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.
-34.74%
Cash & equivalents declining -34.74% while SEDG's grows 42.64%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-17.09%
Short-term investments yoy growth 1.25-1.5x SEDG's -14.99%. Bruce Berkowitz might examine if there's a temporary reason for higher holdings.
-33.45%
Below half of SEDG's 20.51%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-9.44%
Similar receivables growth to SEDG's -9.87%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
-12.62%
Inventory growth 50-75% of SEDG's -16.85%. Bruce Berkowitz sees relatively tighter stock. Confirm sales aren't sacrificed.
268.83%
Above 1.5x SEDG's 1.62%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-21.84%
≥ 1.5x SEDG's -0.89%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
23.84%
Below half SEDG's -4.26%. 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.
-7.65%
Above 1.5x SEDG's -4.92%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-6.43%
Less than half of SEDG's 3.97%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
407.22%
Above 1.5x SEDG's 86.14%. Michael Burry warns of potential hidden liabilities or intangible bloat.
47.71%
Below half of SEDG's -3.17%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
2.21%
Below half of SEDG's -1.38%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-15.76%
Less than half of SEDG's 31.96%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
5.68%
Less than half of SEDG's 198.69%. David Dodd sees fewer expansions in other current obligations.
4.47%
Similar yoy to SEDG's 4.34%. Walter Schloss sees parallel short-term liability strategies.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-95.96%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to SEDG's zero value, indicating worse performance.
-4.04%
Above 1.5x SEDG's -1.02%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-7.54%
Less than half of SEDG's 0.41%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
0.37%
Less than half of SEDG's 2.40%. David Dodd sees far fewer liability expansions relative to competitor.
1.45%
Higher Common Stock (Book Value) Growth compared to SEDG's zero value, indicating worse performance.
26.10%
Below half SEDG's -11.07%. Michael Burry suspects major net losses or high dividends vs. competitor.
-343.25%
Less than half of SEDG's 22.43%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
2.55%
Below half SEDG's -13.63%. Michael Burry sees potential underperformance in building shareholder capital.
2.21%
Below half SEDG's -1.38%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-17.09%
0.5-0.75x SEDG's -22.80%. Martin Whitman sees possible missed opportunities vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
34.74%
Less than half of SEDG's -51.50%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
