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.
-3.92%
Both companies show declining cash positions (-3.92% vs NET's -37.85%). 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.
-3.92%
Cash + STI yoy 0.5-0.75x NET's -7.63%. Martin Whitman would worry about lagging short-term reserves. Confirm debt coverage.
-8.79%
Receivables growth above 1.5x NET's -0.63%. Michael Burry would check for potential credit bubble or inflated top-line.
-6.99%
Inventory growth below half of NET's -73.37%. David Dodd would check if that's due to efficiency or supply constraints.
17.18%
Other current assets growth < half of NET's -73.37%. David Dodd sees a leaner approach to short-term items.
-3.05%
Below half of NET's -6.98%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
0.49%
Below half NET's -1.35%. 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.
1.14%
Less than half of NET's -17.71%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
1.14%
Less than half of NET's -2.78%. 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
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-2.55%
Less than half of NET's 11.68%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
3.49%
≥ 1.5x NET's 0.28%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
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-1.03%
Below half of NET's -5.04%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-49.87%
1.1-1.25x NET's -40.66%. Bill Ackman wonders if the firm relies on extended payables to manage cash flow.
0.54%
Less than half of NET's 1.53%. David Dodd sees much smaller short-term leverage burden vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
8.22%
0.5-0.75x NET's 12.22%. Martin Whitman sees weaker advanced billings vs. competitor.
-38.59%
Less than half of NET's 54.08%. David Dodd sees fewer expansions in other current obligations.
-2.97%
Less than half of NET's 6.44%. David Dodd sees a more disciplined short-term liability approach.
No Data
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6.02%
Below half NET's 40.07%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
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80.70%
Above 1.5x NET's 1.59%. Michael Burry suspects a looming risk from large additions to LT liabilities.
1.65%
Less than half of NET's -9.69%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
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-1.14%
Less than half of NET's -6.13%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
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-6.48%
0.5-0.75x NET's -10.76%. Martin Whitman is wary of weaker retention or lower profitability.
-93.90%
Above 1.5x NET's -2.79%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
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-0.96%
0.5-0.75x NET's -1.65%. Martin Whitman is wary of lagging equity growth vs. competitor.
-1.03%
Below half NET's -5.04%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-4.00%
50-75% of NET's -7.71%. Bruce Berkowitz sees relatively smaller yoy debt additions.
3.91%
Less than half of NET's -1.88%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
