's -16.10%. Walter Schloss sees parallel short-term liability strategies.
No Data
No Data available this quarter, please select a different quarter.
100.00%
Higher Non-Current Deferred Revenue Growth compared to ADI's zero value, indicating better performance.
64.29%
Less than half of ADI's -6.70%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
48.89%
Less than half of ADI's -5.31%. David Dodd notes more conservative expansions in non-current obligations.
49.54%
Above 1.5x ADI's 0.42%. 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.
-6.82%
Less than half of ADI's -14.57%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
3.56%
Below half ADI's -4.40%. Michael Burry suspects major net losses or high dividends vs. competitor.
-689.13%
Less than half of ADI's 96.71%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-5.55%
Similar yoy to ADI's -5.80%. Walter Schloss sees parallel net worth trends.
-5.78%
0.75-0.9x ADI's -7.12%. Bill Ackman wonders if competitor invests or leverages more aggressively.
-41.77%
≥ 1.5x ADI's -10.46%. David Dodd sees far stronger investment expansions than competitor.
No Data
No Data available this quarter, please select a different quarter.
17.81%
50-75% of ADI's 34.25%. Bruce Berkowitz notes comparatively lower net debt expansion.