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.
-9.79%
Both companies show declining cash positions (-9.79% vs TRAW's -11.13%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
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-9.79%
Cash + STI yoy 0.75-0.9x TRAW's -11.13%. Bill Ackman would wonder if competitor is building liquidity more aggressively.
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-9.77%
Similar yoy growth to TRAW's -10.68%. Walter Schloss notes comparable short-term expansions. Investigate quality of these assets.
-10.21%
≥ 1.5x TRAW's -6.67%. David Dodd sees more aggressive capex. Confirm it's not overspending.
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-7.10%
≥ 1.5x TRAW's -1.90%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
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-9.71%
Similar yoy to TRAW's -10.61%. Walter Schloss sees parallel expansions. Evaluate the quality of these assets.
3.20%
Less than half of TRAW's 11.21%. David Dodd sees a more disciplined AP approach or lower volume.
-75.32%
Higher Short-Term Debt Growth compared to TRAW's zero value, indicating worse performance.
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-4.13%
Both TRAW and the company show zero Deferred Revenue (Current) Growth.
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0.52%
Less than half of TRAW's 6.16%. David Dodd sees a more disciplined short-term liability approach.
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-20.45%
Above 1.5x TRAW's -2.96%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
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-1.62%
Less than half of TRAW's 3.39%. David Dodd sees far fewer liability expansions relative to competitor.
7.69%
1.25-1.5x TRAW's 5.91%. Martin Whitman sees potential dilution risk vs. competitor approach.
-2.53%
≥ 1.5x TRAW's -1.50%. David Dodd sees higher yoy retained profits than competitor.
-4.62%
Less than half of TRAW's 88.24%. David Dodd sees fewer intangible or market-driven swings than competitor.
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-10.53%
Below half TRAW's -21.86%. Michael Burry sees potential underperformance in building shareholder capital.
-9.71%
Similar yoy to TRAW's -10.61%. Walter Schloss sees parallel expansions in total capital.
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-19.69%
Higher Total Debt Growth compared to TRAW's zero value, indicating worse performance.
9.58%
Similar yoy changes to TRAW's 11.13%. Walter Schloss sees parallel net leverage strategies.