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.
-12.43%
Cash & equivalents declining -12.43% 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.
-12.43%
Both OBE and the company show zero Cash + Short-Term Investments Growth.
25.45%
Receivables growth above 1.5x OBE's 6.18%. Michael Burry would check for potential credit bubble or inflated top-line.
41.01%
Higher Inventory Growth compared to OBE's zero value, indicating worse performance.
134.65%
1.25-1.5x OBE's 106.26%. Martin Whitman worries about added complexity or intangible expansions.
24.31%
Similar yoy growth to OBE's 25.04%. Walter Schloss notes comparable short-term expansions. Investigate quality of these assets.
3.14%
Below half OBE's -1.07%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.81%
Less than half of OBE's -0.01%. David Dodd might see less intangible risk, assuming stable revenue growth.
No Data
No Data available this quarter, please select a different quarter.
0.81%
Less than half of OBE's -0.01%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
4.11%
Higher Other Non-Current Assets Growth compared to OBE's zero value, indicating worse performance.
3.07%
Below half of OBE's -0.93%. 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.
5.27%
≥ 1.5x OBE's 0.41%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
12.95%
Less than half of OBE's -16.69%. David Dodd sees a more disciplined AP approach or lower volume.
-27.65%
Above 1.5x OBE's -15.20%. Michael Burry sees a major discrepancy in short-term leverage. Check coverage and liquidity carefully.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Both OBE and the company show zero Deferred Revenue (Current) Growth.
16.91%
Less than half of OBE's 100.27%. David Dodd sees fewer expansions in other current obligations.
10.53%
Less than half of OBE's 27.97%. David Dodd sees a more disciplined short-term liability approach.
4.83%
Above 1.5x OBE's 1.08%. Michael Burry suspects significant leverage additions. Check coverage.
-100.00%
Both OBE and the company show zero Non-Current Deferred Revenue Growth.
3.21%
Less than half of OBE's -2.93%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
2.00%
Less than half of OBE's 47.29%. David Dodd notes more conservative expansions in non-current obligations.
3.68%
50-75% of OBE's 4.99%. Bruce Berkowitz notes a smaller yoy liability buildup than competitor.
No Data
No Data available this quarter, please select a different quarter.
5.52%
50-75% of OBE's 9.30%. Bruce Berkowitz notes a lower yoy liability increase.
No Data
No Data available this quarter, please select a different quarter.
7.23%
Below half OBE's -199.76%. Michael Burry suspects major net losses or high dividends vs. competitor.
1.86%
Higher AOCI Growth compared to OBE's zero value, indicating worse performance.
-100.00%
Similar yoy changes to OBE's -100.00%. Walter Schloss finds parallel equity item fluctuations.
4.93%
Below half OBE's -7.72%. Michael Burry sees potential underperformance in building shareholder capital.
5.27%
≥ 1.5x OBE's 0.41%. David Dodd sees faster overall balance sheet growth than competitor.
No Data
No Data available this quarter, please select a different quarter.
2.65%
Above 1.5x OBE's 1.05%. Michael Burry sees a major jump. Investigate leverage rationale.
4.11%
Above 1.5x OBE's 1.05%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
