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.
-45.89%
Both companies show declining cash positions (-45.89% vs NET's -40.91%). 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.
-10.57%
Cash + STI yoy ≥ 1.5x NET's -0.65%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
17.31%
Receivables growth 1.25-1.5x NET's 13.16%. Martin Whitman would worry that the company may be booking revenue too aggressively.
13.94%
Inventory growth below half of NET's -42.37%. David Dodd would check if that's due to efficiency or supply constraints.
-6.86%
Other current assets growth < half of NET's 1298.36%. David Dodd sees a leaner approach to short-term items.
-7.04%
Below half of NET's 2.20%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-2.36%
Below half NET's 3.05%. 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%
Above 1.5x NET's -21.52%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-100.00%
Above 1.5x NET's -2.86%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
175.77%
Below half of NET's -16.74%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
100.00%
Above 1.5x NET's 16.74%. Michael Burry suspects major tax losses or deferrals building up, raising concerns about sustained profitability.
22.92%
Above 1.5x NET's 7.21%. Michael Burry warns of potential hidden liabilities or intangible bloat.
19.05%
≥ 1.5x NET's 2.34%. 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.
1.37%
0.5-0.75x NET's 2.24%. Martin Whitman worries about slower asset growth than competitor. Is it strategy or constraint?
112.27%
Above 1.5x NET's 25.37%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
0.31%
Less than half of NET's -0.72%. David Dodd sees much smaller short-term leverage burden vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
6.88%
0.5-0.75x NET's 9.75%. Martin Whitman sees weaker advanced billings vs. competitor.
-29.65%
Less than half of NET's -62.49%. David Dodd sees fewer expansions in other current obligations.
10.54%
Above 1.5x NET's 0.98%. Michael Burry sees a red flag for liquidity risk vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
2.79%
Below half NET's -7.99%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
13.39%
Above 1.5x NET's 4.16%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-0.72%
Above 1.5x NET's -0.38%. 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.
5.96%
Less than half of NET's -0.04%. David Dodd sees far fewer liability expansions relative to competitor.
3.45%
Above 1.5x NET's 0.90%. Michael Burry suspects heavy new equity expansion or dilution.
-5.54%
≥ 1.5x NET's -2.42%. David Dodd sees higher yoy retained profits than competitor.
-19780.00%
Less than half of NET's 34.25%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-1.40%
Below half NET's 8.95%. Michael Burry sees potential underperformance in building shareholder capital.
1.37%
0.5-0.75x NET's 2.24%. Martin Whitman sees underexpansion or possible missed opportunities.
1539.31%
≥ 1.5x NET's 3.85%. David Dodd sees far stronger investment expansions than competitor.
-83.76%
Above 1.5x NET's -2.74%. Michael Burry sees a major jump. Investigate leverage rationale.
38.58%
Above 1.5x NET's 1.94%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
