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.
-9.13%
Cash & equivalents declining -9.13% while ENPH's grows 4.09%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
No Data
No Data available this quarter, please select a different quarter.
-9.13%
Cash + STI yoy ≥ 1.5x ENPH's -0.92%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-8.69%
Receivables growth less than half of ENPH's 7.68%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-23.48%
Inventory growth below half of ENPH's 4.82%. David Dodd would check if that's due to efficiency or supply constraints.
5.68%
Other current assets growth 50-75% of ENPH's 8.75%. Bruce Berkowitz notes fewer expansions. Possibly simpler working capital.
-11.38%
Below half of ENPH's 1.48%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
3.95%
Below half ENPH's 11.20%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
-0.27%
Goodwill growth 50-75% of ENPH's -0.51%. Bruce Berkowitz notes fewer acquisitions or intangible expansions vs. competitor.
-4.12%
50-75% of ENPH's -7.93%. Bruce Berkowitz notes moderate intangible additions. Check if growth is organically driven.
-0.81%
Less than half of ENPH's -2.63%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
6.43%
0.5-0.75x ENPH's 10.86%. Martin Whitman warns that the firm may be missing strategic opportunities.
-100.00%
Less than half of ENPH's 7.91%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-10.33%
Less than half of ENPH's 0.77%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-1.41%
Below half of ENPH's 5.55%. Michael Burry might suspect stagnation or lack of resources for expansions.
-100.00%
Higher Other Assets Growth compared to ENPH's zero value, indicating worse performance.
-8.03%
Below half of ENPH's 2.54%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-18.54%
Less than half of ENPH's 13.96%. David Dodd sees a more disciplined AP approach or lower volume.
624.55%
Above 1.5x ENPH's 1.37%. Michael Burry sees a major discrepancy in short-term leverage. Check coverage and liquidity carefully.
34.09%
Below half of ENPH's -0.50%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
3.46%
0.75-0.9x ENPH's 4.45%. Bill Ackman wonders if competitor is securing more prepayments.
0.09%
Less than half of ENPH's 0.63%. David Dodd sees fewer expansions in other current obligations.
35.78%
Above 1.5x ENPH's 4.14%. Michael Burry sees a red flag for liquidity risk vs. competitor.
-99.92%
Above 1.5x ENPH's -0.35%. Michael Burry suspects significant leverage additions. Check coverage.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
3.66%
Similar yoy changes to ENPH's 4.71%. Walter Schloss sees parallel expansions in other LT liabilities.
-65.57%
Less than half of ENPH's 0.87%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-6.60%
Less than half of ENPH's 1.84%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-2.75%
Below half ENPH's -33.86%. Michael Burry suspects major net losses or high dividends vs. competitor.
-0.15%
Less than half of ENPH's -42.47%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-11.36%
Below half ENPH's 4.33%. Michael Burry sees potential underperformance in building shareholder capital.
-8.03%
Below half ENPH's 2.54%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
6.43%
Below half ENPH's -1.84%. Michael Burry suspects major underinvestment or forced divestment.
-9.91%
Less than half of ENPH's 0.19%. David Dodd sees less overall debt expansion vs. competitor.
-10.22%
Above 1.5x ENPH's -0.87%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
1.52 - 1.58
1.19 - 3.37
354.5K / 984.1K (Avg.)
-1.64 | -0.94
