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 NET's -5.05%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
67.64%
Short-term investments yoy growth ≥ 1.5x NET's 7.21%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
-6.63%
Below half of NET's 6.48%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
35.32%
Receivables growth above 1.5x NET's 22.80%. Michael Burry would check for potential credit bubble or inflated top-line.
-8.83%
Inventory growth below half of NET's -100.00%. David Dodd would check if that's due to efficiency or supply constraints.
41.46%
Other current assets growth < half of NET's -93.55%. David Dodd sees a leaner approach to short-term items.
-0.57%
Below half of NET's 6.73%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-2.26%
Below half NET's 5.76%. 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.
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 NET's -2.49%. 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%
50-75% of NET's 10.62%. Bruce Berkowitz notes relatively lower 'other assets' expansions.
12.36%
≥ 1.5x NET's 6.12%. 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%
0.5-0.75x NET's 6.56%. Martin Whitman worries about slower asset growth than competitor. Is it strategy or constraint?
-30.49%
Less than half of NET's 32.37%. David Dodd sees a more disciplined AP approach or lower volume.
-100.00%
Similar yoy changes to NET's -100.00%. Walter Schloss finds a parallel approach to short-term funding.
No Data
No Data available this quarter, please select a different quarter.
17.50%
Similar yoy growth to NET's 18.19%. Walter Schloss notes parallel approach to deferred revenue.
309.40%
Less than half of NET's -100.00%. David Dodd sees fewer expansions in other current obligations.
17.02%
Similar yoy to NET's 18.69%. Walter Schloss sees parallel short-term liability strategies.
No Data
No Data available this quarter, please select a different quarter.
6.42%
Below half NET's -0.63%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
28.84%
Similar yoy changes to NET's 35.38%. Walter Schloss sees parallel expansions in other LT liabilities.
1.91%
Above 1.5x NET's 1.19%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
No Data available this quarter, please select a different quarter.
11.27%
Above 1.5x NET's 5.61%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
-4.81%
≥ 1.5x NET's -2.80%. David Dodd sees higher yoy retained profits than competitor.
33.74%
Less than half of NET's 147.83%. 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 NET's 9.12%. Michael Burry sees potential underperformance in building shareholder capital.
4.32%
0.5-0.75x NET's 6.56%. Martin Whitman sees underexpansion or possible missed opportunities.
59.08%
≥ 1.5x NET's 7.33%. David Dodd sees far stronger investment expansions than competitor.
466.43%
Above 1.5x NET's 1.13%. Michael Burry sees a major jump. Investigate leverage rationale.
81.72%
Above 1.5x NET's 1.57%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
