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.
75.65%
Cash & equivalents yoy growth at least 1.5x SEDG's 42.64%. Mohnish Pabrai might see this as a favorable liquidity edge, provided funds are well deployed.
655.23%
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.
89.20%
Cash + STI yoy ≥ 1.5x SEDG's 20.51%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-27.31%
Receivables growth above 1.5x SEDG's -9.87%. Michael Burry would check for potential credit bubble or inflated top-line.
4.77%
Inventory growth below half of SEDG's -16.85%. David Dodd would check if that's due to efficiency or supply constraints.
105.17%
Above 1.5x SEDG's 1.62%. Michael Burry might investigate for potential short-term asset misclassification or risk.
19.12%
Below half of SEDG's -0.89%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
3.83%
Below half SEDG's -4.26%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
No Data
No Data available this quarter, please select a different quarter.
-17.93%
Above 1.5x SEDG's -4.92%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-2.53%
Less than half of SEDG's 3.97%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
2.04%
Below half of SEDG's -58.13%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
No Data available this quarter, please select a different quarter.
-31.51%
Less than half of SEDG's 86.14%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-15.52%
≥ 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.
3.87%
Below half of SEDG's -1.38%. Michael Burry sees a potential red flag for stagnation or capital shortage.
3.07%
Less than half of SEDG's 31.96%. David Dodd sees a more disciplined AP approach or lower volume.
3.07%
Above 1.5x SEDG's 0.12%. Michael Burry sees a major discrepancy in short-term leverage. Check coverage and liquidity carefully.
466.33%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
-5.21%
Below half of SEDG's -51.40%. Michael Burry suspects a big gap in pre-sales traction.
-47.19%
Less than half of SEDG's 198.69%. David Dodd sees fewer expansions in other current obligations.
-10.31%
Less than half of SEDG's 4.34%. David Dodd sees a more disciplined short-term liability approach.
0.46%
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.
No Data
No Data available this quarter, please select a different quarter.
19.02%
Less than half of SEDG's -1.02%. David Dodd notes more conservative expansions in non-current obligations.
5.40%
Above 1.5x SEDG's 0.41%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
100.00%
Higher Other Liabilities Growth compared to SEDG's zero value, indicating worse performance.
10.00%
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.
-20.34%
≥ 1.5x SEDG's -11.07%. David Dodd sees higher yoy retained profits than competitor.
-100.00%
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.
8.63%
Below half SEDG's -13.63%. Michael Burry sees potential underperformance in building shareholder capital.
3.87%
Below half SEDG's -1.38%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
2.04%
Below half SEDG's -22.80%. Michael Burry suspects major underinvestment or forced divestment.
0.76%
Less than half of SEDG's -1.66%. David Dodd sees less overall debt expansion vs. competitor.
-46.54%
Similar yoy changes to SEDG's -51.50%. Walter Schloss sees parallel net leverage strategies.
