40.40 - 41.05
29.80 - 47.18
2.12M / 3.66M (Avg.)
18.02 | 2.27
Steady, sustainable growth is a hallmark of high-quality businesses. Value investors watch these metrics to confirm that the company's fundamental performance aligns with—or outpaces—its current market valuation.
-9.73%
Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.
-8.23%
Both firms have negative gross profit growth. Martin Whitman would question the sector’s viability or cyclical slump.
-44.22%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-44.22%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
56.92%
Positive net income growth while OBE is negative. John Neff might see a big relative performance advantage.
58.82%
EPS growth above 1.5x OBE's 4.76%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
55.15%
Diluted EPS growth above 1.5x OBE's 5.00%. David Dodd would see if there's a robust moat protecting these shareholder gains.
0.30%
Slight or no buybacks while OBE is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
0.15%
Slight or no buyback while OBE is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.
-3.05%
Dividend reduction while OBE stands at 0.00%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.
32.55%
Positive OCF growth while OBE is negative. John Neff would see this as a clear operational advantage vs. the competitor.
79.57%
FCF growth 50-75% of OBE's 147.32%. Martin Whitman would see if structural disadvantages exist in generating free cash.
-14.59%
Both companies have negative long-term revenue/share growth. Martin Whitman would question if the entire market or product set is shrinking.
-14.59%
Negative 5Y CAGR while OBE stands at 179.84%. Joel Greenblatt would push for a turnaround plan or reevaluation of the company’s product line.
-14.59%
Both firms have negative 3Y CAGR. Martin Whitman would wonder if the entire market segment is in short-term retreat.
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24.93%
Below 50% of OBE's 155.92%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
24.93%
Below 50% of OBE's 172.18%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
24.93%
Positive short-term CAGR while OBE is negative. John Neff would see a clear advantage in near-term profit trajectory.
165.80%
Positive growth while OBE is negative. John Neff might see a strong advantage in steadily compounding net worth over a decade.
165.80%
Below 50% of OBE's 344.68%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
165.80%
3Y equity/share CAGR above 1.5x OBE's 80.23%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.
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5.60%
Our AR growth while OBE is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.
28.21%
Inventory growth of 28.21% while OBE is zero. Bruce Berkowitz wonders if we anticipate a new wave of demand or risk being stuck with extra product.
2.22%
Positive asset growth while OBE is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
5.43%
BV/share growth above 1.5x OBE's 3.41%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.
-7.99%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
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315.92%
We expand SG&A while OBE cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.