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.
-55.11%
Both companies show declining cash positions (-55.11% vs ZS's -1.03%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
67.64%
Short-term investments yoy growth ≥ 1.5x ZS's 20.91%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
-6.63%
Below half of ZS's 6.70%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
35.32%
Receivables growth 50-75% of ZS's 54.82%. Bruce Berkowitz would note relatively tighter receivables. Check if sales remain robust.
-8.83%
Inventory growth below half of ZS's 11.48%. David Dodd would check if that's due to efficiency or supply constraints.
41.46%
Above 1.5x ZS's 13.67%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-0.57%
Below half of ZS's 14.37%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-2.26%
Below half ZS's 7.45%. 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.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
77.59%
Below half of ZS's -2.09%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
No Data available this quarter, please select a different quarter.
7.79%
Similar yoy growth to ZS's 9.78%. Walter Schloss sees parallel approach in non-core expansions.
12.36%
≥ 1.5x ZS's 6.61%. 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.
4.32%
Below half of ZS's 12.73%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-30.49%
1.1-1.25x ZS's -25.43%. Bill Ackman wonders if the firm relies on extended payables to manage cash flow.
-100.00%
Less than half of ZS's 11.00%. David Dodd sees much smaller short-term leverage burden vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
17.50%
0.75-0.9x ZS's 20.99%. Bill Ackman wonders if competitor is securing more prepayments.
309.40%
Less than half of ZS's -66.89%. David Dodd sees fewer expansions in other current obligations.
17.02%
Similar yoy to ZS's 19.14%. Walter Schloss sees parallel short-term liability strategies.
No Data
No Data available this quarter, please select a different quarter.
6.42%
Below half ZS's 36.11%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
28.84%
1.1-1.25x ZS's 26.02%. Bill Ackman questions if the firm is incurring extra obligations vs. competitor.
1.91%
50-75% of ZS's 2.83%. Bruce Berkowitz notes a smaller yoy liability buildup than competitor.
No Data
No Data available this quarter, please select a different quarter.
11.27%
Similar yoy to ZS's 10.92%. Walter Schloss sees parallel expansions in total liabilities.
No Data
No Data available this quarter, please select a different quarter.
-4.81%
≥ 1.5x ZS's -2.89%. David Dodd sees higher yoy retained profits than competitor.
33.74%
Less than half of ZS's -1445.10%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.18%
Below half ZS's 20.60%. Michael Burry sees potential underperformance in building shareholder capital.
4.32%
Below half ZS's 12.73%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
59.08%
≥ 1.5x ZS's 20.91%. David Dodd sees far stronger investment expansions than competitor.
466.43%
Less than half of ZS's -0.35%. David Dodd sees less overall debt expansion vs. competitor.
81.72%
Above 1.5x ZS's 14.64%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
