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.
-34.87%
Both companies show declining cash positions (-34.87% vs NET's -19.24%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-8.75%
Short-term investments yoy growth below half of NET's 4.10%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-16.99%
Below half of NET's 1.99%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
40.48%
Receivables growth above 1.5x NET's 25.13%. Michael Burry would check for potential credit bubble or inflated top-line.
-17.95%
Higher Inventory Growth compared to NET's zero value, indicating worse performance.
11.82%
1.25-1.5x NET's 8.30%. Martin Whitman worries about added complexity or intangible expansions.
-16.79%
Below half of NET's 4.86%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-3.65%
Below half NET's 16.01%. 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.
-4.35%
Less than half of NET's 13.60%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-4.35%
Less than half of NET's 15.02%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
55.94%
Higher Long-Term Investments Growth compared to NET's zero value, indicating better performance.
4.35%
Higher Tax Assets Growth compared to NET's zero value, indicating worse performance.
25.52%
Above 1.5x NET's 10.93%. Michael Burry warns of potential hidden liabilities or intangible bloat.
27.69%
≥ 1.5x NET's 14.83%. 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.
2.87%
Below half of NET's 7.78%. Michael Burry sees a potential red flag for stagnation or capital shortage.
20.95%
Less than half of NET's 42.77%. David Dodd sees a more disciplined AP approach or lower volume.
0.64%
Higher Short-Term Debt Growth compared to NET's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
16.05%
0.5-0.75x NET's 22.57%. Martin Whitman sees weaker advanced billings vs. competitor.
29.86%
1.25-1.5x NET's 22.88%. Martin Whitman sees a potentially higher near-term liability load.
16.85%
50-75% of NET's 23.70%. Bruce Berkowitz notes the firm keeps current liabilities growth relatively low.
No Data
No Data available this quarter, please select a different quarter.
2.05%
Higher Non-Current Deferred Revenue Growth compared to NET's zero value, indicating better performance.
No Data
No Data available this quarter, please select a different quarter.
6.85%
50-75% of NET's 13.35%. Bruce Berkowitz sees fewer new long-term commitments.
-0.47%
Less than half of NET's 0.92%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
11.46%
1.25-1.5x NET's 7.91%. Martin Whitman is wary of bigger liability expansions.
No Data
No Data available this quarter, please select a different quarter.
-8.45%
≥ 1.5x NET's -1.18%. David Dodd sees higher yoy retained profits than competitor.
212.30%
Less than half of NET's -126.67%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-3.76%
Below half NET's 7.51%. Michael Burry sees potential underperformance in building shareholder capital.
2.87%
Below half NET's 7.78%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
10.36%
≥ 1.5x NET's 4.10%. David Dodd sees far stronger investment expansions than competitor.
-4.22%
Less than half of NET's 0.86%. David Dodd sees less overall debt expansion vs. competitor.
65.42%
Above 1.5x NET's 3.76%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
