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.
-1.97%
Cash & equivalents declining -1.97% while Software - Infrastructure shows 0.80% growth. Howard Marks would investigate if this cash drain is temporary or signals deeper issues.
18.87%
Short-term investments yoy growth ≥ 1.5x the Software - Infrastructure median of 0.00%. Joel Greenblatt might see stronger near-cash accumulation as an opportunity. Check yields vs. peers.
13.18%
Cash + STI yoy growth ≥ 1.5x the Software - Infrastructure median of 0.00%. Joel Greenblatt would see a liquidity advantage if effectively redeployed.
20.17%
Receivables growth above 1.5x Software - Infrastructure median of 4.59%. Jim Chanos might see a serious red flag in ballooning receivables.
26.59%
Inventory growth above 1.5x Software - Infrastructure median of 0.00%. Jim Chanos might see a red flag for potential obsolescence or poor planning.
253.73%
Exceeding 1.5x Software - Infrastructure median of 0.00%. Jim Chanos might suspect questionable capitalization or one-time items inflating current assets.
27.42%
Current assets growth ≥ 1.5x the Software - Infrastructure median of 1.95%. Joel Greenblatt sees a potential liquidity edge if well allocated.
-2.31%
PP&E growth ≥ 1.5x the Software - Infrastructure median of -1.21%. Joel Greenblatt sees aggressive expansion. Check if revenue growth supports it.
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.
-23.02%
Below half Software - Infrastructure median of 0.00%. Jim Chanos suspects the firm is missing out on growth or is financially constrained.
No Data
No Data available this quarter, please select a different quarter.
-19.20%
Above 1.5x Software - Infrastructure median of -1.03%. Jim Chanos sees a red flag for intangible or questionable expansions in the balance sheet.
-15.75%
≥ 1.5x the Software - Infrastructure median of -0.10%. Joel Greenblatt sees more aggressive long-term asset growth than peers, but it must be value-accretive.
No Data
No Data available this quarter, please select a different quarter.
4.38%
≥ 1.5x the Software - Infrastructure median of 1.61%. Joel Greenblatt sees more aggressive asset expansion than peers, but must confirm returns are adequate.
14.84%
Payables growth above 1.5x Software - Infrastructure median of 2.55%. Jim Chanos might see a warning sign of stressed supplier payments.
-3.03%
Above 1.5x Software - Infrastructure median of 0.00%. Jim Chanos might see a short-term leverage spike, raising red flags for near-term solvency.
No Data
No Data available this quarter, please select a different quarter.
8.70%
≥ 1.5x the Software - Infrastructure median of 0.00%. Joel Greenblatt sees a robust subscription base vs. peers.
-0.80%
Above 1.5x Software - Infrastructure median of 0.00%. Jim Chanos suspects a potential short-term burden spike.
7.63%
Above 1.5x Software - Infrastructure median of 0.00%. Jim Chanos suspects potential working capital strain.
No Data
No Data available this quarter, please select a different quarter.
-2.96%
Below half Software - Infrastructure median of 0.00%. Jim Chanos sees a potential shortage of multi-year commitments.
No Data
No Data available this quarter, please select a different quarter.
-4.80%
Above 1.5x Software - Infrastructure median of 0.00%. Jim Chanos sees a potentially alarming surge in other LT obligations.
-4.44%
Above 1.5x Software - Infrastructure median of -1.59%. Jim Chanos suspects a red flag in ballooning future obligations.
No Data
No Data available this quarter, please select a different quarter.
4.35%
Above 1.5x Software - Infrastructure median of 0.00%. Jim Chanos suspects an alarming rise in overall leverage.
No Data
No Data available this quarter, please select a different quarter.
-3.28%
Below half Software - Infrastructure median of 0.00%. Jim Chanos suspects poor profitability or large dividend drains.
5434.48%
Above 1.5x Software - Infrastructure median 0.00%. Jim Chanos suspects a red flag if these gains are highly volatile.
No Data
No Data available this quarter, please select a different quarter.
4.42%
1.25-1.5x Software - Infrastructure median of 3.00%. Mohnish Pabrai notes above-average net worth expansion.
4.38%
≥ 1.5x Software - Infrastructure median of 1.61%. Joel Greenblatt sees more aggressive expansions than peers.
2.76%
≥ 1.5x Software - Infrastructure median of 0.00%. Joel Greenblatt sees bigger push into investments vs. peers.
-6.33%
Above 1.5x Software - Infrastructure median of -0.06%. Jim Chanos suspects a big rise in leverage. Check coverage carefully.
-3.97%
Above 1.5x Software - Infrastructure median -0.51%. Jim Chanos sees a big jump in net debt. Potential leverage red flag.
