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.
-4.29%
Cash & equivalents declining -4.29% while NET's grows 190.80%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
9.15%
Short-term investments yoy growth below half of NET's -7.88%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
5.24%
Cash + STI yoy ≥ 1.5x NET's 2.71%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-16.52%
Receivables growth 1.1-1.25x NET's -13.32%. Bill Ackman would demand reasons for extending more credit than the competitor.
-20.13%
Inventory growth below half of NET's -100.00%. David Dodd would check if that's due to efficiency or supply constraints.
5.15%
Other current assets growth < half of NET's 119.47%. David Dodd sees a leaner approach to short-term items.
1.36%
0.75-0.9x NET's 1.67%. Bill Ackman would ask if competitor is building short-term resources more aggressively.
-9.20%
Below half NET's 2.14%. 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.
10.28%
Less than half of NET's -26.92%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
10.28%
Less than half of NET's -3.14%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-22.40%
Both NET and the company show zero Long-Term Investments Growth.
-10.28%
Less than half of NET's -100.00%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
2.58%
50-75% of NET's 4.47%. Bruce Berkowitz notes relatively lower 'other assets' expansions.
-4.77%
Below half of NET's 1.13%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-1.14%
Below half of NET's 1.52%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-3.00%
Less than half of NET's -10.97%. 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.
6.34%
≥ 1.5x NET's 2.48%. David Dodd sees stronger subscription/prepayment demand.
-15.37%
Higher Other Current Liabilities Growth compared to NET's zero value, indicating worse performance.
-0.29%
Less than half of NET's 1.23%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
3.44%
1.25-1.5x NET's 2.33%. Bruce Berkowitz checks if the company is locking in more multi-year contracts.
No Data
No Data available this quarter, please select a different quarter.
-4.53%
Above 1.5x NET's -1.33%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-0.74%
Less than half of NET's 0.05%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-0.45%
Less than half of NET's 0.38%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-5.81%
≥ 1.5x NET's -3.47%. David Dodd sees higher yoy retained profits than competitor.
-146.32%
Similar yoy to NET's -145.36%. Walter Schloss sees parallel comprehensive income changes.
No Data
No Data available this quarter, please select a different quarter.
-1.64%
Below half NET's 4.48%. Michael Burry sees potential underperformance in building shareholder capital.
-1.14%
Below half NET's 1.52%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
3.22%
Below half NET's -7.87%. Michael Burry suspects major underinvestment or forced divestment.
-14.27%
Less than half of NET's 0.10%. David Dodd sees less overall debt expansion vs. competitor.
-11.48%
Similar yoy changes to NET's -12.57%. Walter Schloss sees parallel net leverage strategies.
