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 NET's grows 25.56%. 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.
-6.66%
Below half of NET's 3.98%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
3.50%
Receivables growth less than half of NET's 19.73%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
26.99%
Higher Inventory Growth compared to NET's zero value, indicating worse performance.
5.66%
Other current assets growth < half of NET's -0.47%. David Dodd sees a leaner approach to short-term items.
-2.87%
Below half of NET's 3.52%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
4.70%
≥ 1.5x NET's 2.42%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
5.54%
Less than half of NET's -15.04%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
5.54%
Less than half of NET's -2.71%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-100.00%
Below half of NET's -2959.87%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
100.00%
Less than half of NET's 2959.87%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
8.73%
1.1-1.25x NET's 7.85%. Bill Ackman questions if the firm invests in intangible or other non-core areas more aggressively.
1.84%
Similar yoy growth to NET's 1.88%. Walter Schloss finds parallel expansions in non-current assets.
No Data
No Data available this quarter, please select a different quarter.
-1.46%
Below half of NET's 3.08%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-25.49%
Less than half of NET's 53.24%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
8.68%
Similar yoy growth to NET's 9.21%. Walter Schloss notes parallel approach to deferred revenue.
-4.41%
Less than half of NET's -47.48%. David Dodd sees fewer expansions in other current obligations.
4.13%
Less than half of NET's 11.72%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
-1.32%
Below half NET's 14.77%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
-46.17%
Less than half of NET's 3.07%. David Dodd notes more conservative expansions in non-current obligations.
-4.33%
Less than half of NET's 0.28%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
0.62%
Less than half of NET's 2.60%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-7.71%
≥ 1.5x NET's -4.53%. David Dodd sees higher yoy retained profits than competitor.
185.42%
Above 1.5x NET's 48.40%. 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.
-2.68%
Below half NET's 4.59%. Michael Burry sees potential underperformance in building shareholder capital.
-1.46%
Below half NET's 3.08%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-100.00%
Both NET and the company show zero Total Investments Growth.
-4.00%
Less than half of NET's 0.25%. David Dodd sees less overall debt expansion vs. competitor.
7.16%
Less than half of NET's -3.52%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
