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.
-52.66%
Cash & equivalents declining -52.66% while SEDG's grows 0.66%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
17.75%
Short-term investments yoy growth ≥ 1.5x SEDG's 7.81%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
-14.89%
Below half of SEDG's 2.29%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-29.28%
Receivables growth less than half of SEDG's 41.94%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-11.18%
Inventory growth below half of SEDG's 24.75%. David Dodd would check if that's due to efficiency or supply constraints.
97.14%
Other current assets growth < half of SEDG's -100.00%. David Dodd sees a leaner approach to short-term items.
-5.76%
Below half of SEDG's 10.22%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-17.55%
Below half SEDG's 16.52%. 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.
133.12%
Less than half of SEDG's -4.51%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
1316.95%
Less than half of SEDG's -2.54%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
15.88%
≥ 1.5x SEDG's 1.88%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
No Data
No Data available this quarter, please select a different quarter.
106.52%
Above 1.5x SEDG's 46.67%. Michael Burry warns of potential hidden liabilities or intangible bloat.
66.37%
≥ 1.5x SEDG's 7.73%. 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.
8.82%
Similar yoy to SEDG's 9.19%. Walter Schloss sees parallel expansions. Evaluate the quality of these assets.
-11.11%
Less than half of SEDG's 83.16%. David Dodd sees a more disciplined AP approach or lower volume.
58.18%
Above 1.5x SEDG's 4.96%. Michael Burry sees a major discrepancy in short-term leverage. Check coverage and liquidity carefully.
23.87%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
-12.89%
Below half of SEDG's 5.02%. Michael Burry suspects a big gap in pre-sales traction.
245.45%
Less than half of SEDG's -54.38%. David Dodd sees fewer expansions in other current obligations.
29.19%
Similar yoy to SEDG's 29.51%. Walter Schloss sees parallel short-term liability strategies.
-15.45%
Above 1.5x SEDG's -8.29%. Michael Burry suspects significant leverage additions. Check coverage.
-13.63%
Below half SEDG's 11.22%. Michael Burry suspects a serious gap in multi-year pipeline.
712.00%
Less than half of SEDG's -61.48%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
130.17%
Above 1.5x SEDG's 54.40%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-0.77%
Less than half of SEDG's 5.60%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
9.71%
Similar yoy to SEDG's 12.45%. Walter Schloss sees parallel expansions in total liabilities.
0.58%
Higher Common Stock (Book Value) Growth compared to SEDG's zero value, indicating worse performance.
0.94%
Below half SEDG's 6.72%. Michael Burry suspects major net losses or high dividends vs. competitor.
19.13%
Less than half of SEDG's -42.77%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
6.07%
1.25-1.5x SEDG's 5.47%. Bruce Berkowitz notes an above-average equity expansion.
8.82%
Similar yoy to SEDG's 9.19%. Walter Schloss sees parallel expansions in total capital.
17.34%
≥ 1.5x SEDG's 3.35%. David Dodd sees far stronger investment expansions than competitor.
1.24%
Less than half of SEDG's 5.29%. David Dodd sees less overall debt expansion vs. competitor.
47.65%
Above 1.5x SEDG's 21.39%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
