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 THM's -17.89%). 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 THM's -17.89%. Bill Ackman would wonder if competitor is building liquidity more aggressively.
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-14.21%
Higher Other Current Assets Growth compared to THM's zero value, indicating worse performance.
-13.00%
0.5-0.75x THM's -17.69%. Martin Whitman might see risk if this hampers near-term financial flexibility.
-3.26%
≥ 1.5x THM's -0.00%. David Dodd sees more aggressive capex. Confirm it's not overspending.
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-3.26%
≥ 1.5x THM's -0.00%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
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-7.61%
≥ 1.5x THM's -2.27%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-2.38%
Less than half of THM's -31.63%. David Dodd sees a more disciplined AP approach or lower volume.
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-3.51%
Higher Other Current Liabilities Growth compared to THM's zero value, indicating worse performance.
6.02%
Less than half of THM's -22.99%. David Dodd sees a more disciplined short-term liability approach.
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6.02%
Less than half of THM's -3.05%. David Dodd sees far fewer liability expansions relative to competitor.
-7.55%
Higher Common Stock (Book Value) Growth compared to THM's zero value, indicating worse performance.
-8.63%
≥ 1.5x THM's -0.49%. David Dodd sees higher yoy retained profits than competitor.
32.58%
Above 1.5x THM's 5.57%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
10.97%
Higher Other Stockholders' Equity Items Growth compared to THM's zero value, indicating worse performance.
-10.09%
≥ 1.5x THM's -2.03%. David Dodd sees stronger capital base growth than competitor.
-7.61%
≥ 1.5x THM's -2.27%. David Dodd sees faster overall balance sheet growth than competitor.
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13.66%
Similar yoy changes to THM's 17.89%. Walter Schloss sees parallel net leverage strategies.
