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.
-34.09%
Both companies show declining cash positions (-34.09% vs ENPH's -11.87%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
14.58%
Higher Short-Term Investments Growth compared to ENPH's zero value, indicating better performance.
-4.68%
Below half of ENPH's -11.87%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-16.40%
Receivables growth less than half of ENPH's 19.09%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
2.23%
Inventory growth below half of ENPH's 8.26%. David Dodd would check if that's due to efficiency or supply constraints.
20.25%
Above 1.5x ENPH's 9.29%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-3.66%
0.5-0.75x ENPH's -7.00%. Martin Whitman might see risk if this hampers near-term financial flexibility.
-13.97%
Below half ENPH's 12.18%. 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.
-100.00%
Above 1.5x ENPH's -5.23%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-100.00%
Above 1.5x ENPH's -2.04%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
13.36%
1.25-1.5x ENPH's 11.07%. Bruce Berkowitz notes a stronger commitment to long-horizon returns.
No Data
No Data available this quarter, please select a different quarter.
-24.32%
Less than half of ENPH's 61.52%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-1.59%
Below half of ENPH's 7.92%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-3.02%
0.5-0.75x ENPH's -4.26%. Martin Whitman worries about slower asset growth than competitor. Is it strategy or constraint?
1.33%
Above 1.5x ENPH's 0.76%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
-49.01%
Less than half of ENPH's 0.91%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-87.96%
Higher Tax Payables Growth compared to ENPH's zero value, indicating worse performance.
8.35%
0.5-0.75x ENPH's 12.15%. Martin Whitman sees weaker advanced billings vs. competitor.
-5.94%
Less than half of ENPH's 11.64%. David Dodd sees fewer expansions in other current obligations.
-18.47%
Less than half of ENPH's 3.52%. David Dodd sees a more disciplined short-term liability approach.
1.44%
1.1-1.25x ENPH's 1.21%. Bill Ackman questions if the firm is incurring more long-term obligations.
-56.79%
Below half ENPH's 15.85%. Michael Burry suspects a serious gap in multi-year pipeline.
15.08%
1.25-1.5x ENPH's 11.62%. Martin Whitman is wary of heavier DTL expansions.
22.22%
1.25-1.5x ENPH's 16.02%. Martin Whitman is wary of heavier unknown future burdens.
-5.30%
Less than half of ENPH's 3.83%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-10.64%
Less than half of ENPH's 3.76%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
3.53%
Below half ENPH's -824.35%. Michael Burry suspects major net losses or high dividends vs. competitor.
5.53%
Less than half of ENPH's 200.63%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
23.24%
Below half ENPH's -20.26%. Michael Burry sees potential underperformance in building shareholder capital.
-3.02%
0.5-0.75x ENPH's -4.26%. Martin Whitman sees underexpansion or possible missed opportunities.
14.04%
1.25-1.5x ENPH's 11.07%. Bruce Berkowitz checks if robust new investments are prudent.
-16.43%
Less than half of ENPH's 1.17%. David Dodd sees less overall debt expansion vs. competitor.
-9.04%
Less than half of ENPH's 39.11%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
