1.17 - 1.17
1.10 - 1.60
166 / 2.1K (Avg.)
-9.00 | -0.13
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.
-34.33%
Both companies show declining cash positions (-34.33% vs AAG.DE's -16.97%). 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.
-34.33%
Cash + STI yoy ≥ 1.5x AAG.DE's -17.57%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-17.34%
Receivables growth less than half of AAG.DE's 0.69%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-97.41%
Inventory growth below half of AAG.DE's 2.79%. David Dodd would check if that's due to efficiency or supply constraints.
-37.54%
Above 1.5x AAG.DE's -3.47%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-47.33%
≥ 1.5x AAG.DE's -6.15%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-12.94%
≥ 1.5x AAG.DE's -0.83%. David Dodd sees more aggressive capex. Confirm it's not overspending.
-5.02%
Higher Goodwill Growth compared to AAG.DE's zero value, indicating worse performance.
-69.31%
Less than half of AAG.DE's 28.28%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-67.96%
Less than half of AAG.DE's 4.24%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-5300.93%
Above 1.5x AAG.DE's -38.13%. Michael Burry warns of potential hidden liabilities or intangible bloat.
-66.40%
Below half of AAG.DE's 3.38%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-32.60%
≥ 1.5x AAG.DE's -3.50%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
109.50%
Above 1.5x AAG.DE's 2.95%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
2.56%
Less than half of AAG.DE's -5.62%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-9.70%
Higher Tax Payables Growth compared to AAG.DE's zero value, indicating worse performance.
-146.83%
≥ 1.5x AAG.DE's -23.31%. David Dodd sees stronger subscription/prepayment demand.
-100.58%
Exceeding 1.5x AAG.DE's -17.92%. Michael Burry suspects ballooning short-term obligations vs. competitor.
-46.91%
Above 1.5x AAG.DE's -14.31%. Michael Burry sees a red flag for liquidity risk vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-63.12%
≥ 1.5x AAG.DE's -0.17%. David Dodd sees stronger long-horizon revenue vs. competitor.
-6.23%
Less than half of AAG.DE's 16.05%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-333.26%
Above 1.5x AAG.DE's -2.35%. Michael Burry suspects a looming risk from large additions to LT liabilities.
348.44%
Above 1.5x AAG.DE's 0.13%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
No Data available this quarter, please select a different quarter.
-42.06%
Above 1.5x AAG.DE's -9.01%. Michael Burry sees a potential leverage warning sign.
10.00%
Higher Common Stock (Book Value) Growth compared to AAG.DE's zero value, indicating worse performance.
-47.34%
≥ 1.5x AAG.DE's -0.16%. David Dodd sees higher yoy retained profits than competitor.
100.00%
Less than half of AAG.DE's -0.06%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-19.09%
≥ 1.5x AAG.DE's -0.04%. David Dodd sees stronger capital base growth than competitor.
-32.60%
≥ 1.5x AAG.DE's -3.50%. David Dodd sees faster overall balance sheet growth than competitor.
No Data
No Data available this quarter, please select a different quarter.
2.56%
Less than half of AAG.DE's -5.01%. David Dodd sees less overall debt expansion vs. competitor.
54.22%
Above 1.5x AAG.DE's 21.33%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
