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.
-13.80%
Both companies show declining cash positions (-13.80% vs SEDG's -38.59%). 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.
-13.80%
Cash + STI yoy 0.75-0.9x SEDG's -16.37%. Bill Ackman would wonder if competitor is building liquidity more aggressively.
-10.64%
Receivables growth less than half of SEDG's -40.67%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-19.39%
Inventory growth below half of SEDG's 22.55%. David Dodd would check if that's due to efficiency or supply constraints.
1.71%
Other current assets growth < half of SEDG's 73.80%. David Dodd sees a leaner approach to short-term items.
-10.62%
≥ 1.5x SEDG's -1.76%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-0.04%
Below half SEDG's 0.98%. 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.
-29.31%
Above 1.5x SEDG's -15.74%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-3.99%
50-75% of SEDG's -5.78%. Bruce Berkowitz notes lower intangible reliance than competitor.
-86.87%
≥ 1.5x SEDG's -6.45%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
No Data
No Data available this quarter, please select a different quarter.
50.49%
Above 1.5x SEDG's 6.58%. Michael Burry warns of potential hidden liabilities or intangible bloat.
-0.35%
Similar yoy growth to SEDG's -0.33%. Walter Schloss finds parallel expansions in non-current assets.
No Data
No Data available this quarter, please select a different quarter.
-6.93%
≥ 1.5x SEDG's -1.36%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
18.13%
Less than half of SEDG's -3.21%. David Dodd sees a more disciplined AP approach or lower volume.
12.39%
Higher Short-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
-90.13%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
-33.57%
Below half of SEDG's 85.08%. Michael Burry suspects a big gap in pre-sales traction.
119.63%
Exceeding 1.5x SEDG's 2.94%. Michael Burry suspects ballooning short-term obligations vs. competitor.
2.07%
Similar yoy to SEDG's 1.89%. Walter Schloss sees parallel short-term liability strategies.
9260.00%
Above 1.5x SEDG's 0.12%. Michael Burry suspects significant leverage additions. Check coverage.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-16.77%
Above 1.5x SEDG's -1.36%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-0.82%
Above 1.5x SEDG's -0.12%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
No Data available this quarter, please select a different quarter.
1.62%
Above 1.5x SEDG's 0.70%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
-5.60%
Below half SEDG's -17.26%. Michael Burry suspects major net losses or high dividends vs. competitor.
-98.76%
Less than half of SEDG's 44.15%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-27.66%
≥ 1.5x SEDG's -3.15%. David Dodd sees stronger capital base growth than competitor.
-6.93%
≥ 1.5x SEDG's -1.36%. David Dodd sees faster overall balance sheet growth than competitor.
-86.87%
≥ 1.5x SEDG's -43.39%. David Dodd sees far stronger investment expansions than competitor.
4.38%
Above 1.5x SEDG's 0.23%. Michael Burry sees a major jump. Investigate leverage rationale.
11.63%
Less than half of SEDG's 117.41%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
