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.
-29.95%
Cash & equivalents declining -29.95% while SEDG's grows 42.64%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
80.05%
Short-term investments yoy growth below half of SEDG's -14.99%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-16.12%
Below half of SEDG's 20.51%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
8.42%
Receivables growth less than half of SEDG's -9.87%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
40.59%
Inventory growth below half of SEDG's -16.85%. David Dodd would check if that's due to efficiency or supply constraints.
79.38%
Above 1.5x SEDG's 1.62%. Michael Burry might investigate for potential short-term asset misclassification or risk.
1.34%
Below half of SEDG's -0.89%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
8.56%
Below half SEDG's -4.26%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
2.69%
Less than half of SEDG's 5.59%. David Dodd might see less intangible risk, assuming stable revenue growth.
-12.28%
Above 1.5x SEDG's -4.92%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-0.96%
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.
49.61%
50-75% of SEDG's 86.14%. Bruce Berkowitz notes relatively lower 'other assets' expansions.
14.28%
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.
7.61%
Below half of SEDG's -1.38%. Michael Burry sees a potential red flag for stagnation or capital shortage.
56.05%
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
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
5.81%
Less than half of SEDG's 198.69%. David Dodd sees fewer expansions in other current obligations.
272.79%
Above 1.5x SEDG's 4.34%. Michael Burry sees a red flag for liquidity risk vs. competitor.
-100.00%
Less than half of SEDG's 0.12%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-40.22%
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.
-83.90%
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.
13.59%
Above 1.5x SEDG's 2.40%. Michael Burry sees a potential leverage warning sign.
1.19%
Higher Common Stock (Book Value) Growth compared to SEDG's zero value, indicating worse performance.
17.61%
Below half SEDG's -11.07%. Michael Burry suspects major net losses or high dividends vs. competitor.
-100.00%
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.
2.67%
Below half SEDG's -13.63%. Michael Burry sees potential underperformance in building shareholder capital.
7.61%
Below half SEDG's -1.38%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
80.05%
Below half SEDG's -22.80%. Michael Burry suspects major underinvestment or forced divestment.
No Data
No Data available this quarter, please select a different quarter.
684.30%
Less than half of SEDG's -51.50%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
