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.
-39.24%
Both companies show declining cash positions (-39.24% vs ENPH's -23.68%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
8.70%
Higher Short-Term Investments Growth compared to ENPH's zero value, indicating better performance.
-36.36%
Cash + STI yoy ≥ 1.5x ENPH's -23.68%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-27.42%
Receivables growth above 1.5x ENPH's -2.29%. Michael Burry would check for potential credit bubble or inflated top-line.
55.54%
Inventory growth above 1.5x ENPH's 28.69%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
143.23%
Higher Other Current Assets Growth compared to ENPH's zero value, indicating worse performance.
0.55%
Below half of ENPH's -15.05%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
7.76%
Below half ENPH's 48.55%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.26%
Higher Goodwill Growth compared to ENPH's zero value, indicating worse performance.
-10.53%
Higher Intangible Assets Growth compared to ENPH's zero value, indicating worse performance.
-1.49%
Higher Goodwill + Intangibles Growth compared to ENPH's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-19.06%
Less than half of ENPH's 75.51%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
4.75%
Below half of ENPH's 50.38%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
2.52%
Below half of ENPH's -7.85%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-4.57%
Less than half of ENPH's 2.64%. David Dodd sees a more disciplined AP approach or lower volume.
97.80%
Less than half of ENPH's -3.23%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-28.96%
Higher Tax Payables Growth compared to ENPH's zero value, indicating worse performance.
24.12%
Below half of ENPH's -6.22%. Michael Burry suspects a big gap in pre-sales traction.
168.03%
Exceeding 1.5x ENPH's 56.39%. Michael Burry suspects ballooning short-term obligations vs. competitor.
32.77%
Above 1.5x ENPH's 10.49%. Michael Burry sees a red flag for liquidity risk vs. competitor.
-27.87%
Less than half of ENPH's 40.61%. David Dodd sees more deleveraging 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.
3.51%
Less than half of ENPH's 32.42%. David Dodd notes more conservative expansions in non-current obligations.
-15.28%
Less than half of ENPH's 36.43%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
6.72%
Less than half of ENPH's 20.14%. David Dodd sees far fewer liability expansions relative to competitor.
1.02%
Higher Common Stock (Book Value) Growth compared to ENPH's zero value, indicating worse performance.
-3.33%
Below half ENPH's -16.44%. Michael Burry suspects major net losses or high dividends vs. competitor.
-910.49%
Higher AOCI Growth compared to ENPH's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-1.83%
Below half ENPH's -23.14%. Michael Burry sees potential underperformance in building shareholder capital.
2.52%
Below half ENPH's -7.85%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
396.08%
Higher Total Investments Growth compared to ENPH's zero value, indicating better performance.
1.76%
Less than half of ENPH's 24.31%. David Dodd sees less overall debt expansion vs. competitor.
107.60%
Above 1.5x ENPH's 33.69%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
