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.
-47.54%
Both companies show declining cash positions (-47.54% vs VET's -61.98%). 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.
-47.54%
Cash + STI yoy ≥ 1.5x VET's -28.96%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
6.92%
Receivables growth less than half of VET's 32.28%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
32.46%
Inventory growth below half of VET's -46.37%. David Dodd would check if that's due to efficiency or supply constraints.
-36.57%
Other current assets growth < half of VET's 16.95%. David Dodd sees a leaner approach to short-term items.
-19.05%
Below half of VET's 14.78%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
4.82%
Below half VET's -1.97%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
6.75%
Higher Goodwill Growth compared to VET's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
6.75%
Higher Goodwill + Intangibles Growth compared to VET's zero value, indicating worse performance.
10.79%
Below half of VET's -100.00%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
No Data available this quarter, please select a different quarter.
-3.55%
Less than half of VET's 140.04%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
4.49%
Below half of VET's -0.62%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
1.58%
≥ 1.5x VET's 0.67%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-3.26%
50-75% of VET's -4.52%. Bruce Berkowitz notes the company is paying suppliers faster or not stretching terms as competitor does.
No Data
No Data available this quarter, please select a different quarter.
43.99%
Below half of VET's -97.14%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
24.56%
Higher Deferred Revenue (Current) Growth compared to VET's zero value, indicating better performance.
-22.22%
Higher Other Current Liabilities Growth compared to VET's zero value, indicating worse performance.
2.36%
Less than half of VET's -26.94%. David Dodd sees a more disciplined short-term liability approach.
-5.48%
Less than half of VET's 47.63%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
1.61%
Less than half of VET's -2.05%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
3.93%
Less than half of VET's -1.22%. David Dodd notes more conservative expansions in non-current obligations.
-1.00%
Less than half of VET's 11.05%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-0.52%
Less than half of VET's 1.99%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.34%
Below half VET's -6.06%. Michael Burry suspects major net losses or high dividends vs. competitor.
162.99%
Higher AOCI Growth compared to VET's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
3.76%
Below half VET's -0.90%. Michael Burry sees potential underperformance in building shareholder capital.
1.58%
≥ 1.5x VET's 0.67%. David Dodd sees faster overall balance sheet growth than competitor.
10.79%
Below half VET's -87.41%. Michael Burry suspects major underinvestment or forced divestment.
-5.34%
Less than half of VET's 47.63%. David Dodd sees less overall debt expansion vs. competitor.
-2.33%
Less than half of VET's 51.98%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
