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.
-200.00%
Both companies show declining cash positions (-200.00% vs PAGS's -17.61%). 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.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Receivables growth less than half of PAGS's 563.08%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-100.00%
Inventory growth above 1.5x PAGS's -0.85%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-100.00%
Higher Other Current Assets Growth compared to PAGS's zero value, indicating worse performance.
-18.59%
Below half of PAGS's 7.71%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-100.00%
Below half PAGS's 12.29%. 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.
-100.00%
Similar yoy growth to PAGS's -100.00%. Walter Schloss sees parallel intangible investment patterns.
-100.00%
Above 1.5x PAGS's -29.13%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-300.32%
Less than half of PAGS's 15.68%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-201.12%
Below half of PAGS's 12.94%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Below half of PAGS's 8.45%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-100.00%
Above 1.5x PAGS's -3.52%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
≥ 1.5x PAGS's -9.56%. David Dodd sees stronger subscription/prepayment demand.
-100.00%
Less than half of PAGS's 42.26%. David Dodd sees fewer expansions in other current obligations.
-100.00%
Less than half of PAGS's 9.77%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
≥ 1.5x PAGS's -3.48%. David Dodd sees stronger long-horizon revenue vs. competitor.
-100.00%
Less than half of PAGS's 1.83%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-100.00%
Above 1.5x PAGS's -1.79%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-100.00%
Less than half of PAGS's 32.63%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Less than half of PAGS's 11.52%. David Dodd sees far fewer liability expansions relative to competitor.
-100.00%
Above 1.5x PAGS's -0.31%. Michael Burry suspects heavy new equity expansion or dilution.
100.00%
≥ 1.5x PAGS's 7.05%. David Dodd sees higher yoy retained profits than competitor.
-468658475051148992.00%
Above 1.5x PAGS's -1.39%. 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.
178.13%
≥ 1.5x PAGS's 2.43%. David Dodd sees stronger capital base growth than competitor.
-53.05%
Below half PAGS's 8.45%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Less than half of PAGS's 63.31%. David Dodd sees less overall debt expansion vs. competitor.
276.46%
Above 1.5x PAGS's 123.50%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
