SunPower Corporation (SPWR)

Gross profit growth 1.25-1.5x SEDG's 83.23%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.

EBIT growth above 1.5x SEDG's 100.00%. David Dodd would confirm if core operations or niche positioning yield superior profitability.

Positive operating income growth while SEDG is negative. John Neff might view this as a competitive edge in operations.

Positive net income growth while SEDG is negative. John Neff might see a big relative performance advantage.

EPS growth above 1.5x SEDG's 200.00%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.

Diluted EPS growth above 1.5x SEDG's 200.00%. David Dodd would see if there's a robust moat protecting these shareholder gains.

Slight or no buybacks while SEDG is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.

Slight or no buyback while SEDG is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.

Positive OCF growth while SEDG is negative. John Neff would see this as a clear operational advantage vs. the competitor.

Positive FCF growth while SEDG is negative. John Neff would see a strong competitive edge in net cash generation.

Both companies have negative long-term revenue/share growth. Martin Whitman would question if the entire market or product set is shrinking.

Both face negative 5Y revenue/share CAGR. Martin Whitman would suspect macro headwinds or obsolete product offerings across the niche.

Both firms have negative 3Y CAGR. Martin Whitman would wonder if the entire market segment is in short-term retreat.

Both show negative 10Y OCF/share CAGR. Martin Whitman would question if the entire market or product set is shrinking or too capital-intensive.

Both show negative mid-term OCF/share growth. Martin Whitman might suspect a challenged environment or large capital demands for both.

Both face negative short-term OCF/share growth. Martin Whitman would suspect macro or cyclical issues hitting them both.

Positive 10Y CAGR while SEDG is negative. John Neff might see a substantial advantage in bottom-line trajectory.

Positive 5Y CAGR while SEDG is negative. John Neff might view this as a strong mid-term relative advantage.

Positive short-term CAGR while SEDG is negative. John Neff would see a clear advantage in near-term profit trajectory.

No Data available this quarter, please select a different quarter.

No Data available this quarter, please select a different quarter.

No Data available this quarter, please select a different quarter.

Our AR growth while SEDG is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.

We show growth while SEDG is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.

Positive asset growth while SEDG is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.

Positive BV/share change while SEDG is negative. John Neff sees a clear edge over a competitor losing equity.

No Data available this quarter, please select a different quarter.

We increase R&D while SEDG cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.

We expand SG&A while SEDG cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.