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.
-55.21%
Both companies show declining cash positions (-55.21% vs VET's -25.57%). 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.
-55.21%
Cash + STI yoy ≥ 1.5x VET's -25.57%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
32.45%
Similar receivables growth to VET's 37.09%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
59.90%
Inventory growth 1.25-1.5x VET's 40.57%. Martin Whitman worries about slower turnover or potential markdown risk.
127.32%
Other current assets growth < half of VET's -25.34%. David Dodd sees a leaner approach to short-term items.
36.80%
≥ 1.5x VET's 5.32%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
8.02%
≥ 1.5x VET's 0.14%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
4.15%
Higher Intangible Assets Growth compared to VET's zero value, indicating worse performance.
4.15%
Higher Goodwill + Intangibles Growth compared to VET's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
10.07%
Less than half of VET's 54.79%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
7.83%
≥ 1.5x VET's 2.19%. 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.
10.94%
≥ 1.5x VET's 2.63%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
30.18%
Above 1.5x VET's 7.94%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
-29.34%
Higher Short-Term Debt Growth compared to VET's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
100.00%
Higher Deferred Revenue (Current) Growth compared to VET's zero value, indicating better performance.
53.39%
Less than half of VET's -21.51%. David Dodd sees fewer expansions in other current obligations.
36.00%
Less than half of VET's -2.16%. David Dodd sees a more disciplined short-term liability approach.
19.70%
Above 1.5x VET's 1.12%. Michael Burry suspects significant leverage additions. Check coverage.
52428900.00%
Higher Non-Current Deferred Revenue Growth compared to VET's zero value, indicating better performance.
3.19%
Less than half of VET's -2.19%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
11.60%
Less than half of VET's -3.18%. David Dodd notes more conservative expansions in non-current obligations.
13.04%
Less than half of VET's -0.79%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
18.61%
Less than half of VET's -1.15%. David Dodd sees far fewer liability expansions relative to competitor.
-0.20%
Higher Common Stock (Book Value) Growth compared to VET's zero value, indicating worse performance.
-2.59%
Below half VET's 15.50%. Michael Burry suspects major net losses or high dividends vs. competitor.
40.14%
Above 1.5x VET's 21.10%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
419430300.00%
Higher Other Stockholders' Equity Items Growth compared to VET's zero value, indicating worse performance.
1.63%
Below half VET's 6.58%. Michael Burry sees potential underperformance in building shareholder capital.
10.94%
≥ 1.5x VET's 2.63%. David Dodd sees faster overall balance sheet growth than competitor.
No Data
No Data available this quarter, please select a different quarter.
17.58%
Above 1.5x VET's 1.12%. Michael Burry sees a major jump. Investigate leverage rationale.
21.04%
1.25-1.5x VET's 15.58%. Martin Whitman is wary of heavier net leverage vs. competitor.
