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.
-4.29%
Cash & equivalents declining -4.29% while PAGS's grows 51.08%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
9.15%
Short-term investments yoy growth below half of PAGS's 33.36%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
5.24%
Below half of PAGS's 41.63%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-16.52%
Receivables growth less than half of PAGS's 419.82%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-20.13%
Inventory growth above 1.5x PAGS's -11.05%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
5.15%
Higher Other Current Assets Growth compared to PAGS's zero value, indicating worse performance.
1.36%
Below half of PAGS's 7.86%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-9.20%
Below half PAGS's 2.55%. 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.
10.28%
Above 1.5x PAGS's 3.07%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
10.28%
Above 1.5x PAGS's 2.80%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
-22.40%
Below half of PAGS's 21.23%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-10.28%
Above 1.5x PAGS's -0.92%. Michael Burry suspects major tax losses or deferrals building up, raising concerns about sustained profitability.
2.58%
Less than half of PAGS's 407.41%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-4.77%
Below half of PAGS's 6.41%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-1.14%
Below half of PAGS's 7.70%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-3.00%
Less than half of PAGS's 2.41%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
6.34%
≥ 1.5x PAGS's 2.00%. David Dodd sees stronger subscription/prepayment demand.
-15.37%
Exceeding 1.5x PAGS's -2.30%. Michael Burry suspects ballooning short-term obligations vs. competitor.
-0.29%
Less than half of PAGS's 6.38%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
3.44%
Below half PAGS's 13.33%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
-4.53%
1.1-1.25x PAGS's -4.00%. Bill Ackman questions if the firm is incurring extra obligations vs. competitor.
-0.74%
Less than half of PAGS's 19.80%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-0.45%
Less than half of PAGS's 8.77%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-5.81%
Below half PAGS's 6.45%. Michael Burry suspects major net losses or high dividends vs. competitor.
-146.32%
Above 1.5x PAGS's -1.84%. 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.
-1.64%
Below half PAGS's 4.32%. Michael Burry sees potential underperformance in building shareholder capital.
-1.14%
Below half PAGS's 7.70%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
3.22%
Below half PAGS's 30.02%. Michael Burry suspects major underinvestment or forced divestment.
-14.27%
Less than half of PAGS's 26.04%. David Dodd sees less overall debt expansion vs. competitor.
-11.48%
Less than half of PAGS's 20.70%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
