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.
35.39%
Cash & equivalents yoy growth 0.75-0.9x SEDG's 42.64%. Bill Ackman might demand clarity on why growth lags the competitor's liquidity build.
4.70%
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.
30.35%
Cash + STI yoy 1.25-1.5x SEDG's 20.51%. Bruce Berkowitz would check if the firm is preparing for expansions or simply hoarding.
-26.74%
Receivables growth above 1.5x SEDG's -9.87%. Michael Burry would check for potential credit bubble or inflated top-line.
-4.88%
Inventory growth below half of SEDG's -16.85%. David Dodd would check if that's due to efficiency or supply constraints.
-8.95%
Other current assets growth < half of SEDG's 1.62%. David Dodd sees a leaner approach to short-term items.
0.83%
Below half of SEDG's -0.89%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
18.58%
Below half SEDG's -4.26%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.23%
Less than half of SEDG's 5.59%. David Dodd might see less intangible risk, assuming stable revenue growth.
-2.98%
50-75% of SEDG's -4.92%. Bruce Berkowitz notes moderate intangible additions. Check if growth is organically driven.
-0.38%
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
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3.83%
Less than half of SEDG's 86.14%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
10.00%
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.
5.42%
Below half of SEDG's -1.38%. Michael Burry sees a potential red flag for stagnation or capital shortage.
17.24%
50-75% of SEDG's 31.96%. Bruce Berkowitz notes the company is paying suppliers faster or not stretching terms as competitor does.
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.
29.99%
Less than half of SEDG's 198.69%. David Dodd sees fewer expansions in other current obligations.
6.34%
1.25-1.5x SEDG's 4.34%. Martin Whitman is wary of bigger short-term burdens.
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.
43.68%
Less than half of SEDG's -1.02%. David Dodd notes more conservative expansions in non-current obligations.
11.31%
Above 1.5x SEDG's 0.41%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
No Data available this quarter, please select a different quarter.
8.17%
Above 1.5x SEDG's 2.40%. Michael Burry sees a potential leverage warning sign.
1.18%
Higher Common Stock (Book Value) Growth compared to SEDG's zero value, indicating worse performance.
115.25%
Below half SEDG's -11.07%. Michael Burry suspects major net losses or high dividends vs. competitor.
-78.67%
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.
2.98%
Below half SEDG's -13.63%. Michael Burry sees potential underperformance in building shareholder capital.
5.42%
Below half SEDG's -1.38%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
4.70%
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.
-28.49%
50-75% of SEDG's -51.50%. Bruce Berkowitz notes comparatively lower net debt expansion.
