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 ZS's grows 7.88%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
9.15%
Short-term investments yoy growth 0.5-0.75x ZS's 14.87%. Martin Whitman would be cautious about lagging liquidity buildup.
5.24%
Below half of ZS's 10.67%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-16.52%
Receivables growth less than half of ZS's -37.04%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-20.13%
Inventory growth below half of ZS's 3.10%. David Dodd would check if that's due to efficiency or supply constraints.
5.15%
Other current assets growth < half of ZS's -3.42%. David Dodd sees a leaner approach to short-term items.
1.36%
≥ 1.5x ZS's 0.04%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-9.20%
Below half ZS's 9.49%. 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 ZS's -0.91%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
10.28%
Above 1.5x ZS's 2.60%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
-22.40%
Similar yoy growth to ZS's -21.13%. Walter Schloss sees parallel investment expansions. Compare portfolio quality.
-10.28%
Less than half of ZS's 21.13%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
2.58%
Less than half of ZS's -2.31%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-4.77%
Below half of ZS's 3.62%. 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 ZS's 0.76%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-3.00%
Less than half of ZS's 25.72%. 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%
Below half of ZS's -2.86%. Michael Burry suspects a big gap in pre-sales traction.
-15.37%
Less than half of ZS's 94.81%. David Dodd sees fewer expansions in other current obligations.
-0.29%
Less than half of ZS's -4.00%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
3.44%
Below half ZS's -2.22%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
-4.53%
Less than half of ZS's 64.94%. David Dodd notes more conservative expansions in non-current obligations.
-0.74%
Less than half of ZS's 0.47%. 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 ZS's -1.91%. 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 ZS's -3.07%. David Dodd sees higher yoy retained profits than competitor.
-146.32%
Less than half of ZS's -1039.28%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-1.64%
Below half ZS's 11.37%. Michael Burry sees potential underperformance in building shareholder capital.
-1.14%
Below half ZS's 0.76%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
3.22%
Below half ZS's 14.87%. Michael Burry suspects major underinvestment or forced divestment.
-14.27%
Less than half of ZS's 0.43%. David Dodd sees less overall debt expansion vs. competitor.
-11.48%
Less than half of ZS's -182.52%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
