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.
-9.86%
Both companies show declining cash positions (-9.86% vs SEDG's -22.03%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
No Data
No Data available this quarter, please select a different quarter.
-9.86%
Cash + STI yoy 0.5-0.75x SEDG's -13.97%. Martin Whitman would worry about lagging short-term reserves. Confirm debt coverage.
21.68%
Similar receivables growth to SEDG's 26.83%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
4.84%
Inventory growth below half of SEDG's -1.26%. David Dodd would check if that's due to efficiency or supply constraints.
-87.65%
Above 1.5x SEDG's -41.47%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-32.12%
Below half of SEDG's 1.81%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
5.29%
0.5-0.75x SEDG's 8.03%. Martin Whitman might see a risk of falling behind in asset investment or shifting strategy.
No Data
No Data available this quarter, please select a different quarter.
7.74%
Above 1.5x SEDG's 0.26%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
7.74%
Less than half of SEDG's -0.04%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
61.55%
≥ 1.5x SEDG's 39.06%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
No Data
No Data available this quarter, please select a different quarter.
3.25%
Less than half of SEDG's -31.28%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
13.44%
≥ 1.5x SEDG's 6.91%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
No Data available this quarter, please select a different quarter.
-15.98%
Below half of SEDG's 3.80%. Michael Burry sees a potential red flag for stagnation or capital shortage.
14.64%
Less than half of SEDG's 29.50%. David Dodd sees a more disciplined AP approach or lower volume.
41.43%
Less than half of SEDG's -4.52%. David Dodd sees much smaller short-term leverage burden vs. competitor.
9.87%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-76.49%
Less than half of SEDG's 34.33%. David Dodd sees fewer expansions in other current obligations.
-40.70%
Less than half of SEDG's 18.42%. David Dodd sees a more disciplined short-term liability approach.
3.51%
Less than half of SEDG's -21.48%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-1.70%
Less than half of SEDG's 3.96%. David Dodd notes more conservative expansions in non-current obligations.
2.88%
Less than half of SEDG's 7.15%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-19.52%
Less than half of SEDG's 12.98%. David Dodd sees far fewer liability expansions relative to competitor.
0.70%
Higher Common Stock (Book Value) Growth compared to SEDG's zero value, indicating worse performance.
4.74%
Below half SEDG's 15.76%. Michael Burry suspects major net losses or high dividends vs. competitor.
4.10%
Less than half of SEDG's 26.64%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
44.66%
≥ 1.5x SEDG's 7.62%. David Dodd sees stronger capital base growth than competitor.
-15.98%
Below half SEDG's 3.80%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
61.55%
≥ 1.5x SEDG's 14.56%. David Dodd sees far stronger investment expansions than competitor.
6.34%
Similar yoy changes to SEDG's 7.36%. Walter Schloss notes parallel total debt strategies.
10.17%
Less than half of SEDG's 32.12%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
