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.
-3.92%
Cash & equivalents declining -3.92% while ZS's grows 15.86%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
No Data
No Data available this quarter, please select a different quarter.
-3.92%
Below half of ZS's 4.41%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-8.79%
Receivables growth less than half of ZS's 33.45%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-6.99%
Inventory growth below half of ZS's 6.78%. David Dodd would check if that's due to efficiency or supply constraints.
17.18%
Other current assets growth < half of ZS's 64.15%. David Dodd sees a leaner approach to short-term items.
-3.05%
Below half of ZS's 8.18%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
0.49%
Below half ZS's 4.12%. 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 ZS's -8.72%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
1.14%
Less than half of ZS's -2.37%. 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
No Data available this quarter, please select a different quarter.
-2.55%
Less than half of ZS's 5.68%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
3.49%
Similar yoy growth to ZS's 3.57%. Walter Schloss finds parallel expansions in non-current assets.
No Data
No Data available this quarter, please select a different quarter.
-1.03%
Below half of ZS's 7.20%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-49.87%
Less than half of ZS's 13.17%. David Dodd sees a more disciplined AP approach or lower volume.
0.54%
Less than half of ZS's 1.84%. 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%
0.75-0.9x ZS's 9.56%. Bill Ackman wonders if competitor is securing more prepayments.
-38.59%
Less than half of ZS's 33.72%. David Dodd sees fewer expansions in other current obligations.
-2.97%
Less than half of ZS's 8.34%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
6.02%
Below half ZS's 20.42%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
80.70%
Less than half of ZS's -9.37%. David Dodd notes more conservative expansions in non-current obligations.
1.65%
Above 1.5x ZS's 1.09%. 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.
-1.14%
Less than half of ZS's 4.44%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-6.48%
Similar yoy to ZS's -6.01%. Walter Schloss sees parallel earnings retention vs. competitor.
-93.90%
Less than half of ZS's 86.68%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.96%
Below half ZS's 22.58%. Michael Burry sees potential underperformance in building shareholder capital.
-1.03%
Below half ZS's 7.20%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-4.00%
Above 1.5x ZS's -0.27%. Michael Burry sees a major jump. Investigate leverage rationale.
3.91%
Less than half of ZS's -130.59%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
