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.
-21.24%
Cash & equivalents declining -21.24% 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.
-21.24%
Both OBE and the company show zero Cash + Short-Term Investments Growth.
114.38%
Receivables growth less than half of OBE's -80.63%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
81.02%
Higher Inventory Growth compared to OBE's zero value, indicating worse performance.
-25.81%
Other current assets growth < half of OBE's 47.44%. David Dodd sees a leaner approach to short-term items.
-13.73%
0.5-0.75x OBE's -21.20%. Martin Whitman might see risk if this hampers near-term financial flexibility.
0.98%
Below half OBE's -11.40%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
-2.38%
Less than half of OBE's -5.35%. David Dodd might see less intangible risk, assuming stable revenue growth.
No Data
No Data available this quarter, please select a different quarter.
-2.38%
Less than half of OBE's -5.35%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
28.51%
Higher Long-Term Investments Growth compared to OBE's zero value, indicating better performance.
-8.48%
Higher Tax Assets Growth compared to OBE's zero value, indicating worse performance.
-15.71%
Less than half of OBE's -79.76%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-0.39%
Below half of OBE's -10.39%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-4.00%
Below half of OBE's -10.84%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-82.93%
1.1-1.25x OBE's -73.44%. Bill Ackman wonders if the firm relies on extended payables to manage cash flow.
-33.33%
Less than half of OBE's 3.23%. David Dodd sees much smaller short-term leverage burden vs. competitor.
38.10%
Higher Tax Payables Growth compared to OBE's zero value, indicating worse performance.
2969.23%
Higher Deferred Revenue (Current) Growth compared to OBE's zero value, indicating better performance.
26050.00%
Exceeding 1.5x OBE's 125.00%. Michael Burry suspects ballooning short-term obligations vs. competitor.
-7.37%
Less than half of OBE's 9.61%. David Dodd sees a more disciplined short-term liability approach.
-0.41%
Less than half of OBE's -18.63%. 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.
-19.14%
1.1-1.25x OBE's -16.28%. Bill Ackman questions if the firm is incurring extra obligations vs. competitor.
-2.39%
Less than half of OBE's -15.94%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-3.62%
Less than half of OBE's -12.60%. David Dodd sees far fewer liability expansions relative to competitor.
-0.12%
Less than half of OBE's 0.23%. David Dodd sees fewer share issuances vs. competitor.
-13.14%
Below half OBE's -130.91%. Michael Burry suspects major net losses or high dividends vs. competitor.
3.79%
Higher AOCI Growth compared to OBE's zero value, indicating worse performance.
100.00%
Above 1.5x OBE's 2.09%. Michael Burry suspects a significant bump in 'other' equity items vs. competitor.
-4.91%
0.5-0.75x OBE's -9.68%. Martin Whitman is wary of lagging equity growth vs. competitor.
-4.00%
Below half OBE's -10.84%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
28.51%
Higher Total Investments Growth compared to OBE's zero value, indicating better performance.
-0.48%
Less than half of OBE's -18.18%. David Dodd sees less overall debt expansion vs. competitor.
10.52%
Less than half of OBE's -18.18%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
