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.
-21.15%
Cash & equivalents declining -21.15% while ENPH's grows 5.84%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-55.93%
Short-term investments yoy growth below half of ENPH's 3.84%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-25.74%
Below half of ENPH's 4.32%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
14.87%
Similar receivables growth to ENPH's 17.72%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
31.97%
Inventory growth above 1.5x ENPH's 20.13%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-38.77%
Above 1.5x ENPH's -11.25%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-7.76%
Below half of ENPH's 4.17%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
14.32%
Similar yoy growth to ENPH's 14.39%. Walter Schloss sees parallel capital spending strategies. Check utilization rates.
0.17%
Less than half of ENPH's 1.19%. David Dodd might see less intangible risk, assuming stable revenue growth.
-10.78%
Similar yoy growth to ENPH's -13.44%. Walter Schloss sees parallel intangible investment patterns.
-1.84%
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
No Data available this quarter, please select a different quarter.
64.06%
Less than half of ENPH's -101.29%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
21.87%
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.
7.73%
≥ 1.5x ENPH's 2.34%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
3.65%
Less than half of ENPH's 41.02%. David Dodd sees a more disciplined AP approach or lower volume.
-100.00%
Less than half of ENPH's 1.04%. David Dodd sees much smaller short-term leverage burden 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.
-4.54%
Less than half of ENPH's 558.94%. David Dodd sees fewer expansions in other current obligations.
-21.97%
Less than half of ENPH's 0.28%. David Dodd sees a more disciplined short-term liability approach.
112.54%
Above 1.5x ENPH's 0.06%. Michael Burry suspects significant leverage additions. Check coverage.
No Data
No Data available this quarter, please select a different quarter.
-12.60%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to ENPH's zero value, indicating worse performance.
-0.24%
Less than half of ENPH's -10.65%. David Dodd notes more conservative expansions in non-current obligations.
71.55%
Less than half of ENPH'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.
13.41%
Above 1.5x ENPH's 0.12%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
29.23%
≥ 1.5x ENPH's 2.10%. David Dodd sees higher yoy retained profits than competitor.
-680.62%
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.
2.44%
Below half ENPH's 8.63%. Michael Burry sees potential underperformance in building shareholder capital.
7.73%
≥ 1.5x ENPH's 2.34%. David Dodd sees faster overall balance sheet growth than competitor.
-55.93%
Below half ENPH's 19.09%. Michael Burry suspects major underinvestment or forced divestment.
12.52%
Above 1.5x ENPH's 2.21%. Michael Burry sees a major jump. Investigate leverage rationale.
63.84%
Above 1.5x ENPH's 0.73%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
