Metsä Board Oyj (METSA.HE)

Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.

Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.

Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.

Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.

Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.

Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.

Share count expansion well above METSB.HE's 1.92%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.

Diluted share count expanding well above METSB.HE's 1.92%. Michael Burry would fear significant dilution to existing owners' stakes.

No Data available this quarter, please select a different quarter.

Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.

Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.

Both companies have negative long-term revenue/share growth. Martin Whitman would question if the entire market or product set is shrinking.

Both face negative 5Y revenue/share CAGR. Martin Whitman would suspect macro headwinds or obsolete product offerings across the niche.

Both firms have negative 3Y CAGR. Martin Whitman would wonder if the entire market segment is in short-term retreat.

Both show negative 10Y OCF/share CAGR. Martin Whitman would question if the entire market or product set is shrinking or too capital-intensive.

Both show negative mid-term OCF/share growth. Martin Whitman might suspect a challenged environment or large capital demands for both.

Both face negative short-term OCF/share growth. Martin Whitman would suspect macro or cyclical issues hitting them both.

Both exhibit negative net income/share growth over five years. Martin Whitman would suspect a challenging environment for the entire niche.

No Data available this quarter, please select a different quarter.

Both show negative equity/share growth mid-term. Martin Whitman suspects cyclical or structural challenges for each company.

No Data available this quarter, please select a different quarter.

No Data available this quarter, please select a different quarter.

Both firms reduced dividends recently. Martin Whitman suspects broader macro or industry issues forcing cost and payout cuts.

AR growth well above METSB.HE's 42.10%. Michael Burry fears inflated revenue or higher default risk in the near future.

Inventory growth well above METSB.HE's 9.75%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.

Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.

Debt growth far above METSB.HE's 5.85%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.

Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.

Both reduce SG&A yoy. Martin Whitman sees a cost war or cyclical slowdown forcing overhead cuts.