111.48 - 114.40
76.75 - 114.40
5.09M / 4.23M (Avg.)
23.96 | 4.77
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.
-9.89%
Cash & equivalents declining -9.89% while USLM's grows 8.13%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
118.63%
Higher Short-Term Investments Growth compared to USLM's zero value, indicating better performance.
-4.56%
Below half of USLM's 8.13%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
6.66%
Receivables growth less than half of USLM's 26.81%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
4.31%
Inventory growth above 1.5x USLM's 0.63%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-89.69%
Above 1.5x USLM's -19.91%. Michael Burry might investigate for potential short-term asset misclassification or risk.
1.13%
Below half of USLM's 9.46%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
3.19%
0.5-0.75x USLM's 4.64%. Martin Whitman might see a risk of falling behind in asset investment or shifting strategy.
3.74%
Higher Goodwill Growth compared to USLM's zero value, indicating worse performance.
-0.25%
Higher Intangible Assets Growth compared to USLM's zero value, indicating worse performance.
3.35%
Higher Goodwill + Intangibles Growth compared to USLM's zero value, indicating worse performance.
27.08%
Higher Long-Term Investments Growth compared to USLM's zero value, indicating better performance.
No Data
No Data available this quarter, please select a different quarter.
61.61%
Less than half of USLM's -79.41%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
3.15%
0.75-0.9x USLM's 3.64%. Bill Ackman questions if the competitor invests more robustly in future growth.
No Data
No Data available this quarter, please select a different quarter.
2.58%
Below half of USLM's 7.75%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-13.41%
Less than half of USLM's 4.69%. David Dodd sees a more disciplined AP approach or lower volume.
-51.38%
Higher Short-Term Debt Growth compared to USLM's zero value, indicating worse performance.
-40.21%
Below half of USLM's -100.00%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
No Data
No Data available this quarter, please select a different quarter.
5.18%
Less than half of USLM's 145.60%. David Dodd sees fewer expansions in other current obligations.
-15.38%
Less than half of USLM's 49.69%. David Dodd sees a more disciplined short-term liability approach.
29.57%
Higher Long-Term Debt Growth compared to USLM's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
1.16%
Less than half of USLM's -2.41%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
4.48%
Less than half of USLM's 234.97%. David Dodd notes more conservative expansions in non-current obligations.
19.38%
Less than half of USLM's -2.82%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
6.49%
Less than half of USLM's 16.79%. David Dodd sees far fewer liability expansions relative to competitor.
-0.34%
Less than half of USLM's 0.03%. David Dodd sees fewer share issuances vs. competitor.
-2.75%
Below half USLM's 6.28%. Michael Burry suspects major net losses or high dividends vs. competitor.
100.00%
Higher AOCI Growth compared to USLM's zero value, indicating worse performance.
19.80%
Higher Other Stockholders' Equity Items Growth compared to USLM's zero value, indicating worse performance.
-2.26%
Below half USLM's 6.92%. Michael Burry sees potential underperformance in building shareholder capital.
2.58%
Below half USLM's 7.75%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-0.68%
Both USLM and the company show zero Total Investments Growth.
11.01%
Less than half of USLM's -4.19%. David Dodd sees less overall debt expansion vs. competitor.
17.73%
Less than half of USLM's -8.36%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
