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.
0.68%
Cash & equivalents yoy growth below half of NET's 642.74%. Michael Burry would question if the firm faces a liquidity squeeze. Check for rising debts or negative cash flow.
-0.35%
Short-term investments yoy growth below half of NET's 42.72%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-0.11%
Below half of NET's 106.79%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-0.04%
Receivables growth less than half of NET's 8.76%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
1.92%
Higher Inventory Growth compared to NET's zero value, indicating worse performance.
-0.12%
Other current assets growth < half of NET's -71.18%. David Dodd sees a leaner approach to short-term items.
-0.02%
Below half of NET's 67.89%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-3.49%
Below half NET's 5.89%. 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.
7.43%
Less than half of NET's -7.47%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
7.43%
Less than half of NET's -0.87%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
16.09%
Higher Long-Term Investments Growth compared to NET's zero value, indicating better performance.
-7.43%
Higher Tax Assets Growth compared to NET's zero value, indicating worse performance.
1.77%
Less than half of NET's 10.30%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
4.82%
0.75-0.9x NET's 5.43%. Bill Ackman questions if the competitor invests more robustly in future growth.
No Data
No Data available this quarter, please select a different quarter.
2.07%
Below half of NET's 49.48%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-33.42%
Less than half of NET's 2.02%. David Dodd sees a more disciplined AP approach or lower volume.
-7.21%
Higher Short-Term Debt Growth compared to NET's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
4.04%
0.5-0.75x NET's 7.60%. Martin Whitman sees weaker advanced billings vs. competitor.
146.14%
Exceeding 1.5x NET's 1.94%. Michael Burry suspects ballooning short-term obligations vs. competitor.
1.07%
Less than half of NET's 4.46%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Below half NET's 29.94%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
1453.51%
Less than half of NET's -0.21%. David Dodd notes more conservative expansions in non-current obligations.
-1.72%
Less than half of NET's 135.02%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
0.38%
Less than half of NET's 88.32%. David Dodd sees far fewer liability expansions relative to competitor.
3.03%
Above 1.5x NET's 0.58%. Michael Burry suspects heavy new equity expansion or dilution.
-2.42%
0.5-0.75x NET's -4.42%. Martin Whitman is wary of weaker retention or lower profitability.
-100.00%
Less than half of NET's 355.06%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
3.57%
Below half NET's -13.06%. Michael Burry sees potential underperformance in building shareholder capital.
2.07%
Below half NET's 49.48%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
4.39%
Below half NET's 42.72%. Michael Burry suspects major underinvestment or forced divestment.
-1.99%
Less than half of NET's 134.58%. David Dodd sees less overall debt expansion vs. competitor.
-3.94%
Less than half of NET's 52.86%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
