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.
-13.66%
Both companies show declining cash positions (-13.66% vs OR's -14.99%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
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-13.66%
Cash + STI yoy 0.75-0.9x OR's -15.49%. Bill Ackman would wonder if competitor is building liquidity more aggressively.
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-14.21%
Other current assets growth < half of OR's 30.42%. David Dodd sees a leaner approach to short-term items.
-13.00%
0.75-0.9x OR's -14.67%. Bill Ackman would ask if competitor is building short-term resources more aggressively.
-3.26%
Below half OR's 2.05%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
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-3.26%
Below half of OR's 3.69%. Michael Burry might suspect stagnation or lack of resources for expansions.
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-7.61%
≥ 1.5x OR's -1.51%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-2.38%
Less than half of OR's -17.60%. David Dodd sees a more disciplined AP approach or lower volume.
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-3.51%
Less than half of OR's -86.84%. David Dodd sees fewer expansions in other current obligations.
6.02%
Less than half of OR's 34.77%. David Dodd sees a more disciplined short-term liability approach.
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6.02%
Above 1.5x OR's 3.26%. Michael Burry sees a potential leverage warning sign.
-7.55%
Less than half of OR's 0.81%. David Dodd sees fewer share issuances vs. competitor.
-8.63%
Below half OR's 0.41%. Michael Burry suspects major net losses or high dividends vs. competitor.
32.58%
Less than half of OR's -189.23%. David Dodd sees fewer intangible or market-driven swings than competitor.
10.97%
Less than half of OR's -100.00%. David Dodd notes simpler yoy equity changes vs. competitor.
-10.09%
≥ 1.5x OR's -2.20%. David Dodd sees stronger capital base growth than competitor.
-7.61%
≥ 1.5x OR's -1.51%. David Dodd sees faster overall balance sheet growth than competitor.
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13.66%
Similar yoy changes to OR's 14.99%. Walter Schloss sees parallel net leverage strategies.
