1.75 - 1.81
1.03 - 2.41
122.5K / 296.7K (Avg.)
-1.36 | -1.31
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.
-19.76%
Both companies show declining cash positions (-19.76% vs AGEN's -17.54%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
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-19.76%
Cash + STI yoy 1.25-1.5x AGEN's -17.54%. Bruce Berkowitz would check if the firm is preparing for expansions or simply hoarding.
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-58.43%
Other current assets growth < half of AGEN's 8.63%. David Dodd sees a leaner approach to short-term items.
-20.12%
Below half of AGEN's 3.85%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
13.37%
Below half AGEN's -0.42%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
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1.42%
Below half of AGEN's -2.12%. Michael Burry might suspect stagnation or lack of resources for expansions.
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-19.74%
Below half of AGEN's 0.86%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-6.57%
Less than half of AGEN's 89.26%. David Dodd sees a more disciplined AP approach or lower volume.
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-100.00%
Less than half of AGEN's 70.18%. David Dodd sees fewer expansions in other current obligations.
-17.63%
Less than half of AGEN's 70.14%. David Dodd sees a more disciplined short-term liability approach.
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-17.63%
Less than half of AGEN's 0.40%. David Dodd sees far fewer liability expansions relative to competitor.
0.13%
Less than half of AGEN's 7.67%. David Dodd sees fewer share issuances vs. competitor.
-2.90%
1.25-1.5x AGEN's -2.30%. Bruce Berkowitz notes stronger reinvestment strategy.
-5.63%
Less than half of AGEN's 41.71%. David Dodd sees fewer intangible or market-driven swings than competitor.
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-20.37%
Below half AGEN's 0.60%. Michael Burry sees potential underperformance in building shareholder capital.
-19.74%
Below half AGEN's 0.86%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
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19.76%
Similar yoy changes to AGEN's 23.65%. Walter Schloss sees parallel net leverage strategies.