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.
-39.31%
Cash & equivalents declining -39.31% while SA's grows 8.82%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
No Data
No Data available this quarter, please select a different quarter.
-39.31%
Cash + STI yoy ≥ 1.5x SA's -24.14%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
7.97%
Receivables growth less than half of SA's -100.00%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
42.63%
Higher Inventory Growth compared to SA's zero value, indicating worse performance.
39.10%
Higher Other Current Assets Growth compared to SA's zero value, indicating worse performance.
-36.41%
≥ 1.5x SA's -15.40%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
7.20%
≥ 1.5x SA's 2.96%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
-3.49%
Higher Intangible Assets Growth compared to SA's zero value, indicating worse performance.
-3.49%
Higher Goodwill + Intangibles Growth compared to SA's zero value, indicating worse performance.
-14.97%
≥ 1.5x SA's -1.70%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
-63.50%
Higher Tax Assets Growth compared to SA's zero value, indicating worse performance.
332.41%
Above 1.5x SA's 21.95%. Michael Burry warns of potential hidden liabilities or intangible bloat.
6.94%
≥ 1.5x SA's 3.61%. 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.
4.12%
≥ 1.5x SA's 1.95%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-3.96%
Less than half of SA's 24.28%. David Dodd sees a more disciplined AP approach or lower volume.
100.00%
Higher Short-Term Debt Growth compared to SA's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
≥ 1.5x SA's -51.76%. David Dodd sees stronger subscription/prepayment demand.
101.00%
Less than half of SA's -50.32%. David Dodd sees fewer expansions in other current obligations.
3.03%
Less than half of SA's -22.83%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Both SA and the company show zero Non-Current Deferred Revenue Growth.
-63.77%
Above 1.5x SA's -2.16%. Michael Burry sees a much bigger deferred tax load building up.
26.26%
Less than half of SA's 152.89%. David Dodd notes more conservative expansions in non-current obligations.
20.43%
Above 1.5x SA's 9.11%. 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.
8.60%
Less than half of SA's -5.75%. David Dodd sees far fewer liability expansions relative to competitor.
0.38%
Less than half of SA's 3.96%. David Dodd sees fewer share issuances vs. competitor.
10.38%
Below half SA's -6.04%. Michael Burry suspects major net losses or high dividends vs. competitor.
-7.35%
Less than half of SA's 0.56%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
4.09%
≥ 1.5x SA's 2.49%. David Dodd sees stronger capital base growth than competitor.
4.12%
≥ 1.5x SA's 1.95%. David Dodd sees faster overall balance sheet growth than competitor.
-14.97%
Below half SA's -30.00%. Michael Burry suspects major underinvestment or forced divestment.
-6.08%
Similar yoy changes to SA's -6.53%. Walter Schloss notes parallel total debt strategies.
39.58%
Less than half of SA's -9.25%. David Dodd sees better deleveraging or stronger cash buildup than competitor.