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.
-40.03%
Both companies show declining cash positions (-40.03% vs ENPH's -26.50%). 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.
-40.03%
Cash + STI yoy ≥ 1.5x ENPH's -26.50%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-10.00%
Receivables growth less than half of ENPH's 3.52%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
8.52%
Inventory growth below half of ENPH's -20.26%. David Dodd would check if that's due to efficiency or supply constraints.
485.53%
Above 1.5x ENPH's 8.67%. Michael Burry might investigate for potential short-term asset misclassification or risk.
38.78%
Below half of ENPH's -12.08%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-44.22%
Below half ENPH's 34.02%. 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.
-13.70%
Above 1.5x ENPH's -3.35%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-13.70%
Above 1.5x ENPH's -1.97%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
39.60%
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.
-33.60%
Less than half of ENPH's 0.59%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-36.07%
Below half of ENPH's 5.25%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-1.91%
Below half of ENPH's -6.08%. Michael Burry sees a potential red flag for stagnation or capital shortage.
6.66%
Similar yoy growth to ENPH's 7.57%. Walter Schloss sees parallel payables strategy. Check top-line correlation.
25.62%
Less than half of ENPH's -89.40%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-3.59%
Higher Tax Payables Growth compared to ENPH's zero value, indicating worse performance.
-100.00%
≥ 1.5x ENPH's -0.61%. David Dodd sees stronger subscription/prepayment demand.
724.61%
Less than half of ENPH's -69.36%. David Dodd sees fewer expansions in other current obligations.
84.37%
Less than half of ENPH's -12.51%. David Dodd sees a more disciplined short-term liability approach.
3.67%
Less than half of ENPH's -19.87%. David Dodd sees more deleveraging vs. competitor.
-100.00%
Below half ENPH's 1.93%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
54.76%
Above 1.5x ENPH's 23.14%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-31.61%
Above 1.5x ENPH's -4.66%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
No Data available this quarter, please select a different quarter.
1.07%
Less than half of ENPH's -8.14%. David Dodd sees far fewer liability expansions relative to competitor.
0.71%
Higher Common Stock (Book Value) Growth compared to ENPH's zero value, indicating worse performance.
-3.25%
Below half ENPH's 0.79%. Michael Burry suspects major net losses or high dividends vs. competitor.
2.39%
Less than half of ENPH's -10.65%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-37.24%
Below half ENPH's 81.64%. Michael Burry sees potential underperformance in building shareholder capital.
-1.91%
Below half ENPH's -6.08%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
39.60%
Higher Total Investments Growth compared to ENPH's zero value, indicating better performance.
7.93%
Less than half of ENPH's -37.70%. David Dodd sees less overall debt expansion vs. competitor.
-33.10%
Less than half of ENPH's -373.43%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
