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.
-54.08%
Cash & equivalents declining -54.08% while SEDG's grows 42.64%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-86.57%
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.
-57.11%
Below half of SEDG's 20.51%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
59.84%
Receivables growth less than half of SEDG's -9.87%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
15.80%
Inventory growth below half of SEDG's -16.85%. David Dodd would check if that's due to efficiency or supply constraints.
388.33%
Above 1.5x SEDG's 1.62%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-9.14%
≥ 1.5x SEDG's -0.89%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
7.31%
Below half SEDG's -4.26%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
31.76%
Above 1.5x SEDG's 5.59%. Michael Burry warns of potential big write-downs if synergy fails.
351.86%
Less than half of SEDG's -4.92%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
69.76%
Above 1.5x SEDG's 3.97%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
-0.63%
Below half of SEDG's -58.13%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
100.00%
Higher Tax Assets Growth compared to SEDG's zero value, indicating worse performance.
11.31%
Less than half of SEDG's 86.14%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
11.18%
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.
-1.87%
1.25-1.5x SEDG's -1.38%. Bruce Berkowitz sees a stronger asset build. Check if it's producing returns.
9.25%
Less than half of SEDG's 31.96%. David Dodd sees a more disciplined AP approach or lower volume.
-98.90%
Less than half of SEDG's 0.12%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-80.37%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
-8.61%
Below half of SEDG's -51.40%. Michael Burry suspects a big gap in pre-sales traction.
0.77%
Less than half of SEDG's 198.69%. David Dodd sees fewer expansions in other current obligations.
-16.77%
Less than half of SEDG's 4.34%. David Dodd sees a more disciplined short-term liability approach.
-11.18%
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.
No Data
No Data available this quarter, please select a different quarter.
7.46%
Less than half of SEDG's -1.02%. David Dodd notes more conservative expansions in non-current obligations.
-2.90%
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.
-9.68%
Less than half of SEDG's 2.40%. David Dodd sees far fewer liability expansions relative to competitor.
18.00%
Higher Common Stock (Book Value) Growth compared to SEDG's zero value, indicating worse performance.
-13.55%
1.25-1.5x SEDG's -11.07%. Bruce Berkowitz notes stronger reinvestment strategy.
No Data
No Data available this quarter, please select a different quarter.
-100.00%
Higher Other Stockholders' Equity Items Growth compared to SEDG's zero value, indicating worse performance.
-2.15%
Below half SEDG's -13.63%. Michael Burry sees potential underperformance in building shareholder capital.
-1.87%
1.25-1.5x SEDG's -1.38%. Bruce Berkowitz checks if expansions are well-justified by ROI.
-0.63%
Below half SEDG's -22.80%. Michael Burry suspects major underinvestment or forced divestment.
-28.87%
Above 1.5x SEDG's -1.66%. Michael Burry sees a major jump. Investigate leverage rationale.
23.43%
Less than half of SEDG's -51.50%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
