10.50 - 11.12
3.81 - 12.83
1.80M / 1.61M (Avg.)
158.14 | 0.07
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.
-12.95%
Both companies show declining cash positions (-12.95% vs DC's -15.22%). 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.
-12.95%
Cash + STI yoy 0.75-0.9x DC's -15.22%. Bill Ackman would wonder if competitor is building liquidity more aggressively.
-94.65%
Higher Net Receivables Growth compared to DC's zero value, indicating worse performance.
10.83%
Higher Inventory Growth compared to DC's zero value, indicating worse performance.
266.97%
Above 1.5x DC's 136.43%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-8.74%
0.5-0.75x DC's -13.78%. Martin Whitman might see risk if this hampers near-term financial flexibility.
-1.08%
Below half DC's 0.00%. 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.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-1.42%
Less than half of DC's -8.30%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-0.85%
≥ 1.5x DC's -0.03%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
No Data available this quarter, please select a different quarter.
-2.56%
0.75-0.9x DC's -3.26%. Bill Ackman questions if competitor invests more aggressively for growth.
-58.91%
Less than half of DC's 10.18%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
-69.27%
Higher Tax Payables Growth compared to DC's zero value, indicating worse performance.
64.77%
Higher Deferred Revenue (Current) Growth compared to DC's zero value, indicating better performance.
No Data
No Data available this quarter, please select a different quarter.
-28.32%
Above 1.5x DC's -1.29%. Michael Burry sees a red flag for liquidity risk vs. competitor.
-5.36%
Higher Long-Term Debt Growth compared to DC's zero value, indicating worse performance.
4.12%
Higher Non-Current Deferred Revenue Growth compared to DC's zero value, indicating better performance.
No Data
No Data available this quarter, please select a different quarter.
-3.90%
Less than half of DC's -100.00%. David Dodd notes more conservative expansions in non-current obligations.
-4.63%
Less than half of DC's -20.61%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-15.31%
Above 1.5x DC's -7.98%. Michael Burry sees a potential leverage warning sign.
0.97%
Less than half of DC's 2.66%. David Dodd sees fewer share issuances vs. competitor.
18.70%
Below half DC's -149.08%. Michael Burry suspects major net losses or high dividends vs. competitor.
-0.29%
Less than half of DC's 100.00%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
4.41%
Below half DC's -3.08%. Michael Burry sees potential underperformance in building shareholder capital.
-2.56%
0.75-0.9x DC's -3.26%. Bill Ackman wonders if competitor invests or leverages more aggressively.
0.64%
Higher Total Investments Growth compared to DC's zero value, indicating better performance.
-4.31%
Higher Total Debt Growth compared to DC's zero value, indicating worse performance.
22.97%
Above 1.5x DC's 15.22%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
