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.
-21.12%
Cash & equivalents declining -21.12% while SEDG's grows 46.16%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
No Data
No Data available this quarter, please select a different quarter.
-21.12%
Below half of SEDG's 11.22%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
28.40%
Receivables growth less than half of SEDG's -61.28%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-50.20%
Inventory growth above 1.5x SEDG's -1.44%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
162.95%
Above 1.5x SEDG's 30.82%. Michael Burry might investigate for potential short-term asset misclassification or risk.
5.47%
Below half of SEDG's -2.19%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-13.55%
Below half SEDG's 0.94%. 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.
-4.11%
50-75% of SEDG's -8.19%. Bruce Berkowitz notes moderate intangible additions. Check if growth is organically driven.
-1.99%
Above 1.5x SEDG's -0.94%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-2.23%
Less than half of SEDG's -100.00%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-3.86%
Below half of SEDG's -344.04%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
2.32%
Below half of SEDG's -79.64%. Michael Burry sees a potential red flag for stagnation or capital shortage.
86.42%
Less than half of SEDG's -100.00%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
30.97%
Below half of SEDG's -45.70%. Michael Burry suspects a big gap in pre-sales traction.
3.51%
Less than half of SEDG's 11.31%. David Dodd sees fewer expansions in other current obligations.
6.41%
Less than half of SEDG's -6.40%. David Dodd sees a more disciplined short-term liability approach.
-7.18%
Less than half of SEDG's 125.16%. David Dodd sees more deleveraging vs. competitor.
-3.70%
Below half SEDG's -100.00%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
4.27%
Less than half of SEDG's -100.00%. David Dodd notes more conservative expansions in non-current obligations.
-6.34%
Less than half of SEDG's -20.17%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-2.15%
Less than half of SEDG's -51.49%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
1.98%
Below half SEDG's -9.58%. Michael Burry suspects major net losses or high dividends 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.
8.77%
Below half SEDG's -9.74%. Michael Burry sees potential underperformance in building shareholder capital.
2.32%
Below half SEDG's -3.99%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-7.07%
Above 1.5x SEDG's -1.89%. Michael Burry sees a major jump. Investigate leverage rationale.
-5.72%
Less than half of SEDG's -29.22%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
