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.
-6.66%
Cash & equivalents declining -6.66% while Software - Infrastructure shows -4.03% growth. Howard Marks would investigate if this cash drain is temporary or signals deeper issues.
No Data
No Data available this quarter, please select a different quarter.
-6.66%
Cash + STI yoy growth ≥ 1.5x the Software - Infrastructure median of -3.31%. Joel Greenblatt would see a liquidity advantage if effectively redeployed.
3.50%
Receivables growth is below half the Software - Infrastructure median of -5.21% (much lower). Joel Greenblatt would investigate if this reflects stronger collection discipline.
26.99%
Inventory growth above 1.5x Software - Infrastructure median of 0.00%. Jim Chanos might see a red flag for potential obsolescence or poor planning.
5.66%
Exceeding 1.5x Software - Infrastructure median of 1.10%. Jim Chanos might suspect questionable capitalization or one-time items inflating current assets.
-2.87%
0.75-0.9x the Software - Infrastructure median of -3.34%. John Neff wonders if the firm invests less in working capital or sales growth is slower.
4.70%
PP&E growth below half of Software - Infrastructure median of -2.22%. Jim Chanos would suspect potential underinvestment or strategic shift away from core assets.
No Data
No Data available this quarter, please select a different quarter.
5.54%
Intangibles growth < half the Software - Infrastructure median of -3.11%. Joel Greenblatt sees fewer intangible expansions vs. peers. Possibly less impairment risk.
5.54%
Below half of Software - Infrastructure median of -0.80%. Joel Greenblatt sees relatively minimal intangible expansions vs. peers.
-100.00%
Below half Software - Infrastructure median of 0.00%. Jim Chanos suspects the firm is missing out on growth or is financially constrained.
100.00%
Above 1.5x Software - Infrastructure median of 0.00%. Jim Chanos sees large expansions in deferred tax assets, possibly pointing to bigger NOLs.
8.73%
Above 1.5x Software - Infrastructure median of 0.76%. Jim Chanos sees a red flag for intangible or questionable expansions in the balance sheet.
1.84%
Below half the Software - Infrastructure median of -0.50%. Jim Chanos sees a sharp divergence from peers, possibly a sign of strategic retreat or capital shortage.
No Data
No Data available this quarter, please select a different quarter.
-1.46%
Near the Software - Infrastructure median of -1.39%. Charlie Munger sees typical asset growth among the sector.
-25.49%
Payables growth above 1.5x Software - Infrastructure median of -1.68%. Jim Chanos might see a warning sign of stressed supplier payments.
No Data
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No Data
No Data available this quarter, please select a different quarter.
8.68%
≥ 1.5x the Software - Infrastructure median of 0.00%. Joel Greenblatt sees a robust subscription base vs. peers.
-4.41%
Below half Software - Infrastructure median of 0.62%. Joel Greenblatt sees fewer expansions than peers.
4.13%
Below half Software - Infrastructure median of -0.24%. Joel Greenblatt sees more conservative short-term leverage than peers.
No Data
No Data available this quarter, please select a different quarter.
-1.32%
Below half Software - Infrastructure median of 0.00%. Jim Chanos sees a potential shortage of multi-year commitments.
No Data
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-46.17%
Above 1.5x Software - Infrastructure median of 0.00%. Jim Chanos sees a potentially alarming surge in other LT obligations.
-4.33%
Above 1.5x Software - Infrastructure median of -0.33%. Jim Chanos suspects a red flag in ballooning future obligations.
No Data
No Data available this quarter, please select a different quarter.
0.62%
Below half Software - Infrastructure median of -0.86%. Joel Greenblatt sees a much lower liability expansion vs. peers.
No Data
No Data available this quarter, please select a different quarter.
-7.71%
≥ 1.5x Software - Infrastructure median of -2.54%. Joel Greenblatt sees stronger retained profit growth vs. peers.
185.42%
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.
-2.68%
≥ 1.5x Software - Infrastructure median of -0.79%. Joel Greenblatt sees stronger equity growth vs. peers.
-1.46%
Near Software - Infrastructure median of -1.42%. Charlie Munger sees standard yoy changes matching sector norms.
-100.00%
Below half Software - Infrastructure median of 0.00%. Jim Chanos sees potential underinvestment or forced liquidation vs. peers.
-4.00%
Above 1.5x Software - Infrastructure median of -1.04%. Jim Chanos suspects a big rise in leverage. Check coverage carefully.
7.16%
Above 1.5x Software - Infrastructure median 1.12%. Jim Chanos sees a big jump in net debt. Potential leverage red flag.