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.
-40.09%
Cash & equivalents declining -40.09% while SEDG's grows 40.48%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-100.00%
Short-term investments yoy growth below half of SEDG's 5.13%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-40.09%
Below half of SEDG's 29.12%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
3.38%
Receivables growth less than half of SEDG's -11.01%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
0.51%
Inventory growth below half of SEDG's 18.52%. David Dodd would check if that's due to efficiency or supply constraints.
-22.71%
Other current assets growth < half of SEDG's -64.23%. David Dodd sees a leaner approach to short-term items.
-10.84%
Below half of SEDG's 19.83%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-3.94%
Below half SEDG's 19.50%. 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.
-7.86%
Less than half of SEDG's -100.00%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-7.86%
Less than half of SEDG's -100.00%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
2.92%
Below half of SEDG's -14.13%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
100.00%
Above 1.5x SEDG's 18.07%. Michael Burry suspects major tax losses or deferrals building up, raising concerns about sustained profitability.
143.40%
Less than half of SEDG's -8.70%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
13.17%
Below half of SEDG's -2.59%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
4.23%
Below half of SEDG's 14.07%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-17.87%
Less than half of SEDG's 19.58%. David Dodd sees a more disciplined AP approach or lower volume.
0.46%
Higher Short-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
-6.97%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
56.78%
≥ 1.5x SEDG's 17.62%. David Dodd sees stronger subscription/prepayment demand.
-46.30%
Less than half of SEDG's 132.54%. David Dodd sees fewer expansions in other current obligations.
-11.99%
Less than half of SEDG's 22.24%. David Dodd sees a more disciplined short-term liability approach.
0.12%
Higher Long-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
-100.00%
Below half SEDG's 33.11%. Michael Burry suspects a serious gap in multi-year pipeline.
100.00%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to SEDG's zero value, indicating worse performance.
77.27%
Above 1.5x SEDG's 9.98%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-0.69%
Less than half of SEDG's 16.35%. David Dodd sees a more conservative approach to non-current liabilities.
-100.00%
Higher Other Liabilities Growth compared to SEDG's zero value, indicating worse performance.
-5.76%
Less than half of SEDG's 19.49%. David Dodd sees far fewer liability expansions relative to competitor.
0.71%
Higher Common Stock (Book Value) Growth compared to SEDG's zero value, indicating worse performance.
15.57%
Below half SEDG's 48.08%. Michael Burry suspects major net losses or high dividends vs. competitor.
70.18%
Less than half of SEDG's -85.76%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
233.87%
≥ 1.5x SEDG's 10.75%. David Dodd sees stronger capital base growth than competitor.
4.23%
Below half SEDG's 14.07%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-8.71%
1.25-1.5x SEDG's -5.88%. Bruce Berkowitz checks if robust new investments are prudent.
0.20%
Higher Total Debt Growth compared to SEDG's zero value, indicating worse performance.
11.43%
Less than half of SEDG's -40.48%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
