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.
10.80%
Cash & equivalents yoy growth 0.5-0.75x SEDG's 16.30%. Martin Whitman would worry if slower accumulation signals weaker operations or bigger outflows.
No Data
No Data available this quarter, please select a different quarter.
10.80%
Cash + STI yoy 0.5-0.75x SEDG's 18.02%. Martin Whitman would worry about lagging short-term reserves. Confirm debt coverage.
-2.07%
Receivables growth less than half of SEDG's -16.32%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-10.16%
Inventory growth above 1.5x SEDG's -1.57%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-47.87%
Other current assets growth < half of SEDG's 2251.37%. David Dodd sees a leaner approach to short-term items.
-18.39%
Below half of SEDG's 5.08%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-9.33%
Below half SEDG's 18.91%. 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.
-5.85%
Less than half of SEDG's 81.15%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-5.85%
Less than half of SEDG's 81.15%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
575.79%
Below half of SEDG's -17.96%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
No Data available this quarter, please select a different quarter.
5.95%
Less than half of SEDG's 656.06%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-3.56%
0.5-0.75x SEDG's -5.18%. Martin Whitman wonders if there's insufficient reinvestment vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-10.39%
Below half of SEDG's 2.86%. Michael Burry sees a potential red flag for stagnation or capital shortage.
4.75%
Less than half of SEDG's -15.59%. David Dodd sees a more disciplined AP approach or lower volume.
-86.66%
Higher Short-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
0.36%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
-20.11%
Below half of SEDG's -100.00%. Michael Burry suspects a big gap in pre-sales traction.
-1.30%
Less than half of SEDG's 141.57%. David Dodd sees fewer expansions in other current obligations.
-24.46%
Above 1.5x SEDG's -10.21%. Michael Burry sees a red flag for liquidity risk vs. competitor.
-0.25%
Higher Long-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
0.68%
Below half SEDG's -100.00%. Michael Burry suspects a serious gap in multi-year pipeline.
-0.68%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to SEDG's zero value, indicating worse performance.
-0.19%
Less than half of SEDG's -100.00%. David Dodd notes more conservative expansions in non-current obligations.
2.75%
Less than half of SEDG's -100.00%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-7.96%
Less than half of SEDG's -48.92%. David Dodd sees far fewer liability expansions relative to competitor.
0.72%
Higher Common Stock (Book Value) Growth compared to SEDG's zero value, indicating worse performance.
-29.16%
Below half SEDG's 35.17%. Michael Burry suspects major net losses or high dividends vs. competitor.
43.66%
Less than half of SEDG's -370.00%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-20.97%
Below half SEDG's 5.03%. Michael Burry sees potential underperformance in building shareholder capital.
-10.39%
0.75-0.9x SEDG's -13.00%. Bill Ackman wonders if competitor invests or leverages more aggressively.
575.79%
≥ 1.5x SEDG's 2.58%. David Dodd sees far stronger investment expansions than competitor.
-28.73%
Higher Total Debt Growth compared to SEDG's zero value, indicating worse performance.
-24.41%
1.25-1.5x SEDG's -16.30%. Martin Whitman is wary of heavier net leverage vs. competitor.
