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.
-15.97%
Both companies show declining cash positions (-15.97% vs ENPH's -6.70%). 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.
-15.97%
Cash + STI yoy ≥ 1.5x ENPH's -6.70%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
3.82%
Receivables growth less than half of ENPH's 22.10%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-8.26%
Inventory growth below half of ENPH's 21.48%. David Dodd would check if that's due to efficiency or supply constraints.
3.20%
Other current assets growth < half of ENPH's -0.40%. David Dodd sees a leaner approach to short-term items.
-9.53%
Below half of ENPH's 12.19%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
1.95%
Below half ENPH's -3.95%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
No Data
No Data available this quarter, please select a different quarter.
-8.25%
50-75% of ENPH's -11.39%. Bruce Berkowitz notes moderate intangible additions. Check if growth is organically driven.
-8.25%
Above 1.5x ENPH's -1.75%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
58.86%
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.
7.89%
Less than half of ENPH's -2.06%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
4.10%
Below half of ENPH's -3.35%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-1.10%
Below half of ENPH's 8.19%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-4.10%
Less than half of ENPH's 124.44%. David Dodd sees a more disciplined AP approach or lower volume.
-16.37%
Less than half of ENPH's 77.31%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-9.42%
Higher Tax Payables Growth compared to ENPH's zero value, indicating worse performance.
7.57%
0.5-0.75x ENPH's 10.71%. Martin Whitman sees weaker advanced billings vs. competitor.
-4.23%
Less than half of ENPH's -10.97%. David Dodd sees fewer expansions in other current obligations.
-6.85%
Less than half of ENPH's 34.96%. David Dodd sees a more disciplined short-term liability approach.
3.70%
Less than half of ENPH's -10.46%. 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.
-30.72%
Less than half of ENPH's 1.80%. David Dodd notes more conservative expansions in non-current obligations.
8.28%
Less than half of ENPH's -3.24%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-0.60%
Less than half of ENPH's 11.33%. David Dodd sees far fewer liability expansions relative to competitor.
0.72%
Higher Common Stock (Book Value) Growth compared to ENPH's zero value, indicating worse performance.
-3.64%
≥ 1.5x ENPH's -2.40%. David Dodd sees higher yoy retained profits than competitor.
38.07%
Less than half of ENPH's -175.15%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-5.84%
Below half ENPH's -227.27%. Michael Burry sees potential underperformance in building shareholder capital.
-1.10%
Below half ENPH's 8.19%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
58.86%
Higher Total Investments Growth compared to ENPH's zero value, indicating better performance.
18.11%
Above 1.5x ENPH's 0.58%. Michael Burry sees a major jump. Investigate leverage rationale.
4.76%
Less than half of ENPH's 14.34%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
