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.
6.15%
Cash & equivalents yoy growth below half of NET's 15.77%. Michael Burry would question if the firm faces a liquidity squeeze. Check for rising debts or negative cash flow.
-14.58%
Short-term investments yoy growth below half of NET's 2.53%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-8.97%
Below half of NET's 3.72%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-0.19%
Receivables growth less than half of NET's 1.24%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
24.51%
Inventory growth below half of NET's -100.00%. David Dodd would check if that's due to efficiency or supply constraints.
19.71%
Other current assets growth < half of NET's 7264.70%. David Dodd sees a leaner approach to short-term items.
-3.79%
Below half of NET's 3.39%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-5.93%
Below half NET's 13.94%. 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.
15.98%
Less than half of NET's -11.15%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
15.98%
Less than half of NET's -0.77%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
72.63%
Below half of NET's -100.00%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-15.98%
Less than half of NET's 100.00%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
2.50%
Less than half of NET's 7.09%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
12.16%
1.25-1.5x NET's 9.13%. Bruce Berkowitz checks if expansions surpass competitor's pace but remain justified.
No Data
No Data available this quarter, please select a different quarter.
2.66%
0.5-0.75x NET's 5.01%. Martin Whitman worries about slower asset growth than competitor. Is it strategy or constraint?
10.35%
Less than half of NET's 24.50%. David Dodd sees a more disciplined AP approach or lower volume.
24.65%
Less than half of NET's -100.00%. David Dodd sees much smaller short-term leverage burden vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
5.33%
Similar yoy growth to NET's 5.08%. Walter Schloss notes parallel approach to deferred revenue.
-4.96%
Less than half of NET's 151.36%. David Dodd sees fewer expansions in other current obligations.
5.66%
50-75% of NET's 7.66%. Bruce Berkowitz notes the firm keeps current liabilities growth relatively low.
No Data
No Data available this quarter, please select a different quarter.
6.32%
Below half NET's -100.00%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
0.16%
Less than half of NET's 127.44%. David Dodd notes more conservative expansions in non-current obligations.
0.90%
1.25-1.5x NET's 0.62%. Martin Whitman is wary of heavier future burdens.
No Data
No Data available this quarter, please select a different quarter.
4.13%
Above 1.5x NET's 2.68%. Michael Burry sees a potential leverage warning sign.
3.23%
Above 1.5x NET's 0.29%. Michael Burry suspects heavy new equity expansion or dilution.
-3.51%
≥ 1.5x NET's -1.43%. David Dodd sees higher yoy retained profits than competitor.
-43.76%
Less than half of NET's 1309.02%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
1.56%
Below half NET's 10.38%. Michael Burry sees potential underperformance in building shareholder capital.
2.66%
0.5-0.75x NET's 5.01%. Martin Whitman sees underexpansion or possible missed opportunities.
0.40%
Below half NET's 2.40%. Michael Burry suspects major underinvestment or forced divestment.
-1.91%
Less than half of NET's 0.84%. David Dodd sees less overall debt expansion vs. competitor.
-15.62%
Above 1.5x NET's -1.00%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
