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.
-24.47%
Cash & equivalents declining -24.47% 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.
-24.47%
Both OBE and the company show zero Cash + Short-Term Investments Growth.
9.14%
Receivables growth above 1.5x OBE's 5.94%. Michael Burry would check for potential credit bubble or inflated top-line.
No Data
No Data available this quarter, please select a different quarter.
237.21%
Other current assets growth < half of OBE's -11.32%. David Dodd sees a leaner approach to short-term items.
4.55%
Below half of OBE's -1.93%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
2.36%
Below half OBE's -1.05%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.65%
Higher Goodwill Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
0.65%
Higher Goodwill + Intangibles Growth compared to OBE's zero value, indicating worse performance.
25.00%
Higher Long-Term Investments Growth compared to OBE's zero value, indicating better performance.
-0.06%
Higher Tax Assets Growth compared to OBE's zero value, indicating worse performance.
-2.94%
Higher Other Non-Current Assets Growth compared to OBE's zero value, indicating worse performance.
1.82%
Below half of OBE's -1.02%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
2.14%
Below half of OBE's -1.08%. Michael Burry sees a potential red flag for stagnation or capital shortage.
3.47%
Less than half of OBE's -8.21%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
66.67%
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.
-11.36%
Less than half of OBE's -53.57%. David Dodd sees fewer expansions in other current obligations.
-0.08%
Less than half of OBE's -1.03%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
0.61%
Below half OBE's -1.06%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
-9.91%
1.1-1.25x OBE's -8.33%. Bill Ackman questions if the firm is incurring extra obligations vs. competitor.
0.83%
Less than half of OBE's -3.25%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
0.69%
Less than half of OBE's -2.76%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
40.54%
Below half OBE's 99.87%. Michael Burry suspects major net losses or high dividends vs. competitor.
-4.95%
Above 1.5x OBE's -3.13%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
No Data available this quarter, please select a different quarter.
3.95%
Below half OBE's -0.44%. Michael Burry sees potential underperformance in building shareholder capital.
2.14%
Below half OBE's -1.08%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
25.00%
Higher Total Investments Growth compared to OBE's zero value, indicating better performance.
1.30%
50-75% of OBE's 2.08%. Bruce Berkowitz sees relatively smaller yoy debt additions.
3.87%
Above 1.5x OBE's 1.56%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
