95.23 - 97.14
55.47 - 103.81
1.63M / 1.81M (Avg.)
55.57 | 1.74
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.
-8.17%
Both companies show declining cash positions (-8.17% vs SA's -19.46%). 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.
-8.17%
Cash + STI yoy 0.75-0.9x SA's -10.16%. Bill Ackman would wonder if competitor is building liquidity more aggressively.
-3.56%
Receivables growth less than half of SA's 9.74%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
238799900.00%
Higher Inventory Growth compared to SA's zero value, indicating worse performance.
-97.12%
Higher Other Current Assets Growth compared to SA's zero value, indicating worse performance.
-9.00%
0.75-0.9x SA's -10.40%. Bill Ackman would ask if competitor is building short-term resources more aggressively.
-1.07%
Below half SA's 30.27%. 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.
-3.07%
Higher Intangible Assets Growth compared to SA's zero value, indicating worse performance.
-3.07%
Higher Goodwill + Intangibles Growth compared to SA's zero value, indicating worse performance.
-21.45%
≥ 1.5x SA's -1.32%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
462.48%
Higher Tax Assets Growth compared to SA's zero value, indicating worse performance.
-58.07%
Less than half of SA's 50.74%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-1.94%
Below half of SA's 30.30%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-2.20%
Below half of SA's 26.21%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-22.30%
Less than half of SA's -49.18%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-9.01%
Below half of SA's 25.06%. Michael Burry suspects a big gap in pre-sales traction.
-8.43%
Less than half of SA's 214.51%. David Dodd sees fewer expansions in other current obligations.
-14.81%
1.1-1.25x SA's -12.98%. Bill Ackman questions if the firm is taking on more near-term obligations than competitor.
-60.00%
Higher Long-Term Debt Growth compared to SA's zero value, indicating worse performance.
61.05%
Higher Non-Current Deferred Revenue Growth compared to SA's zero value, indicating better performance.
3.88%
Less than half of SA's -14.35%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
6.83%
Less than half of SA's 432.44%. David Dodd notes more conservative expansions in non-current obligations.
-57.97%
Above 1.5x SA's -14.21%. 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.
-55.04%
Above 1.5x SA's -13.84%. Michael Burry sees a potential leverage warning sign.
0.22%
Less than half of SA's 25.56%. David Dodd sees fewer share issuances vs. competitor.
7.88%
Below half SA's -9.15%. Michael Burry suspects major net losses or high dividends vs. competitor.
-86.67%
Above 1.5x SA's -39.90%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
No Data available this quarter, please select a different quarter.
2.94%
Below half SA's 29.45%. Michael Burry sees potential underperformance in building shareholder capital.
-2.20%
Below half SA's 26.21%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-21.45%
≥ 1.5x SA's -1.75%. David Dodd sees far stronger investment expansions than competitor.
-59.56%
Above 1.5x SA's -2.75%. Michael Burry sees a major jump. Investigate leverage rationale.
-97.88%
Less than half of SA's 19.66%. David Dodd sees better deleveraging or stronger cash buildup than competitor.