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.
-41.84%
Both companies show declining cash positions (-41.84% vs SEDG's -20.80%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
No Data
No Data available this quarter, please select a different quarter.
-41.84%
Cash + STI yoy ≥ 1.5x SEDG's -3.87%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
1.74%
Receivables growth less than half of SEDG's 20.26%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
1.15%
Inventory growth below half of SEDG's -2.16%. David Dodd would check if that's due to efficiency or supply constraints.
37.86%
Other current assets growth < half of SEDG's -72.37%. David Dodd sees a leaner approach to short-term items.
-5.59%
≥ 1.5x SEDG's -1.92%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
8.09%
Below half SEDG's 22.33%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
-0.98%
Higher Goodwill Growth compared to SEDG's zero value, indicating worse performance.
-13.50%
Above 1.5x SEDG's -2.77%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-7.41%
Above 1.5x SEDG's -2.77%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
0.16%
Below half of SEDG's 70.62%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
No Data available this quarter, please select a different quarter.
3.34%
Less than half of SEDG's -13.73%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
5.06%
Below half of SEDG's 41.20%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-0.46%
Below half of SEDG's 4.81%. Michael Burry sees a potential red flag for stagnation or capital shortage.
3.02%
Less than half of SEDG's -27.17%. David Dodd sees a more disciplined AP approach or lower volume.
201.07%
Higher Short-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
-31.38%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
16.31%
Below half of SEDG's 33.23%. Michael Burry suspects a big gap in pre-sales traction.
-22.23%
Less than half of SEDG's 13.89%. David Dodd sees fewer expansions in other current obligations.
5.60%
Less than half of SEDG's -15.03%. David Dodd sees a more disciplined short-term liability approach.
1.24%
Higher Long-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
-2.50%
Below half SEDG's 16.09%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
2.61%
Less than half of SEDG's 12.96%. David Dodd notes more conservative expansions in non-current obligations.
0.89%
Less than half of SEDG's 13.79%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-0.06%
Less than half of SEDG's -6.14%. David Dodd sees far fewer liability expansions relative to competitor.
0.73%
Higher Common Stock (Book Value) Growth compared to SEDG's zero value, indicating worse performance.
-11.42%
Below half SEDG's 25.53%. Michael Burry suspects major net losses or high dividends vs. competitor.
-57.04%
Less than half of SEDG's 242.32%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-6.35%
Below half SEDG's 12.00%. Michael Burry sees potential underperformance in building shareholder capital.
-0.46%
Below half SEDG's 4.81%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
0.16%
Below half SEDG's 66.35%. Michael Burry suspects major underinvestment or forced divestment.
3.89%
Higher Total Debt Growth compared to SEDG's zero value, indicating worse performance.
57.22%
Above 1.5x SEDG's 20.80%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
