40.40 - 41.05
29.80 - 47.18
2.12M / 3.66M (Avg.)
18.02 | 2.27
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.
463.18%
Similar yoy growth to OBE's 433.33%. Walter Schloss would note comparable liquidity profiles, looking for differences in deployment efficiency.
No Data
No Data available this quarter, please select a different quarter.
463.18%
Similar yoy growth to OBE's 433.33%. Walter Schloss would note comparable liquidity expansions. Examine capital usage strategies.
-8.04%
Receivables growth less than half of OBE's -20.81%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-26.64%
Higher Inventory Growth compared to OBE's zero value, indicating worse performance.
486.30%
Other current assets growth < half of OBE's -76.11%. David Dodd sees a leaner approach to short-term items.
18.65%
Below half of OBE's -66.11%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-1.95%
Below half OBE's 1.22%. 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.
4.84%
Higher Intangible Assets Growth compared to OBE's zero value, indicating worse performance.
4.84%
Higher Goodwill + Intangibles Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
199.57%
Higher Other Non-Current Assets Growth compared to OBE's zero value, indicating worse performance.
3.82%
≥ 1.5x OBE's 0.77%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
-100.00%
Higher Other Assets Growth compared to OBE's zero value, indicating worse performance.
5.30%
Below half of OBE's -14.33%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-15.31%
Less than half of OBE's -100.00%. David Dodd sees a more disciplined AP approach or lower volume.
-65.78%
Higher Short-Term Debt Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
100.00%
Higher Deferred Revenue (Current) Growth compared to OBE's zero value, indicating better performance.
-23.23%
Less than half of OBE's 57.41%. David Dodd sees fewer expansions in other current obligations.
-25.03%
50-75% of OBE's -33.59%. Bruce Berkowitz notes the firm keeps current liabilities growth relatively low.
-3.56%
Less than half of OBE's -50.23%. David Dodd sees more deleveraging vs. competitor.
-100.00%
Both OBE and the company show zero Non-Current Deferred Revenue Growth.
10.32%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to OBE's zero value, indicating worse performance.
12.90%
Less than half of OBE's -9.76%. David Dodd notes more conservative expansions in non-current obligations.
2.32%
Less than half of OBE's -41.68%. David Dodd sees a more conservative approach to non-current liabilities.
100.00%
Higher Other Liabilities Growth compared to OBE's zero value, indicating worse performance.
-3.80%
Less than half of OBE's -38.35%. David Dodd sees far fewer liability expansions relative to competitor.
-1.99%
1.1-1.25x OBE's -1.73%. Bill Ackman questions if the firm is issuing more stock than competitor.
33.59%
≥ 1.5x OBE's 1.86%. David Dodd sees higher yoy retained profits than competitor.
44.42%
Above 1.5x OBE's 1.97%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
No Data available this quarter, please select a different quarter.
18.53%
Below half OBE's -1.37%. Michael Burry sees potential underperformance in building shareholder capital.
5.30%
Below half OBE's -14.33%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-7.55%
Less than half of OBE's -36.33%. David Dodd sees less overall debt expansion vs. competitor.
-13.49%
Less than half of OBE's -36.73%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
