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.
-21.95%
Cash & equivalents declining -21.95% while OBE's grows 0.00%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
No Data
No Data available this quarter, please select a different quarter.
-21.95%
Both OBE and the company show zero Cash + Short-Term Investments Growth.
-3.17%
Receivables growth less than half of OBE's 19.98%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
21.05%
Higher Inventory Growth compared to OBE's zero value, indicating worse performance.
-27.35%
Other current assets growth < half of OBE's 10.62%. David Dodd sees a leaner approach to short-term items.
-15.05%
Below half of OBE's 17.47%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
7.67%
Below half OBE's 89.27%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
3.76%
Higher Goodwill Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
3.76%
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.
2.33%
Higher Other Non-Current Assets Growth compared to OBE's zero value, indicating worse performance.
7.18%
Below half of OBE's 104.97%. Michael Burry might suspect stagnation or lack of resources for expansions.
-100.00%
Higher Other Assets Growth compared to OBE's zero value, indicating worse performance.
4.76%
Below half of OBE's 99.61%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-9.06%
Less than half of OBE's 5.60%. David Dodd sees a more disciplined AP approach or lower volume.
-0.05%
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.
No Data
No Data available this quarter, please select a different quarter.
34.16%
Exceeding 1.5x OBE's 5.80%. Michael Burry suspects ballooning short-term obligations vs. competitor.
3.57%
Less than half of OBE's 35.21%. David Dodd sees a more disciplined short-term liability approach.
-1.08%
Less than half of OBE's 91.68%. David Dodd sees more deleveraging vs. competitor.
104857700.00%
Higher Non-Current Deferred Revenue Growth compared to OBE's zero value, indicating better performance.
-0.50%
Less than half of OBE's 16.99%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
5.04%
Less than half of OBE's 40.71%. David Dodd notes more conservative expansions in non-current obligations.
-0.34%
Less than half of OBE's 50.98%. 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.
0.54%
Less than half of OBE's 47.88%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
11.60%
≥ 1.5x OBE's 3.33%. David Dodd sees higher yoy retained profits than competitor.
32.68%
Less than half of OBE's -100.00%. David Dodd sees fewer intangible or market-driven swings than competitor.
50056000.00%
Higher Other Stockholders' Equity Items Growth compared to OBE's zero value, indicating worse performance.
8.88%
Below half OBE's 143.28%. Michael Burry sees potential underperformance in building shareholder capital.
4.76%
Below half OBE's 99.61%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-1.07%
Less than half of OBE's 109.19%. David Dodd sees less overall debt expansion vs. competitor.
0.15%
Less than half of OBE's 109.19%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
