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.
-65.14%
Both companies show declining cash positions (-65.14% vs OBE's -4266.67%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
No Data
No Data available this quarter, please select a different quarter.
-65.14%
Below half of OBE's -4266.67%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
5.50%
Receivables growth less than half of OBE's -12.66%. 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.
43.32%
Other current assets growth < half of OBE's 833.33%. David Dodd sees a leaner approach to short-term items.
-7.23%
Below half of OBE's 92.55%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
1.80%
Below half OBE's -11.19%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.81%
Higher Goodwill Growth compared to OBE's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
0.81%
Higher Goodwill + Intangibles Growth compared to OBE's zero value, indicating worse performance.
-11.21%
Both OBE and the company show zero Long-Term Investments Growth.
-10.59%
Higher Tax Assets Growth compared to OBE's zero value, indicating worse performance.
-0.15%
Less than half of OBE's -6.06%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
1.10%
Below half of OBE's -11.12%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
0.29%
Below half of OBE's -7.50%. Michael Burry sees a potential red flag for stagnation or capital shortage.
7.44%
Less than half of OBE's -44.72%. David Dodd sees a more disciplined AP approach or lower volume.
-100.00%
Less than half of OBE's 1400.00%. David Dodd sees much smaller short-term leverage burden 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.
54.44%
Less than half of OBE's -70.59%. David Dodd sees fewer expansions in other current obligations.
-14.36%
Less than half of OBE's 179.02%. David Dodd sees a more disciplined short-term liability approach.
11.95%
Less than half of OBE's -67.52%. David Dodd sees more deleveraging vs. competitor.
0.43%
Higher Non-Current Deferred Revenue Growth compared to OBE's zero value, indicating better performance.
157.14%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to OBE's zero value, indicating worse performance.
1.71%
Less than half of OBE's -83.21%. David Dodd notes more conservative expansions in non-current obligations.
9.66%
Less than half of OBE's -61.35%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
3.60%
Less than half of OBE's -4.71%. David Dodd sees far fewer liability expansions relative to competitor.
-5.54%
Higher Common Stock (Book Value) Growth compared to OBE's zero value, indicating worse performance.
127.08%
Below half OBE's -34.99%. Michael Burry suspects major net losses or high dividends vs. competitor.
-1.84%
Less than half of OBE's 1.01%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-3.33%
Below half OBE's -8.84%. Michael Burry sees potential underperformance in building shareholder capital.
0.29%
Below half OBE's -7.50%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-11.21%
Both OBE and the company show zero Total Investments Growth.
2.84%
1.1-1.25x OBE's 2.55%. Bill Ackman questions if the firm is outpacing competitor in borrowing.
7.12%
Less than half of OBE's 24.40%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
