1.52 - 1.58
1.19 - 3.37
354.5K / 984.1K (Avg.)
-1.64 | -0.94
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.
-52.66%
Both companies show declining cash positions (-52.66% vs RUN's -13.93%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
17.75%
Higher Short-Term Investments Growth compared to RUN's zero value, indicating better performance.
-14.89%
Similar yoy growth to RUN's -13.93%. Walter Schloss would note comparable liquidity expansions. Examine capital usage strategies.
-29.28%
Receivables growth above 1.5x RUN's -17.88%. Michael Burry would check for potential credit bubble or inflated top-line.
-11.18%
Inventory growth below half of RUN's 14.02%. David Dodd would check if that's due to efficiency or supply constraints.
97.14%
Above 1.5x RUN's 4.15%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-5.76%
≥ 1.5x RUN's -2.94%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-17.55%
Below half RUN's 2.58%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
No Data
No Data available this quarter, please select a different quarter.
133.12%
Less than half of RUN's -9.43%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
1316.95%
Less than half of RUN's -0.03%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
15.88%
Higher Long-Term Investments Growth compared to RUN's zero value, indicating better performance.
No Data
No Data available this quarter, please select a different quarter.
106.52%
Less than half of RUN's 972.42%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
66.37%
≥ 1.5x RUN's 3.04%. 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.
8.82%
≥ 1.5x RUN's 2.45%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-11.11%
50-75% of RUN's -16.99%. Bruce Berkowitz notes the company is paying suppliers faster or not stretching terms as competitor does.
58.18%
Less than half of RUN's -52.82%. David Dodd sees much smaller short-term leverage burden vs. competitor.
23.87%
Higher Tax Payables Growth compared to RUN's zero value, indicating worse performance.
-12.89%
Below half of RUN's 2.19%. Michael Burry suspects a big gap in pre-sales traction.
245.45%
Exceeding 1.5x RUN's 6.44%. Michael Burry suspects ballooning short-term obligations vs. competitor.
29.19%
Less than half of RUN's -21.15%. David Dodd sees a more disciplined short-term liability approach.
-15.45%
Less than half of RUN's 10.10%. David Dodd sees more deleveraging vs. competitor.
-13.63%
Below half RUN's 2.48%. Michael Burry suspects a serious gap in multi-year pipeline.
712.00%
Above 1.5x RUN's 43.70%. Michael Burry sees a much bigger deferred tax load building up.
130.17%
1.25-1.5x RUN's 101.13%. Martin Whitman is wary of heavier unknown future burdens.
-0.77%
Less than half of RUN's 8.68%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
9.71%
Above 1.5x RUN's 4.20%. Michael Burry sees a potential leverage warning sign.
0.58%
Higher Common Stock (Book Value) Growth compared to RUN's zero value, indicating worse performance.
0.94%
Below half RUN's -107.18%. Michael Burry suspects major net losses or high dividends vs. competitor.
19.13%
Above 1.5x RUN's 5.96%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
No Data available this quarter, please select a different quarter.
6.07%
≥ 1.5x RUN's 0.51%. David Dodd sees stronger capital base growth than competitor.
8.82%
≥ 1.5x RUN's 2.45%. David Dodd sees faster overall balance sheet growth than competitor.
17.34%
Higher Total Investments Growth compared to RUN's zero value, indicating better performance.
1.24%
Less than half of RUN's 5.21%. David Dodd sees less overall debt expansion vs. competitor.
47.65%
Above 1.5x RUN's 7.58%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
