95.23 - 97.14
55.47 - 103.81
1.63M / 1.80M (Avg.)
55.57 | 1.74
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.
-19.82%
Both companies show declining cash positions (-19.82% vs FSM's -40.08%). 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.
-19.82%
Cash + STI yoy ≥ 1.5x FSM's -8.91%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
453.10%
Receivables growth above 1.5x FSM's 5.13%. Michael Burry would check for potential credit bubble or inflated top-line.
No Data
No Data available this quarter, please select a different quarter.
46.30%
1.1-1.25x FSM's 39.84%. Bill Ackman might question if the company is accumulating more extraneous short-term items.
-13.54%
≥ 1.5x FSM's -6.44%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
7.86%
≥ 1.5x FSM's 1.59%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
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No Data
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No Data
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176.99%
≥ 1.5x FSM's 35.26%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
No Data
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6.94%
Less than half of FSM's 637.18%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
10.77%
≥ 1.5x FSM's 7.09%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
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10.26%
≥ 1.5x FSM's 1.93%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
161.71%
Above 1.5x FSM's 2.72%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
3242.86%
Higher Short-Term Debt Growth compared to FSM's zero value, indicating worse performance.
No Data
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-100.00%
Similar yoy growth to FSM's -100.00%. Walter Schloss notes parallel approach to deferred revenue.
-99.94%
Less than half of FSM's 21.73%. David Dodd sees fewer expansions in other current obligations.
-54.45%
Above 1.5x FSM's -1.08%. Michael Burry sees a red flag for liquidity risk vs. competitor.
44.27%
Above 1.5x FSM's 0.04%. Michael Burry suspects significant leverage additions. Check coverage.
-42.66%
≥ 1.5x FSM's -7.09%. David Dodd sees stronger long-horizon revenue vs. competitor.
11.63%
Above 1.5x FSM's 6.24%. Michael Burry sees a much bigger deferred tax load building up.
105.62%
Above 1.5x FSM's 6.26%. Michael Burry suspects a looming risk from large additions to LT liabilities.
44.42%
Above 1.5x FSM's 1.10%. 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.
37.81%
Above 1.5x FSM's 0.26%. Michael Burry sees a potential leverage warning sign.
0.47%
Above 1.5x FSM's 0.28%. Michael Burry suspects heavy new equity expansion or dilution.
20.18%
≥ 1.5x FSM's 7.79%. David Dodd sees higher yoy retained profits than competitor.
19.98%
Above 1.5x FSM's 5.89%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
-0.47%
Less than half of FSM's 100.00%. David Dodd notes simpler yoy equity changes vs. competitor.
6.27%
≥ 1.5x FSM's 2.30%. David Dodd sees stronger capital base growth than competitor.
10.26%
≥ 1.5x FSM's 1.93%. David Dodd sees faster overall balance sheet growth than competitor.
176.99%
≥ 1.5x FSM's 100.97%. David Dodd sees far stronger investment expansions than competitor.
44.27%
Less than half of FSM's -0.87%. David Dodd sees less overall debt expansion vs. competitor.
57.80%
1.1-1.25x FSM's 52.03%. Bill Ackman questions if net debt is increasing faster than competitor.