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.
-26.30%
Cash & equivalents declining -26.30% while SEDG's grows 42.64%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-86.63%
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.
-31.03%
Below half of SEDG's 20.51%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-48.16%
Receivables growth above 1.5x SEDG's -9.87%. Michael Burry would check for potential credit bubble or inflated top-line.
36.51%
Inventory growth below half of SEDG's -16.85%. David Dodd would check if that's due to efficiency or supply constraints.
-36.32%
Other current assets growth < half of SEDG's 1.62%. David Dodd sees a leaner approach to short-term items.
-5.03%
≥ 1.5x SEDG's -0.89%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
12.15%
Below half SEDG's -4.26%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
-0.25%
Less than half of SEDG's 5.59%. David Dodd might see less intangible risk, assuming stable revenue growth.
-10.40%
Above 1.5x SEDG's -4.92%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-1.95%
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.
-3.76%
Less than half of SEDG's 86.14%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
6.07%
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.
1.54%
Below half of SEDG's -1.38%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-0.89%
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.
17.19%
Less than half of SEDG's 198.69%. David Dodd sees fewer expansions in other current obligations.
-11.50%
Less than half of SEDG's 4.34%. David Dodd sees a more disciplined short-term liability approach.
-2.21%
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.
35.10%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to SEDG's zero value, indicating worse performance.
-6.08%
Above 1.5x SEDG's -1.02%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-2.46%
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.
-6.33%
Less than half of SEDG's 2.40%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
41.13%
Below half SEDG's -11.07%. Michael Burry suspects major net losses or high dividends vs. competitor.
23.17%
Similar yoy to SEDG's 22.43%. Walter Schloss sees parallel comprehensive income changes.
No Data
No Data available this quarter, please select a different quarter.
9.66%
Below half SEDG's -13.63%. Michael Burry sees potential underperformance in building shareholder capital.
1.54%
Below half SEDG's -1.38%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
23.80%
Below half SEDG's -22.80%. Michael Burry suspects major underinvestment or forced divestment.
-2.21%
1.25-1.5x SEDG's -1.66%. Martin Whitman is wary of bigger debt expansions vs. competitor.
15.45%
Less than half of SEDG's -51.50%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
