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.
-9.13%
Both companies show declining cash positions (-9.13% vs SEDG's -1.19%). 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.
-9.13%
Cash + STI yoy ≥ 1.5x SEDG's -2.14%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-8.69%
Receivables growth less than half of SEDG's -18.78%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-23.48%
Inventory growth below half of SEDG's 19.67%. David Dodd would check if that's due to efficiency or supply constraints.
5.68%
Other current assets growth < half of SEDG's 77.91%. David Dodd sees a leaner approach to short-term items.
-11.38%
≥ 1.5x SEDG's -2.48%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
3.95%
Similar yoy growth to SEDG's 3.90%. Walter Schloss sees parallel capital spending strategies. Check utilization rates.
-0.27%
Less than half of SEDG's -2.67%. David Dodd might see less intangible risk, assuming stable revenue growth.
-4.12%
Similar yoy growth to SEDG's -3.91%. Walter Schloss sees parallel intangible investment patterns.
-0.81%
Less than half of SEDG's -3.30%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
6.43%
Below half of SEDG's -0.04%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-100.00%
Less than half of SEDG's 20.31%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-10.33%
Less than half of SEDG's 38.88%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-1.41%
Below half of SEDG's 3.23%. Michael Burry might suspect stagnation or lack of resources for expansions.
-100.00%
Higher Other Assets Growth compared to SEDG's zero value, indicating worse performance.
-8.03%
≥ 1.5x SEDG's -0.97%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-18.54%
Above 1.5x SEDG's -8.13%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
624.55%
Higher Short-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
34.09%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
3.46%
Below half of SEDG's -21.58%. Michael Burry suspects a big gap in pre-sales traction.
0.09%
Less than half of SEDG's 5.01%. David Dodd sees fewer expansions in other current obligations.
35.78%
Less than half of SEDG's -2.35%. David Dodd sees a more disciplined short-term liability approach.
-99.92%
Less than half of SEDG's 0.12%. 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.
3.66%
Less than half of SEDG's -0.07%. David Dodd notes more conservative expansions in non-current obligations.
-65.57%
Less than half of SEDG's 0.43%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-6.60%
Above 1.5x SEDG's -0.72%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
-2.75%
Below half SEDG's -6.11%. Michael Burry suspects major net losses or high dividends vs. competitor.
-0.15%
Less than half of SEDG's -8.42%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-11.36%
≥ 1.5x SEDG's -1.18%. David Dodd sees stronger capital base growth than competitor.
-8.03%
≥ 1.5x SEDG's -0.97%. David Dodd sees faster overall balance sheet growth than competitor.
6.43%
Below half SEDG's -1.72%. Michael Burry suspects major underinvestment or forced divestment.
-9.91%
Above 1.5x SEDG's -0.19%. Michael Burry sees a major jump. Investigate leverage rationale.
-10.22%
Less than half of SEDG's 2.96%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
