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.
-4.91%
Cash & equivalents declining -4.91% while ENPH's grows 40.19%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-4.51%
Short-term investments yoy growth below half of ENPH's 5.55%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-4.81%
Below half of ENPH's 13.80%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
5.03%
Receivables growth less than half of ENPH's 19.92%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
38.80%
Inventory growth above 1.5x ENPH's 2.22%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
8.06%
Other current assets growth < half of ENPH's 110.31%. David Dodd sees a leaner approach to short-term items.
6.57%
Below half of ENPH's 14.20%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
5.22%
Below half ENPH's 20.76%. 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.
-0.49%
Less than half of ENPH's 9.48%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-0.08%
Less than half of ENPH's 9.31%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
6.09%
Below half of ENPH's 22.24%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-13.32%
Less than half of ENPH's 14.86%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-14.17%
Less than half of ENPH's 1.26%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-2.97%
Below half of ENPH's 14.66%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
3.64%
Below half of ENPH's 14.32%. Michael Burry sees a potential red flag for stagnation or capital shortage.
24.77%
50-75% of ENPH's 34.76%. Bruce Berkowitz notes the company is paying suppliers faster or not stretching terms as competitor does.
18.83%
Above 1.5x ENPH's 1.38%. Michael Burry sees a major discrepancy in short-term leverage. Check coverage and liquidity carefully.
-4.04%
Below half of ENPH's 12.56%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
3.75%
Below half of ENPH's 13.99%. Michael Burry suspects a big gap in pre-sales traction.
176.91%
Exceeding 1.5x ENPH's 16.51%. Michael Burry suspects ballooning short-term obligations vs. competitor.
15.38%
Similar yoy to ENPH's 15.99%. Walter Schloss sees parallel short-term liability strategies.
-99.58%
Less than half of ENPH's 0.07%. David Dodd sees more deleveraging vs. competitor.
-100.00%
Below half ENPH's 17.35%. Michael Burry suspects a serious gap in multi-year pipeline.
-100.00%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to ENPH's zero value, indicating worse performance.
61.51%
Above 1.5x ENPH's 40.89%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-35.98%
Less than half of ENPH's 5.39%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
4.65%
50-75% of ENPH's 8.19%. Bruce Berkowitz notes a lower yoy liability increase.
No Data
No Data available this quarter, please select a different quarter.
0.37%
Below half ENPH's 112.71%. Michael Burry suspects major net losses or high dividends vs. competitor.
4.24%
Less than half of ENPH's 29.98%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
3.09%
Below half ENPH's 35.33%. Michael Burry sees potential underperformance in building shareholder capital.
3.64%
Below half ENPH's 14.32%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-1.79%
Below half ENPH's 5.55%. Michael Burry suspects major underinvestment or forced divestment.
1.70%
Less than half of ENPH's -0.16%. David Dodd sees less overall debt expansion vs. competitor.
18.82%
Less than half of ENPH's -14.43%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
