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.
-18.95%
Cash & equivalents declining -18.95% while ENPH's grows 5.84%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-96.67%
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.
-18.95%
Below half of ENPH's 4.32%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
25.27%
Receivables growth 1.25-1.5x ENPH's 17.72%. Martin Whitman would worry that the company may be booking revenue too aggressively.
24.66%
Inventory growth 1.1-1.25x ENPH's 20.13%. Bill Ackman would question if the firm overestimates demand vs. competitor.
416.78%
Other current assets growth < half of ENPH's -11.25%. David Dodd sees a leaner approach to short-term items.
17.64%
≥ 1.5x ENPH's 4.17%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
3.25%
Below half ENPH's 14.39%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
66.96%
Above 1.5x ENPH's 1.19%. Michael Burry warns of potential big write-downs if synergy fails.
-14.61%
Similar yoy growth to ENPH's -13.44%. Walter Schloss sees parallel intangible investment patterns.
57.83%
Less than half of ENPH's -1.00%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
10.67%
Higher Long-Term Investments Growth compared to ENPH's zero value, indicating better performance.
18232.75%
Above 1.5x ENPH's 2.24%. Michael Burry suspects major tax losses or deferrals building up, raising concerns about sustained profitability.
46.65%
Less than half of ENPH's -101.29%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
26.22%
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.
22.14%
≥ 1.5x ENPH's 2.34%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
9.52%
Less than half of ENPH's 41.02%. David Dodd sees a more disciplined AP approach or lower volume.
29.22%
Above 1.5x ENPH's 1.04%. Michael Burry sees a major discrepancy in short-term leverage. Check coverage and liquidity carefully.
-33.00%
Below half of ENPH's -100.00%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
-100.00%
≥ 1.5x ENPH's -23.09%. David Dodd sees stronger subscription/prepayment demand.
-31.91%
Less than half of ENPH's 558.94%. David Dodd sees fewer expansions in other current obligations.
16.11%
Above 1.5x ENPH's 0.28%. Michael Burry sees a red flag for liquidity risk vs. competitor.
47.21%
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.
-16.47%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to ENPH's zero value, indicating worse performance.
120.06%
Less than half of ENPH's -10.65%. David Dodd notes more conservative expansions in non-current obligations.
59.86%
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.
41.63%
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.
11.00%
≥ 1.5x ENPH's 2.10%. David Dodd sees higher yoy retained profits than competitor.
118.49%
Less than half of ENPH's 432.92%. David Dodd sees fewer intangible or market-driven swings than competitor.
-100.00%
Higher Other Stockholders' Equity Items Growth compared to ENPH's zero value, indicating worse performance.
3.36%
Below half ENPH's 8.63%. Michael Burry sees potential underperformance in building shareholder capital.
22.14%
≥ 1.5x ENPH's 2.34%. David Dodd sees faster overall balance sheet growth than competitor.
10.63%
0.5-0.75x ENPH's 19.09%. Martin Whitman sees possible missed opportunities vs. competitor.
43.80%
Above 1.5x ENPH's 2.21%. Michael Burry sees a major jump. Investigate leverage rationale.
271.59%
Above 1.5x ENPH's 0.73%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
