33.44 - 34.57
31.40 - 61.90
7.61M / 5.95M (Avg.)
-152.73 | -0.22
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.
-3.92%
Cash & equivalents declining -3.92% while OKTA's grows 11.22%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
No Data
No Data available this quarter, please select a different quarter.
-3.92%
Cash + STI yoy ≥ 1.5x OKTA's -0.41%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-8.79%
Receivables growth less than half of OKTA's 24.90%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-6.99%
Higher Inventory Growth compared to OKTA's zero value, indicating worse performance.
17.18%
Other current assets growth < half of OKTA's -47.15%. David Dodd sees a leaner approach to short-term items.
-3.05%
Below half of OKTA's 1.62%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
0.49%
Below half OKTA's -1.07%. 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.
1.14%
Less than half of OKTA's -5.81%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
1.14%
Less than half of OKTA's -0.32%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-2.55%
Less than half of OKTA's 0.91%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
3.49%
Below half of OKTA's -0.30%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-1.03%
Below half of OKTA's 0.31%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-49.87%
Less than half of OKTA's 29.50%. David Dodd sees a more disciplined AP approach or lower volume.
0.54%
Above 1.5x OKTA's 0.21%. Michael Burry sees a major discrepancy in short-term leverage. Check coverage and liquidity carefully.
No Data
No Data available this quarter, please select a different quarter.
8.22%
Higher Deferred Revenue (Current) Growth compared to OKTA's zero value, indicating better performance.
-38.59%
Exceeding 1.5x OKTA's -4.01%. Michael Burry suspects ballooning short-term obligations vs. competitor.
-2.97%
Less than half of OKTA's 4.33%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
6.02%
Higher Non-Current Deferred Revenue Growth compared to OKTA's zero value, indicating better performance.
No Data
No Data available this quarter, please select a different quarter.
80.70%
Above 1.5x OKTA's 15.14%. Michael Burry suspects a looming risk from large additions to LT liabilities.
1.65%
Less than half of OKTA's -0.14%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-1.14%
Less than half of OKTA's 1.34%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-6.48%
0.5-0.75x OKTA's -11.06%. Martin Whitman is wary of weaker retention or lower profitability.
-93.90%
Above 1.5x OKTA's -13.94%. 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.
-0.96%
≥ 1.5x OKTA's -0.36%. David Dodd sees stronger capital base growth than competitor.
-1.03%
Below half OKTA's 0.31%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-4.00%
Above 1.5x OKTA's -0.16%. Michael Burry sees a major jump. Investigate leverage rationale.
3.91%
Less than half of OKTA's -1.19%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
