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.
-34.95%
Cash & equivalents declining -34.95% while SEDG's grows 21.59%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
No Data
No Data available this quarter, please select a different quarter.
-34.95%
Below half of SEDG's 13.97%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
10.80%
Receivables growth less than half of SEDG's -3.65%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-4.45%
Inventory growth below half of SEDG's -16.08%. David Dodd would check if that's due to efficiency or supply constraints.
-6.78%
Other current assets growth < half of SEDG's -77.13%. David Dodd sees a leaner approach to short-term items.
-10.06%
Below half of SEDG's 4.39%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
28.89%
≥ 1.5x SEDG's 9.15%. David Dodd sees more aggressive capex. Confirm it's not overspending.
-100.00%
Higher Goodwill Growth compared to SEDG's zero value, indicating worse performance.
-6.04%
Above 1.5x SEDG's -2.93%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-56.33%
Above 1.5x SEDG's -2.93%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
-97.95%
Below half of SEDG's 2.88%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
No Data available this quarter, please select a different quarter.
4.02%
Less than half of SEDG's 9.52%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
6.09%
≥ 1.5x SEDG's 2.17%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
No Data available this quarter, please select a different quarter.
-2.01%
Below half of SEDG's 3.90%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-0.54%
Less than half of SEDG's -16.91%. David Dodd sees a more disciplined AP approach or lower volume.
44.44%
Higher Short-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
-32.22%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
246.29%
Below half of SEDG's -37.26%. Michael Burry suspects a big gap in pre-sales traction.
-60.46%
Exceeding 1.5x SEDG's -10.89%. Michael Burry suspects ballooning short-term obligations vs. competitor.
4.80%
Less than half of SEDG's -10.05%. David Dodd sees a more disciplined short-term liability approach.
-7.20%
Higher Long-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
-99.90%
Below half SEDG's 9.36%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
110.85%
Above 1.5x SEDG's 10.32%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-6.59%
Less than half of SEDG's 10.06%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-2.42%
Similar yoy to SEDG's -2.36%. Walter Schloss sees parallel expansions in total liabilities.
No Data
No Data available this quarter, please select a different quarter.
-4.49%
Below half SEDG's 36.00%. Michael Burry suspects major net losses or high dividends vs. competitor.
-1.95%
Less than half of SEDG's -55.72%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-2.01%
Below half SEDG's 7.36%. Michael Burry sees potential underperformance in building shareholder capital.
-2.01%
Below half SEDG's 3.90%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-97.95%
Below half SEDG's 3.70%. Michael Burry suspects major underinvestment or forced divestment.
2.98%
Higher Total Debt Growth compared to SEDG's zero value, indicating worse performance.
16.63%
Less than half of SEDG's -21.59%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
