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.
52.39%
Cash & equivalents yoy growth 1.25-1.5x SEDG's 42.64%. Bruce Berkowitz would examine if higher cash accumulation is strategic or just idle.
No Data
No Data available this quarter, please select a different quarter.
56.04%
Cash + STI yoy ≥ 1.5x SEDG's 20.51%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-0.64%
Receivables growth less than half of SEDG's -9.87%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
3.06%
Inventory growth below half of SEDG's -16.85%. David Dodd would check if that's due to efficiency or supply constraints.
-80.83%
Other current assets growth < half of SEDG's 1.62%. David Dodd sees a leaner approach to short-term items.
7.85%
Below half of SEDG's -0.89%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-1.29%
Below half SEDG's -4.26%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
-89.61%
Less than half of SEDG's 5.59%. David Dodd might see less intangible risk, assuming stable revenue growth.
-88.83%
Above 1.5x SEDG's -4.92%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-89.51%
Less than half of SEDG's 3.97%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-95.03%
≥ 1.5x SEDG's -58.13%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
No Data
No Data available this quarter, please select a different quarter.
44.62%
50-75% of SEDG's 86.14%. Bruce Berkowitz notes relatively lower 'other assets' expansions.
-17.98%
≥ 1.5x SEDG's -3.17%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
No Data available this quarter, please select a different quarter.
-5.28%
≥ 1.5x SEDG's -1.38%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
3.61%
Less than half of SEDG's 31.96%. David Dodd sees a more disciplined AP approach or lower volume.
-35.23%
Less than half of SEDG's 0.12%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-39.63%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
77.77%
Below half of SEDG's -51.40%. Michael Burry suspects a big gap in pre-sales traction.
180.20%
Similar yoy changes to SEDG's 198.69%. Walter Schloss finds parallel near-term liability trends.
22.04%
Above 1.5x SEDG's 4.34%. Michael Burry sees a red flag for liquidity risk vs. competitor.
48.60%
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.
-100.00%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to SEDG's zero value, indicating worse performance.
-10.97%
Above 1.5x SEDG's -1.02%. Michael Burry suspects a looming risk from large additions to LT liabilities.
22.20%
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.
7.78%
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.
-429.54%
≥ 1.5x SEDG's -11.07%. David Dodd sees higher yoy retained profits than competitor.
129.09%
Above 1.5x SEDG's 22.43%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
No Data available this quarter, please select a different quarter.
-21.36%
≥ 1.5x SEDG's -13.63%. David Dodd sees stronger capital base growth than competitor.
-5.28%
≥ 1.5x SEDG's -1.38%. David Dodd sees faster overall balance sheet growth than competitor.
-95.03%
≥ 1.5x SEDG's -22.80%. David Dodd sees far stronger investment expansions than competitor.
18.12%
Less than half of SEDG's -1.66%. David Dodd sees less overall debt expansion vs. competitor.
3.43%
Less than half of SEDG's -51.50%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
