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.
21.22%
Cash & equivalents yoy growth below half of SEDG's 42.64%. Michael Burry would question if the firm faces a liquidity squeeze. Check for rising debts or negative cash flow.
3.26%
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.
20.70%
Similar yoy growth to SEDG's 20.51%. Walter Schloss would note comparable liquidity expansions. Examine capital usage strategies.
-45.25%
Receivables growth above 1.5x SEDG's -9.87%. Michael Burry would check for potential credit bubble or inflated top-line.
-12.78%
Similar inventory growth to SEDG's -16.85%. Walter Schloss notes comparable inventory strategies or sector norms.
-75.24%
Other current assets growth < half of SEDG's 1.62%. David Dodd sees a leaner approach to short-term items.
0.52%
Below half of SEDG's -0.89%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-0.25%
Below half SEDG's -4.26%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
-1.15%
Less than half of SEDG's 5.59%. David Dodd might see less intangible risk, assuming stable revenue growth.
-20.46%
Above 1.5x SEDG's -4.92%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-7.25%
Less than half of SEDG's 3.97%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
3.26%
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.
-5.60%
Less than half of SEDG's 86.14%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-2.95%
Similar yoy growth to SEDG's -3.17%. Walter Schloss finds parallel expansions in non-current assets.
No Data
No Data available this quarter, please select a different quarter.
-0.89%
0.5-0.75x SEDG's -1.38%. Martin Whitman worries about slower asset growth than competitor. Is it strategy or constraint?
-13.74%
Less than half of SEDG's 31.96%. David Dodd sees a more disciplined AP approach or lower volume.
849.13%
Above 1.5x SEDG's 0.12%. Michael Burry sees a major discrepancy in short-term leverage. Check coverage and liquidity carefully.
-52.95%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
-30.21%
0.5-0.75x SEDG's -51.40%. Martin Whitman sees weaker advanced billings vs. competitor.
-15.06%
Less than half of SEDG's 198.69%. David Dodd sees fewer expansions in other current obligations.
-12.12%
Less than half of SEDG's 4.34%. David Dodd sees a more disciplined short-term liability approach.
17.79%
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.
7.47%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to SEDG's zero value, indicating worse performance.
10.82%
Less than half of SEDG's -1.02%. David Dodd notes more conservative expansions in non-current obligations.
15.18%
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.
2.88%
1.1-1.25x SEDG's 2.40%. Bill Ackman questions if the firm is incurring more total obligations than competitor.
0.85%
Higher Common Stock (Book Value) Growth compared to SEDG's zero value, indicating worse performance.
-13.48%
1.25-1.5x SEDG's -11.07%. Bruce Berkowitz notes stronger reinvestment strategy.
-116.64%
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.
-6.83%
0.5-0.75x SEDG's -13.63%. Martin Whitman is wary of lagging equity growth vs. competitor.
-0.89%
0.5-0.75x SEDG's -1.38%. Martin Whitman sees underexpansion or possible missed opportunities.
3.26%
Below half SEDG's -22.80%. Michael Burry suspects major underinvestment or forced divestment.
20.41%
Less than half of SEDG's -1.66%. David Dodd sees less overall debt expansion vs. competitor.
19.78%
Less than half of SEDG's -51.50%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
