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.
-21.69%
Cash & equivalents declining -21.69% 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.
-21.69%
Both OBE and the company show zero Cash + Short-Term Investments Growth.
0.50%
Receivables growth less than half of OBE's -21.69%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
No Data
No Data available this quarter, please select a different quarter.
-36.49%
Other current assets growth < half of OBE's 142.41%. David Dodd sees a leaner approach to short-term items.
-19.25%
Below half of OBE's 24.74%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-15.60%
Below half OBE's 0.40%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
-1.45%
Higher Goodwill Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-1.45%
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.
141.90%
Higher Tax Assets Growth compared to OBE's zero value, indicating worse performance.
-9.73%
Less than half of OBE's -28.39%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-11.63%
≥ 1.5x OBE's -0.73%. 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.
-13.56%
Below half of OBE's 0.37%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-14.37%
50-75% of OBE's -27.70%. Bruce Berkowitz notes the company is paying suppliers faster or not stretching terms as competitor does.
No Data
No Data available this quarter, please select a different quarter.
150.00%
Higher Tax Payables Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-77.35%
Similar yoy changes to OBE's -94.08%. Walter Schloss finds parallel near-term liability trends.
-33.21%
Similar yoy to OBE's -33.46%. Walter Schloss sees parallel short-term liability strategies.
-0.20%
Less than half of OBE's 8.65%. David Dodd sees more deleveraging vs. competitor.
0.68%
Higher Non-Current Deferred Revenue Growth compared to OBE's zero value, indicating better performance.
-82.35%
Less than half of OBE's 6.33%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
200.00%
Less than half of OBE's -2.71%. David Dodd notes more conservative expansions in non-current obligations.
-4.29%
Less than half of OBE's 6.75%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-10.25%
Above 1.5x OBE's -1.29%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
-29.58%
Below half OBE's 169.84%. Michael Burry suspects major net losses or high dividends vs. competitor.
-1.66%
Higher AOCI Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-19.31%
Below half OBE's 1.59%. Michael Burry sees potential underperformance in building shareholder capital.
-13.56%
Below half OBE's 0.37%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.20%
Less than half of OBE's 8.65%. David Dodd sees less overall debt expansion vs. competitor.
9.55%
1.1-1.25x OBE's 8.65%. Bill Ackman questions if net debt is increasing faster than competitor.
