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.
-28.32%
Both companies show declining cash positions (-28.32% vs SEDG's -21.08%). 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.
-28.32%
Cash + STI yoy ≥ 1.5x SEDG's -12.54%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-12.53%
Receivables growth less than half of SEDG's 77.66%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
18.21%
Inventory growth above 1.5x SEDG's 11.67%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
6.45%
Other current assets growth < half of SEDG's -100.00%. David Dodd sees a leaner approach to short-term items.
-8.24%
≥ 1.5x SEDG's -1.47%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-2.61%
Below half SEDG's 17.08%. 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.
-35.04%
Above 1.5x SEDG's -0.45%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-35.04%
Less than half of SEDG's 3.45%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
82.70%
Below half of SEDG's 601.97%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
No Data available this quarter, please select a different quarter.
-11.43%
Above 1.5x SEDG's -4.56%. Michael Burry warns of potential hidden liabilities or intangible bloat.
45.61%
1.25-1.5x SEDG's 34.59%. Bruce Berkowitz checks if expansions surpass competitor's pace but remain justified.
No Data
No Data available this quarter, please select a different quarter.
13.60%
≥ 1.5x SEDG's 6.97%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
2.20%
Less than half of SEDG's 32.71%. David Dodd sees a more disciplined AP approach or lower volume.
-58.49%
Less than half of SEDG's 8.00%. David Dodd sees much smaller short-term leverage burden vs. competitor.
2.58%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
31.03%
Below half of SEDG's -9.61%. Michael Burry suspects a big gap in pre-sales traction.
-8.89%
Less than half of SEDG's -48.79%. David Dodd sees fewer expansions in other current obligations.
-29.77%
Less than half of SEDG's 14.00%. David Dodd sees a more disciplined short-term liability approach.
-2.37%
Less than half of SEDG's 11.29%. 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.
-35.74%
Similar yoy changes to SEDG's -36.24%. Walter Schloss sees parallel expansions in other LT liabilities.
1.17%
Less than half of SEDG's 5.97%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-14.86%
Less than half of SEDG's 8.43%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
16.50%
≥ 1.5x SEDG's 3.84%. David Dodd sees higher yoy retained profits than competitor.
9.03%
Less than half of SEDG's 245.93%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
4024.33%
≥ 1.5x SEDG's 5.21%. David Dodd sees stronger capital base growth than competitor.
13.60%
≥ 1.5x SEDG's 6.97%. David Dodd sees faster overall balance sheet growth than competitor.
82.70%
0.5-0.75x SEDG's 131.68%. Martin Whitman sees possible missed opportunities vs. competitor.
-26.60%
Less than half of SEDG's 7.67%. David Dodd sees less overall debt expansion vs. competitor.
-25.69%
Less than half of SEDG's 61.97%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
