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.
11.73%
Cash & equivalents changing 11.73% while OBE's remains stable. Warren Buffett would analyze the strategic implications of this divergence.
No Data
No Data available this quarter, please select a different quarter.
11.73%
Higher Cash + Short-Term Investments Growth compared to OBE's zero value, indicating better performance.
-14.94%
Receivables growth above 1.5x OBE's -4.62%. Michael Burry would check for potential credit bubble or inflated top-line.
107.58%
Higher Inventory Growth compared to OBE's zero value, indicating worse performance.
-17.26%
Other current assets growth < half of OBE's 7.83%. David Dodd sees a leaner approach to short-term items.
0.16%
Higher Total Current Assets Growth compared to OBE's zero value, indicating better performance.
2.69%
Below half OBE's -1.81%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
1.57%
Higher Goodwill Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
1.57%
Higher Goodwill + Intangibles Growth compared to OBE's zero value, indicating worse performance.
-6.36%
Both OBE and the company show zero Long-Term Investments Growth.
-5.70%
Higher Tax Assets Growth compared to OBE's zero value, indicating worse performance.
0.56%
Less than half of OBE's -19.28%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
1.61%
Below half of OBE's -1.93%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
1.21%
Below half of OBE's -1.85%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-2.57%
Less than half of OBE's -8.63%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
75.00%
Higher Tax Payables Growth compared to OBE's zero value, indicating worse performance.
-14.75%
Below half of OBE's -48.09%. Michael Burry suspects a big gap in pre-sales traction.
-96.08%
Less than half of OBE's 213.51%. David Dodd sees fewer expansions in other current obligations.
0.98%
Less than half of OBE's -12.54%. David Dodd sees a more disciplined short-term liability approach.
0.26%
Less than half of OBE's -3.92%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
94.06%
Less than half of OBE's -0.30%. David Dodd notes more conservative expansions in non-current obligations.
0.87%
Less than half of OBE's -3.12%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
0.89%
Less than half of OBE's -4.47%. David Dodd sees far fewer liability expansions relative to competitor.
1.75%
Above 1.5x OBE's 0.40%. Michael Burry suspects heavy new equity expansion or dilution.
1.77%
Below half OBE's -6.77%. Michael Burry suspects major net losses or high dividends vs. competitor.
3.62%
Above 1.5x OBE's 1.27%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
-1.08%
Above 1.5x OBE's -0.40%. Michael Burry suspects a significant bump in 'other' equity items vs. competitor.
1.98%
Below half OBE's -0.05%. Michael Burry sees potential underperformance in building shareholder capital.
1.21%
Below half OBE's -1.85%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-6.36%
Both OBE and the company show zero Total Investments Growth.
0.50%
Less than half of OBE's -3.87%. David Dodd sees less overall debt expansion vs. competitor.
-4.58%
1.1-1.25x OBE's -3.87%. Bill Ackman questions if net debt is increasing faster than competitor.
