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.
-15.97%
Cash & equivalents declining -15.97% while SEDG's grows 31.73%. 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.
-15.97%
Below half of SEDG's 19.24%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
3.82%
Receivables growth less than half of SEDG's 14.83%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-8.26%
Inventory growth below half of SEDG's 10.94%. David Dodd would check if that's due to efficiency or supply constraints.
3.20%
Other current assets growth < half of SEDG's 27.62%. David Dodd sees a leaner approach to short-term items.
-9.53%
Below half of SEDG's 16.34%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
1.95%
Below half SEDG's 8.87%. 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.
-8.25%
Higher Intangible Assets Growth compared to SEDG's zero value, indicating worse performance.
-8.25%
Higher Goodwill + Intangibles Growth compared to SEDG's zero value, indicating worse performance.
58.86%
Below half of SEDG's -9.51%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
No Data available this quarter, please select a different quarter.
7.89%
50-75% of SEDG's 14.37%. Bruce Berkowitz notes relatively lower 'other assets' expansions.
4.10%
Below half of SEDG's -2.25%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-1.10%
Below half of SEDG's 11.53%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-4.10%
Less than half of SEDG's 18.52%. David Dodd sees a more disciplined AP approach or lower volume.
-16.37%
Higher Short-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
-9.42%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
7.57%
Below half of SEDG's -9.71%. Michael Burry suspects a big gap in pre-sales traction.
-4.23%
Less than half of SEDG's 15.81%. David Dodd sees fewer expansions in other current obligations.
-6.85%
Less than half of SEDG's 17.45%. David Dodd sees a more disciplined short-term liability approach.
3.70%
Higher Long-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-30.72%
Less than half of SEDG's 10.43%. David Dodd notes more conservative expansions in non-current obligations.
8.28%
50-75% of SEDG's 11.20%. Bruce Berkowitz notes a smaller yoy liability buildup than competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.60%
Less than half of SEDG's 14.33%. 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.
-3.64%
Below half SEDG's 149.59%. Michael Burry suspects major net losses or high dividends vs. competitor.
38.07%
Above 1.5x SEDG's 19.07%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
No Data available this quarter, please select a different quarter.
-5.84%
Below half SEDG's 10.22%. Michael Burry sees potential underperformance in building shareholder capital.
-1.10%
Below half SEDG's 11.53%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
58.86%
Below half SEDG's -3.96%. Michael Burry suspects major underinvestment or forced divestment.
18.11%
Higher Total Debt Growth compared to SEDG's zero value, indicating worse performance.
4.76%
Less than half of SEDG's -31.73%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
