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.
-21.15%
Cash & equivalents declining -21.15% while SEDG's grows 42.64%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-55.93%
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.
-25.74%
Below half of SEDG's 20.51%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
14.87%
Receivables growth less than half of SEDG's -9.87%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
31.97%
Inventory growth below half of SEDG's -16.85%. David Dodd would check if that's due to efficiency or supply constraints.
-38.77%
Other current assets growth < half of SEDG's 1.62%. David Dodd sees a leaner approach to short-term items.
-7.76%
≥ 1.5x SEDG's -0.89%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
14.32%
Below half SEDG's -4.26%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
0.17%
Less than half of SEDG's 5.59%. David Dodd might see less intangible risk, assuming stable revenue growth.
-10.78%
Above 1.5x SEDG's -4.92%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-1.84%
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.
64.06%
50-75% of SEDG's 86.14%. Bruce Berkowitz notes relatively lower 'other assets' expansions.
21.87%
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.
7.73%
Below half of SEDG's -1.38%. Michael Burry sees a potential red flag for stagnation or capital shortage.
3.65%
Less than half of SEDG's 31.96%. David Dodd sees a more disciplined AP approach or lower volume.
-100.00%
Less than half of SEDG's 0.12%. David Dodd sees much smaller short-term leverage burden 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.
-4.54%
Less than half of SEDG's 198.69%. David Dodd sees fewer expansions in other current obligations.
-21.97%
Less than half of SEDG's 4.34%. David Dodd sees a more disciplined short-term liability approach.
112.54%
Above 1.5x SEDG's 0.12%. Michael Burry suspects significant leverage additions. Check coverage.
No Data
No Data available this quarter, please select a different quarter.
-12.60%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to SEDG's zero value, indicating worse performance.
-0.24%
Less than half of SEDG's -1.02%. David Dodd notes more conservative expansions in non-current obligations.
71.55%
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.
13.41%
Above 1.5x SEDG's 2.40%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
29.23%
Below half SEDG's -11.07%. Michael Burry suspects major net losses or high dividends vs. competitor.
-680.62%
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.
2.44%
Below half SEDG's -13.63%. Michael Burry sees potential underperformance in building shareholder capital.
7.73%
Below half SEDG's -1.38%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-55.93%
≥ 1.5x SEDG's -22.80%. David Dodd sees far stronger investment expansions than competitor.
12.52%
Less than half of SEDG's -1.66%. David Dodd sees less overall debt expansion vs. competitor.
63.84%
Less than half of SEDG's -51.50%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
