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.
-41.84%
Both companies show declining cash positions (-41.84% vs ENPH's -54.25%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
No Data
No Data available this quarter, please select a different quarter.
-41.84%
Cash + STI yoy 0.75-0.9x ENPH's -54.25%. Bill Ackman would wonder if competitor is building liquidity more aggressively.
1.74%
Similar receivables growth to ENPH's 2.08%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
1.15%
Inventory growth below half of ENPH's 11.71%. David Dodd would check if that's due to efficiency or supply constraints.
37.86%
Other current assets growth < half of ENPH's -100.00%. David Dodd sees a leaner approach to short-term items.
-5.59%
0.75-0.9x ENPH's -7.30%. Bill Ackman would ask if competitor is building short-term resources more aggressively.
8.09%
≥ 1.5x ENPH's 2.63%. David Dodd sees more aggressive capex. Confirm it's not overspending.
-0.98%
Higher Goodwill Growth compared to ENPH's zero value, indicating worse performance.
-13.50%
Above 1.5x ENPH's -8.29%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-7.41%
Above 1.5x ENPH's -3.08%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
0.16%
Higher Long-Term Investments Growth compared to ENPH's zero value, indicating better performance.
No Data
No Data available this quarter, please select a different quarter.
3.34%
Less than half of ENPH's 21.38%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
5.06%
1.25-1.5x ENPH's 4.28%. Bruce Berkowitz checks if expansions surpass competitor's pace but remain justified.
No Data
No Data available this quarter, please select a different quarter.
-0.46%
Below half of ENPH's -4.23%. Michael Burry sees a potential red flag for stagnation or capital shortage.
3.02%
Less than half of ENPH's -4.99%. David Dodd sees a more disciplined AP approach or lower volume.
201.07%
Above 1.5x ENPH's 17.65%. Michael Burry sees a major discrepancy in short-term leverage. Check coverage and liquidity carefully.
-31.38%
Higher Tax Payables Growth compared to ENPH's zero value, indicating worse performance.
16.31%
Below half of ENPH's 42.40%. Michael Burry suspects a big gap in pre-sales traction.
-22.23%
Exceeding 1.5x ENPH's -5.95%. Michael Burry suspects ballooning short-term obligations vs. competitor.
5.60%
50-75% of ENPH's 9.74%. Bruce Berkowitz notes the firm keeps current liabilities growth relatively low.
1.24%
Higher Long-Term Debt Growth compared to ENPH's zero value, indicating worse performance.
-2.50%
Below half ENPH's 10.38%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
2.61%
Less than half of ENPH's -3.16%. David Dodd notes more conservative expansions in non-current obligations.
0.89%
Less than half of ENPH's 3.48%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-0.06%
Less than half of ENPH's 7.16%. David Dodd sees far fewer liability expansions relative to competitor.
0.73%
Higher Common Stock (Book Value) Growth compared to ENPH's zero value, indicating worse performance.
-11.42%
1.25-1.5x ENPH's -10.27%. Bruce Berkowitz notes stronger reinvestment strategy.
-57.04%
50-75% of ENPH's -92.38%. Bruce Berkowitz notes relatively lower AOCI expansions.
No Data
No Data available this quarter, please select a different quarter.
-6.35%
Below half ENPH's -38.33%. Michael Burry sees potential underperformance in building shareholder capital.
-0.46%
Below half ENPH's -4.23%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
0.16%
Higher Total Investments Growth compared to ENPH's zero value, indicating better performance.
3.89%
Less than half of ENPH's 17.65%. David Dodd sees less overall debt expansion vs. competitor.
57.22%
Less than half of ENPH's 160.98%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
