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.
-18.95%
Cash & equivalents declining -18.95% while SEDG's grows 42.64%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-96.67%
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.
-18.95%
Below half of SEDG's 20.51%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
25.27%
Receivables growth less than half of SEDG's -9.87%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
24.66%
Inventory growth below half of SEDG's -16.85%. David Dodd would check if that's due to efficiency or supply constraints.
416.78%
Above 1.5x SEDG's 1.62%. Michael Burry might investigate for potential short-term asset misclassification or risk.
17.64%
Below half of SEDG's -0.89%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
3.25%
Below half SEDG's -4.26%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
66.96%
Above 1.5x SEDG's 5.59%. Michael Burry warns of potential big write-downs if synergy fails.
-14.61%
Above 1.5x SEDG's -4.92%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
57.83%
Above 1.5x SEDG's 3.97%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
10.67%
Below half of SEDG's -58.13%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
18232.75%
Higher Tax Assets Growth compared to SEDG's zero value, indicating worse performance.
46.65%
50-75% of SEDG's 86.14%. Bruce Berkowitz notes relatively lower 'other assets' expansions.
26.22%
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.
22.14%
Below half of SEDG's -1.38%. Michael Burry sees a potential red flag for stagnation or capital shortage.
9.52%
Less than half of SEDG's 31.96%. David Dodd sees a more disciplined AP approach or lower volume.
29.22%
Above 1.5x SEDG's 0.12%. Michael Burry sees a major discrepancy in short-term leverage. Check coverage and liquidity carefully.
-33.00%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
-100.00%
≥ 1.5x SEDG's -51.40%. David Dodd sees stronger subscription/prepayment demand.
-31.91%
Less than half of SEDG's 198.69%. David Dodd sees fewer expansions in other current obligations.
16.11%
Above 1.5x SEDG's 4.34%. Michael Burry sees a red flag for liquidity risk vs. competitor.
47.21%
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.
-16.47%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to SEDG's zero value, indicating worse performance.
120.06%
Less than half of SEDG's -1.02%. David Dodd notes more conservative expansions in non-current obligations.
59.86%
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.
41.63%
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.
11.00%
Below half SEDG's -11.07%. Michael Burry suspects major net losses or high dividends vs. competitor.
118.49%
Above 1.5x SEDG's 22.43%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
-100.00%
Higher Other Stockholders' Equity Items Growth compared to SEDG's zero value, indicating worse performance.
3.36%
Below half SEDG's -13.63%. Michael Burry sees potential underperformance in building shareholder capital.
22.14%
Below half SEDG's -1.38%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
10.63%
Below half SEDG's -22.80%. Michael Burry suspects major underinvestment or forced divestment.
43.80%
Less than half of SEDG's -1.66%. David Dodd sees less overall debt expansion vs. competitor.
271.59%
Less than half of SEDG's -51.50%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
