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.
-19.29%
Cash & equivalents declining -19.29% while SEDG's grows 1.37%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
100.00%
Higher Short-Term Investments Growth compared to SEDG's zero value, indicating better performance.
-19.29%
Below half of SEDG's 1.37%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-31.50%
Receivables growth 1.25-1.5x SEDG's -21.70%. Martin Whitman would worry that the company may be booking revenue too aggressively.
12.62%
Inventory growth above 1.5x SEDG's 8.06%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
39.56%
Other current assets growth < half of SEDG's -56.39%. David Dodd sees a leaner approach to short-term items.
-6.14%
Below half of SEDG's 2.72%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
2.46%
Below half SEDG's 17.36%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
145.59%
Higher Goodwill Growth compared to SEDG's zero value, indicating worse performance.
273.96%
Higher Intangible Assets Growth compared to SEDG's zero value, indicating worse performance.
201.09%
Higher Goodwill + Intangibles Growth compared to SEDG's zero value, indicating worse performance.
-0.27%
Both SEDG and the company show zero Long-Term Investments Growth.
2239.27%
Higher Tax Assets Growth compared to SEDG's zero value, indicating worse performance.
11.40%
Similar yoy growth to SEDG's 13.61%. Walter Schloss sees parallel approach in non-core expansions.
8.24%
Below half of SEDG's 22.34%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
1.05%
Below half of SEDG's 3.70%. Michael Burry sees a potential red flag for stagnation or capital shortage.
3.89%
Less than half of SEDG's -16.74%. David Dodd sees a more disciplined AP approach or lower volume.
68.77%
Higher Short-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
-50.26%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
-14.42%
Below half of SEDG's 29.77%. Michael Burry suspects a big gap in pre-sales traction.
7.52%
Less than half of SEDG's -1.38%. David Dodd sees fewer expansions in other current obligations.
-0.75%
Less than half of SEDG's -8.80%. David Dodd sees a more disciplined short-term liability approach.
4.22%
Higher Long-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
-1.85%
Below half SEDG's 17.75%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
14.27%
1.1-1.25x SEDG's 11.51%. Bill Ackman questions if the firm is incurring extra obligations vs. competitor.
4.20%
Less than half of SEDG's 13.07%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
2.18%
Less than half of SEDG's -3.58%. David Dodd sees far fewer liability expansions relative to competitor.
0.74%
Higher Common Stock (Book Value) Growth compared to SEDG's zero value, indicating worse performance.
-9.99%
Below half SEDG's 12.03%. Michael Burry suspects major net losses or high dividends vs. competitor.
18.54%
Less than half of SEDG's -1.35%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.28%
Below half SEDG's 9.75%. Michael Burry sees potential underperformance in building shareholder capital.
1.05%
Below half SEDG's 3.70%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-0.00%
Both SEDG and the company show zero Total Investments Growth.
4.50%
Higher Total Debt Growth compared to SEDG's zero value, indicating worse performance.
36.33%
Less than half of SEDG's -1.37%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
