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.
-34.09%
Both companies show declining cash positions (-34.09% vs SEDG's -23.50%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
14.58%
Short-term investments yoy growth below half of SEDG's -12.84%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-4.68%
Below half of SEDG's -21.26%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-16.40%
Receivables growth less than half of SEDG's 26.48%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
2.23%
Inventory growth below half of SEDG's -5.33%. David Dodd would check if that's due to efficiency or supply constraints.
20.25%
Other current assets growth < half of SEDG's -0.20%. David Dodd sees a leaner approach to short-term items.
-3.66%
0.5-0.75x SEDG's -6.07%. Martin Whitman might see risk if this hampers near-term financial flexibility.
-13.97%
Below half SEDG's 7.56%. 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.
-100.00%
Above 1.5x SEDG's -3.65%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-100.00%
Above 1.5x SEDG's -0.49%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
13.36%
Below half of SEDG's 55.13%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
No Data available this quarter, please select a different quarter.
-24.32%
Less than half of SEDG's 31.32%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-1.59%
Below half of SEDG's 22.28%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-3.02%
Below half of SEDG's 4.05%. Michael Burry sees a potential red flag for stagnation or capital shortage.
1.33%
Less than half of SEDG's 15.66%. David Dodd sees a more disciplined AP approach or lower volume.
-49.01%
Less than half of SEDG's -99.14%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-87.96%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
8.35%
Below half of SEDG's -23.36%. Michael Burry suspects a big gap in pre-sales traction.
-5.94%
Less than half of SEDG's 5.35%. David Dodd sees fewer expansions in other current obligations.
-18.47%
Less than half of SEDG's 0.47%. David Dodd sees a more disciplined short-term liability approach.
1.44%
Less than half of SEDG's -0.03%. David Dodd sees more deleveraging vs. competitor.
-56.79%
Below half SEDG's 4.86%. Michael Burry suspects a serious gap in multi-year pipeline.
15.08%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to SEDG's zero value, indicating worse performance.
22.22%
Above 1.5x SEDG's 13.74%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-5.30%
Less than half of SEDG's 2.07%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-10.64%
Less than half of SEDG's 1.60%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
3.53%
Below half SEDG's 8.82%. Michael Burry suspects major net losses or high dividends vs. competitor.
5.53%
Less than half of SEDG's 47.70%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
23.24%
≥ 1.5x SEDG's 7.08%. David Dodd sees stronger capital base growth than competitor.
-3.02%
Below half SEDG's 4.05%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
14.04%
Below half SEDG's 29.12%. Michael Burry suspects major underinvestment or forced divestment.
-16.43%
Above 1.5x SEDG's -2.35%. Michael Burry sees a major jump. Investigate leverage rationale.
-9.04%
Less than half of SEDG's 1809.84%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
