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.
58.21%
Cash & equivalents yoy growth at least 1.5x SEDG's 9.18%. Mohnish Pabrai might see this as a favorable liquidity edge, provided funds are well deployed.
No Data
No Data available this quarter, please select a different quarter.
58.21%
Cash + STI yoy ≥ 1.5x SEDG's 4.11%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-2.19%
Receivables growth less than half of SEDG's 56.22%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-13.57%
Inventory growth below half of SEDG's 33.09%. David Dodd would check if that's due to efficiency or supply constraints.
-53.39%
Other current assets growth < half of SEDG's 252.64%. David Dodd sees a leaner approach to short-term items.
-10.20%
Below half of SEDG's 12.27%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-12.56%
Below half SEDG's 11.96%. 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.
-24.24%
Higher Intangible Assets Growth compared to SEDG's zero value, indicating worse performance.
-24.24%
Higher Goodwill + Intangibles Growth compared to SEDG's zero value, indicating worse performance.
1459.62%
≥ 1.5x SEDG's 42.53%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
No Data
No Data available this quarter, please select a different quarter.
-73.91%
Less than half of SEDG's 17.76%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-18.75%
Below half of SEDG's 32.10%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-15.77%
Below half of SEDG's 16.77%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-0.37%
Less than half of SEDG's 62.74%. David Dodd sees a more disciplined AP approach or lower volume.
0.24%
Higher Short-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
16.51%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
-33.25%
≥ 1.5x SEDG's -6.71%. David Dodd sees stronger subscription/prepayment demand.
96.86%
Less than half of SEDG's -37.32%. David Dodd sees fewer expansions in other current obligations.
2.43%
Less than half of SEDG's 40.38%. David Dodd sees a more disciplined short-term liability approach.
-11.99%
Higher Long-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
-7.22%
Below half SEDG's 17.11%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
-30.51%
Less than half of SEDG's 36.66%. David Dodd notes more conservative expansions in non-current obligations.
-7.16%
Less than half of SEDG's 30.65%. David Dodd sees a more conservative approach to non-current liabilities.
138.12%
Higher Other Liabilities Growth compared to SEDG's zero value, indicating worse performance.
0.81%
Less than half of SEDG's 35.65%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-36.77%
Below half SEDG's 41.79%. Michael Burry suspects major net losses or high dividends vs. competitor.
26.79%
Less than half of SEDG's -105.72%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-79.66%
Below half SEDG's 7.58%. Michael Burry sees potential underperformance in building shareholder capital.
-15.77%
Below half SEDG's 16.77%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
1658.19%
≥ 1.5x SEDG's 17.26%. David Dodd sees far stronger investment expansions than competitor.
-24.22%
Higher Total Debt Growth compared to SEDG's zero value, indicating worse performance.
-10.50%
1.1-1.25x SEDG's -9.18%. Bill Ackman questions if net debt is increasing faster than competitor.
