33.44 - 34.57
31.40 - 61.90
7.61M / 5.87M (Avg.)
-152.73 | -0.22
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.
-200.00%
Both companies show declining cash positions (-200.00% vs NET's -51.57%). 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.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Receivables growth less than half of NET's 29.58%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-100.00%
Higher Inventory Growth compared to NET's zero value, indicating worse performance.
-100.00%
Above 1.5x NET's -15.92%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-18.59%
≥ 1.5x NET's -3.00%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-100.00%
Below half NET's 8.68%. 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.
-100.00%
Less than half of NET's 206.70%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-100.00%
Less than half of NET's 30.43%. 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.
-300.32%
Less than half of NET's 5.22%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-201.12%
Below half of NET's 9.67%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
≥ 1.5x NET's -0.76%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-100.00%
Less than half of NET's 26.22%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Below half of NET's 12.96%. Michael Burry suspects a big gap in pre-sales traction.
-100.00%
Exceeding 1.5x NET's -59.16%. Michael Burry suspects ballooning short-term obligations vs. competitor.
-100.00%
Above 1.5x NET's -4.14%. Michael Burry sees a red flag for liquidity risk vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Below half NET's 19.17%. Michael Burry suspects a serious gap in multi-year pipeline.
-100.00%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to NET's zero value, indicating worse performance.
-100.00%
Less than half of NET's 25.88%. David Dodd notes more conservative expansions in non-current obligations.
-100.00%
Less than half of NET's 23.20%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Less than half of NET's 18.13%. David Dodd sees far fewer liability expansions relative to competitor.
-100.00%
Less than half of NET's 0.62%. David Dodd sees fewer share issuances vs. competitor.
100.00%
Below half NET's -1.04%. Michael Burry suspects major net losses or high dividends vs. competitor.
-468658475051148992.00%
Above 1.5x NET's -381.85%. 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.
178.13%
Below half NET's -36.81%. Michael Burry sees potential underperformance in building shareholder capital.
-53.05%
≥ 1.5x NET's -0.76%. David Dodd sees faster overall balance sheet growth than competitor.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Less than half of NET's 21.76%. David Dodd sees less overall debt expansion vs. competitor.
276.46%
Above 1.5x NET's 45.25%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
