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.
10.51%
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.
No Data
No Data available this quarter, please select a different quarter.
10.51%
Cash + STI yoy 0.5-0.75x SEDG's 20.51%. Martin Whitman would worry about lagging short-term reserves. Confirm debt coverage.
16.59%
Receivables growth less than half of SEDG's -9.87%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-3.44%
Inventory growth below half of SEDG's -16.85%. David Dodd would check if that's due to efficiency or supply constraints.
-31.46%
Other current assets growth < half of SEDG's 1.62%. David Dodd sees a leaner approach to short-term items.
-10.96%
≥ 1.5x SEDG's -0.89%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
4.03%
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.
-19.76%
Above 1.5x SEDG's -4.92%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-19.76%
Less than half of SEDG's 3.97%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-3.96%
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.
1.64%
Less than half of SEDG's 86.14%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
2.44%
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.
-5.33%
≥ 1.5x SEDG's -1.38%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-19.47%
Less than half of SEDG's 31.96%. David Dodd sees a more disciplined AP approach or lower volume.
696.46%
Above 1.5x SEDG's 0.12%. Michael Burry sees a major discrepancy in short-term leverage. Check coverage and liquidity carefully.
214.64%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
3.93%
Below half of SEDG's -51.40%. Michael Burry suspects a big gap in pre-sales traction.
-5.18%
Less than half of SEDG's 198.69%. David Dodd sees fewer expansions in other current obligations.
6.64%
Above 1.5x SEDG's 4.34%. Michael Burry sees a red flag for liquidity risk vs. competitor.
-31.31%
Less than half of SEDG's 0.12%. David Dodd sees more deleveraging vs. competitor.
-100.00%
Below half SEDG's 2.09%. Michael Burry suspects a serious gap in multi-year pipeline.
-100.00%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to SEDG's zero value, indicating worse performance.
268.42%
Less than half of SEDG's -1.02%. David Dodd notes more conservative expansions in non-current obligations.
-13.81%
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.
-5.44%
Less than half of SEDG's 2.40%. David Dodd sees far fewer liability expansions relative to competitor.
1.68%
Higher Common Stock (Book Value) Growth compared to SEDG's zero value, indicating worse performance.
-6.06%
0.5-0.75x SEDG's -11.07%. Martin Whitman is wary of weaker retention or lower profitability.
38.04%
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.
-5.60%
Below half SEDG's -13.63%. Michael Burry sees potential underperformance in building shareholder capital.
-5.33%
≥ 1.5x SEDG's -1.38%. David Dodd sees faster overall balance sheet growth than competitor.
-3.96%
Below half SEDG's -22.80%. Michael Burry suspects major underinvestment or forced divestment.
-12.86%
Above 1.5x SEDG's -1.66%. Michael Burry sees a major jump. Investigate leverage rationale.
-39.07%
Similar yoy changes to SEDG's -51.50%. Walter Schloss sees parallel net leverage strategies.
