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.
-34.87%
Cash & equivalents declining -34.87% while ZS's grows 13.01%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-8.75%
Short-term investments yoy growth below half of ZS's 0.59%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-16.99%
Below half of ZS's 7.57%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
40.48%
Similar receivables growth to ZS's 45.48%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
-17.95%
Higher Inventory Growth compared to ZS's zero value, indicating worse performance.
11.82%
Similar to ZS's 11.94%. Walter Schloss would confirm standard short-term asset patterns.
-16.79%
Below half of ZS's 19.81%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-3.65%
Below half ZS's 11.76%. 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.
-4.35%
50-75% of ZS's -7.43%. Bruce Berkowitz notes moderate intangible additions. Check if growth is organically driven.
-4.35%
Above 1.5x ZS's -1.05%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
55.94%
Below half of ZS's -100.00%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
4.35%
Less than half of ZS's -100.00%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
25.52%
Less than half of ZS's -18.37%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
27.69%
Below half of ZS's -4.07%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
2.87%
Below half of ZS's 12.06%. Michael Burry sees a potential red flag for stagnation or capital shortage.
20.95%
Less than half of ZS's -16.84%. David Dodd sees a more disciplined AP approach or lower volume.
0.64%
Less than half of ZS's 2146.05%. David Dodd sees much smaller short-term leverage burden vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
16.05%
0.75-0.9x ZS's 19.41%. Bill Ackman wonders if competitor is securing more prepayments.
29.86%
Less than half of ZS's -18.31%. David Dodd sees fewer expansions in other current obligations.
16.85%
Less than half of ZS's 82.97%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
2.05%
Below half ZS's 25.32%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
6.85%
Less than half of ZS's 14.10%. David Dodd notes more conservative expansions in non-current obligations.
-0.47%
Less than half of ZS's -77.36%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
11.46%
Similar yoy to ZS's 10.47%. Walter Schloss sees parallel expansions in total liabilities.
No Data
No Data available this quarter, please select a different quarter.
-8.45%
≥ 1.5x ZS's -1.31%. David Dodd sees higher yoy retained profits than competitor.
212.30%
Above 1.5x ZS's 69.45%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
No Data available this quarter, please select a different quarter.
-3.76%
Below half ZS's 16.55%. Michael Burry sees potential underperformance in building shareholder capital.
2.87%
Below half ZS's 12.06%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
10.36%
Below half ZS's -0.47%. Michael Burry suspects major underinvestment or forced divestment.
-4.22%
Less than half of ZS's 0.20%. David Dodd sees less overall debt expansion vs. competitor.
65.42%
Less than half of ZS's -679.23%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
