33.44 - 34.57
31.40 - 61.90
7.61M / 5.95M (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.
-4.29%
Cash & equivalents declining -4.29% while NTNX's grows 19.40%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
9.15%
Short-term investments yoy growth ≥ 1.5x NTNX's 3.70%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
5.24%
Cash + STI yoy 0.5-0.75x NTNX's 9.30%. Martin Whitman would worry about lagging short-term reserves. Confirm debt coverage.
-16.52%
Receivables growth 1.1-1.25x NTNX's -14.97%. Bill Ackman would demand reasons for extending more credit than the competitor.
-20.13%
Inventory growth below half of NTNX's 5.16%. David Dodd would check if that's due to efficiency or supply constraints.
5.15%
Other current assets growth < half of NTNX's -13.40%. David Dodd sees a leaner approach to short-term items.
1.36%
Below half of NTNX's 3.02%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-9.20%
Below half NTNX's 0.53%. 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.
10.28%
Less than half of NTNX's -23.46%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
10.28%
Less than half of NTNX's -0.60%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-22.40%
Similar yoy growth to NTNX's -22.70%. Walter Schloss sees parallel investment expansions. Compare portfolio quality.
-10.28%
Less than half of NTNX's 22.70%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
2.58%
Less than half of NTNX's -4.60%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-4.77%
≥ 1.5x NTNX's -1.88%. 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.
-1.14%
Below half of NTNX's 1.73%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-3.00%
Less than half of NTNX's 19.60%. 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.
6.34%
Similar yoy growth to NTNX's 6.54%. Walter Schloss notes parallel approach to deferred revenue.
-15.37%
Less than half of NTNX's -78.51%. David Dodd sees fewer expansions in other current obligations.
-0.29%
Less than half of NTNX's -3.22%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
3.44%
Below half NTNX's -0.48%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
-4.53%
Less than half of NTNX's -14.51%. David Dodd notes more conservative expansions in non-current obligations.
-0.74%
Less than half of NTNX's 0.72%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-0.45%
50-75% of NTNX's -0.66%. Bruce Berkowitz notes a lower yoy liability increase.
No Data
No Data available this quarter, please select a different quarter.
-5.81%
≥ 1.5x NTNX's -0.55%. David Dodd sees higher yoy retained profits than competitor.
-146.32%
Less than half of NTNX's 15.39%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-1.64%
Below half NTNX's 9.22%. Michael Burry sees potential underperformance in building shareholder capital.
-1.14%
Below half NTNX's 1.73%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
3.22%
0.75-0.9x NTNX's 3.70%. Bill Ackman wonders if competitor invests more confidently.
-14.27%
Less than half of NTNX's 1.81%. David Dodd sees less overall debt expansion vs. competitor.
-11.48%
1.1-1.25x NTNX's -9.42%. Bill Ackman questions if net debt is increasing faster than competitor.
