1.52 - 1.58
1.19 - 3.37
354.5K / 984.1K (Avg.)
-1.64 | -0.94
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.
-28.22%
Cash & equivalents declining -28.22% while ENPH's grows 5.84%. 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.
-16.02%
Below half of ENPH's 4.32%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
21.25%
Receivables growth 1.1-1.25x ENPH's 17.72%. Bill Ackman would demand reasons for extending more credit than the competitor.
37.61%
Inventory growth above 1.5x ENPH's 20.13%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-24.85%
Above 1.5x ENPH's -11.25%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-0.11%
Below half of ENPH's 4.17%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
16.44%
1.25-1.5x ENPH's 14.39%. Bruce Berkowitz notes a significant push to expand capacity faster than competitor.
0.95%
Similar yoy growth to ENPH's 1.19%. Walter Schloss sees parallel M&A strategies or intangible expansions.
-25.05%
Above 1.5x ENPH's -13.44%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-7.56%
Above 1.5x ENPH's -1.00%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
No Data
No Data available this quarter, please select a different quarter.
No Data
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13.57%
Less than half of ENPH's -101.29%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
5.63%
Below half of ENPH's -2.09%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
3.15%
1.25-1.5x ENPH's 2.34%. Bruce Berkowitz sees a stronger asset build. Check if it's producing returns.
24.65%
50-75% of ENPH's 41.02%. Bruce Berkowitz notes the company is paying suppliers faster or not stretching terms as competitor does.
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.
-18.21%
Less than half of ENPH's 558.94%. David Dodd sees fewer expansions in other current obligations.
14.29%
Above 1.5x ENPH's 0.28%. Michael Burry sees a red flag for liquidity risk vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-29.19%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to ENPH's zero value, indicating worse performance.
-2.50%
Less than half of ENPH's -10.65%. David Dodd notes more conservative expansions in non-current obligations.
-2.54%
Above 1.5x ENPH's -0.05%. 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.
4.77%
Above 1.5x ENPH's 0.12%. Michael Burry sees a potential leverage warning sign.
2.70%
Higher Common Stock (Book Value) Growth compared to ENPH's zero value, indicating worse performance.
-17.37%
Below half ENPH's 2.10%. Michael Burry suspects major net losses or high dividends vs. competitor.
145.80%
Less than half of ENPH's 432.92%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
2.04%
Below half ENPH's 8.63%. Michael Burry sees potential underperformance in building shareholder capital.
3.15%
1.25-1.5x ENPH's 2.34%. Bruce Berkowitz checks if expansions are well-justified by ROI.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
624.71%
Above 1.5x ENPH's 0.73%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
