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.
-15.51%
Both companies show declining cash positions (-15.51% vs SEDG's -5.40%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
100.00%
Short-term investments yoy growth below half of SEDG's -1.93%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-15.51%
Cash + STI yoy ≥ 1.5x SEDG's -3.99%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
5.87%
Receivables growth above 1.5x SEDG's 0.74%. Michael Burry would check for potential credit bubble or inflated top-line.
3.93%
Inventory growth below half of SEDG's -7.73%. David Dodd would check if that's due to efficiency or supply constraints.
21.99%
Above 1.5x SEDG's 10.70%. Michael Burry might investigate for potential short-term asset misclassification or risk.
0.85%
Below half of SEDG's -1.23%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
0.82%
Below half SEDG's 10.70%. 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.
-10.60%
Less than half of SEDG's -100.00%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-10.60%
Less than half of SEDG's -100.00%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-57.29%
Below half of SEDG's 78.10%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
100.00%
Above 1.5x SEDG's 19.93%. Michael Burry suspects major tax losses or deferrals building up, raising concerns about sustained profitability.
3.53%
Less than half of SEDG's 733.66%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
0.61%
Below half of SEDG's 45.69%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
0.70%
Below half of SEDG's 7.76%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-2.69%
Less than half of SEDG's -17.63%. David Dodd sees a more disciplined AP approach or lower volume.
436.09%
Higher Short-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
12.86%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
16.09%
Below half of SEDG's 196.39%. Michael Burry suspects a big gap in pre-sales traction.
10.40%
50-75% of SEDG's 14.76%. Bruce Berkowitz notes a more controlled liability line.
40.93%
Above 1.5x SEDG's 0.10%. Michael Burry sees a red flag for liquidity risk vs. competitor.
-15.41%
Higher Long-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
-100.00%
Below half SEDG's 13.73%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
89.56%
Above 1.5x SEDG's 9.03%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-9.94%
Less than half of SEDG's 10.41%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
2.67%
50-75% of SEDG's 5.00%. Bruce Berkowitz notes a lower yoy liability increase.
No Data
No Data available this quarter, please select a different quarter.
-6.70%
Below half SEDG's 588.86%. Michael Burry suspects major net losses or high dividends vs. competitor.
34.60%
Less than half of SEDG's -1368.00%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-9.83%
Below half SEDG's 9.10%. Michael Burry sees potential underperformance in building shareholder capital.
0.70%
Below half SEDG's 7.76%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-40.58%
Below half SEDG's 26.43%. Michael Burry suspects major underinvestment or forced divestment.
-9.60%
Higher Total Debt Growth compared to SEDG's zero value, indicating worse performance.
10.21%
Above 1.5x SEDG's 5.40%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
