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.
-38.42%
Cash & equivalents declining -38.42% 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.
-38.42%
Both OBE and the company show zero Cash + Short-Term Investments Growth.
-23.94%
Similar receivables growth to OBE's -31.69%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
-59.38%
Higher Inventory Growth compared to OBE's zero value, indicating worse performance.
49.34%
Other current assets growth < half of OBE's 306.34%. David Dodd sees a leaner approach to short-term items.
-10.54%
Below half of OBE's 33.96%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-5.22%
≥ 1.5x OBE's -0.75%. David Dodd sees more aggressive capex. Confirm it's not overspending.
-11.10%
Less than half of OBE's 1.06%. David Dodd might see less intangible risk, assuming stable revenue growth.
No Data
No Data available this quarter, please select a different quarter.
-11.10%
Less than half of OBE's 1.06%. 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.
-94.34%
Less than half of OBE's 100.00%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-5.85%
≥ 1.5x OBE's -0.49%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
No Data available this quarter, please select a different quarter.
-6.43%
Below half of OBE's 1.09%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-39.21%
Less than half of OBE's 1.34%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-26.27%
50-75% of OBE's -49.53%. Bruce Berkowitz notes a more controlled liability line.
-25.42%
Less than half of OBE's 2.09%. David Dodd sees a more disciplined short-term liability approach.
23.44%
Above 1.5x OBE's 3.56%. Michael Burry suspects significant leverage additions. Check coverage.
No Data
No Data available this quarter, please select a different quarter.
-6.55%
Above 1.5x OBE's -3.20%. Michael Burry sees a much bigger deferred tax load building up.
-61.67%
Above 1.5x OBE's -3.85%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-5.79%
Less than half of OBE's 1.19%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-9.61%
Less than half of OBE's 1.31%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
4.62%
1.25-1.5x OBE's 3.38%. Bruce Berkowitz notes stronger reinvestment strategy.
-63.48%
Higher AOCI Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-2.83%
Below half OBE's 0.92%. Michael Burry sees potential underperformance in building shareholder capital.
-6.43%
Below half OBE's 1.09%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
22.83%
Above 1.5x OBE's 3.74%. Michael Burry sees a major jump. Investigate leverage rationale.
27.05%
Above 1.5x OBE's 3.74%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
