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.
26.49%
Cash & equivalents yoy growth 0.5-0.75x SEDG's 42.64%. Martin Whitman would worry if slower accumulation signals weaker operations or bigger outflows.
-100.00%
Short-term investments yoy growth ≥ 1.5x SEDG's -14.99%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
15.03%
Cash + STI yoy 0.5-0.75x SEDG's 20.51%. Martin Whitman would worry about lagging short-term reserves. Confirm debt coverage.
102.42%
Receivables growth less than half of SEDG's -9.87%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
221.47%
Inventory growth below half of SEDG's -16.85%. David Dodd would check if that's due to efficiency or supply constraints.
137.18%
Above 1.5x SEDG's 1.62%. Michael Burry might investigate for potential short-term asset misclassification or risk.
60.70%
Below half of SEDG's -0.89%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
25.49%
Below half SEDG's -4.26%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
6075.69%
Above 1.5x SEDG's 5.59%. Michael Burry warns of potential big write-downs if synergy fails.
516.68%
Less than half of SEDG's -4.92%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
1463.21%
Above 1.5x SEDG's 3.97%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
No Data
No Data available this quarter, please select a different quarter.
No Data
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36.26%
Less than half of SEDG's 86.14%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
112.52%
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.
86.59%
Below half of SEDG's -1.38%. Michael Burry sees a potential red flag for stagnation or capital shortage.
363.48%
Above 1.5x SEDG's 31.96%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
No Data
No Data available this quarter, please select a different quarter.
No Data
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No Data
No Data available this quarter, please select a different quarter.
-17.12%
Less than half of SEDG's 198.69%. David Dodd sees fewer expansions in other current obligations.
217.10%
Above 1.5x SEDG's 4.34%. Michael Burry sees a red flag for liquidity risk vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
41504.35%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to SEDG's zero value, indicating worse performance.
7.68%
Less than half of SEDG's -1.02%. David Dodd notes more conservative expansions in non-current obligations.
797.67%
Above 1.5x SEDG's 0.41%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
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399.93%
Above 1.5x SEDG's 2.40%. Michael Burry sees a potential leverage warning sign.
5.71%
Higher Common Stock (Book Value) Growth compared to SEDG's zero value, indicating worse performance.
3.87%
Below half SEDG's -11.07%. Michael Burry suspects major net losses or high dividends vs. competitor.
37.65%
Above 1.5x SEDG's 22.43%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
No Data available this quarter, please select a different quarter.
30.14%
Below half SEDG's -13.63%. Michael Burry sees potential underperformance in building shareholder capital.
86.59%
Below half SEDG's -1.38%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-100.00%
≥ 1.5x SEDG's -22.80%. David Dodd sees far stronger investment expansions than competitor.
No Data
No Data available this quarter, please select a different quarter.
94.29%
Less than half of SEDG's -51.50%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
