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.
-33.26%
Both companies show declining cash positions (-33.26% vs THM's -6.80%). 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.
-33.26%
Cash + STI yoy ≥ 1.5x THM's -6.80%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-29.79%
Higher Net Receivables Growth compared to THM's zero value, indicating worse performance.
No Data
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-33.23%
≥ 1.5x THM's -8.14%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-6.16%
≥ 1.5x THM's -0.00%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
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No Data
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No Data
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-6.65%
Higher Other Non-Current Assets Growth compared to THM's zero value, indicating worse performance.
-6.16%
≥ 1.5x THM's -0.00%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
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-10.33%
≥ 1.5x THM's -0.93%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-6.91%
Less than half of THM's 202.50%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
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55.46%
Less than half of THM's -28.78%. David Dodd sees a more disciplined short-term liability approach.
-3.66%
Higher Long-Term Debt Growth compared to THM's zero value, indicating worse performance.
No Data
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No Data
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11.60%
Higher Other Non-Current Liabilities Growth compared to THM's zero value, indicating worse performance.
-1.85%
Less than half of THM's -100.00%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
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3.42%
Less than half of THM's -28.78%. David Dodd sees far fewer liability expansions relative to competitor.
0.16%
Higher Common Stock (Book Value) Growth compared to THM's zero value, indicating worse performance.
-14.27%
Below half THM's 0.03%. Michael Burry suspects major net losses or high dividends vs. competitor.
-21.59%
50-75% of THM's -35.15%. Bruce Berkowitz notes relatively lower AOCI expansions.
-100.00%
Higher Other Stockholders' Equity Items Growth compared to THM's zero value, indicating worse performance.
-13.17%
≥ 1.5x THM's -0.78%. David Dodd sees stronger capital base growth than competitor.
-10.33%
≥ 1.5x THM's -0.93%. David Dodd sees faster overall balance sheet growth than competitor.
100.00%
Higher Total Investments Growth compared to THM's zero value, indicating better performance.
-1.58%
Higher Total Debt Growth compared to THM's zero value, indicating worse performance.
1699.54%
Above 1.5x THM's 6.80%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
