PerformanceRiskValuationProfitabilityCashflowLiquidityESGRevenue & Geographic ExposureForecastFinancial GrowthIncome GrowthCashflow GrowthBalance Sheet Growth
1.52 - 1.58
1.19 - 3.37
354.5K / 984.1K (Avg.)
-1.64 | -0.94
Steady, sustainable growth is a hallmark of high-quality businesses. Value investors watch these metrics to confirm that the company's fundamental performance aligns with—or outpaces—its current market valuation.
22.00%
Revenue growth at 50-75% of SEDG's 31.87%. Martin Whitman would worry about competitiveness or product relevance.
13.01%
Gross profit growth under 50% of SEDG's 83.23%. Michael Burry would be concerned about a severe competitive disadvantage.
74.46%
EBIT growth 50-75% of SEDG's 100.00%. Martin Whitman would suspect suboptimal resource allocation.
32.20%
Positive operating income growth while SEDG is negative. John Neff might view this as a competitive edge in operations.
146.08%
Positive net income growth while SEDG is negative. John Neff might see a big relative performance advantage.
162.24%
EPS growth at 75-90% of SEDG's 200.00%. Bill Ackman would push for improved profitability or share repurchases to catch up.
144.76%
Diluted EPS growth at 50-75% of SEDG's 200.00%. Martin Whitman would question if share issuance or modest net income gains hamper progress.
4.71%
Slight or no buybacks while SEDG is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
3.00%
Slight or no buyback while SEDG is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.
No Data
No Data available this quarter, please select a different quarter.
-431.41%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
-1092.57%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
9.37%
Positive 10Y revenue/share CAGR while SEDG is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
9.37%
Positive 5Y CAGR while SEDG is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
9.37%
Positive 3Y CAGR while SEDG is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
82.72%
Positive long-term OCF/share growth while SEDG is negative. John Neff would see a structural advantage in sustained cash generation.
82.72%
Positive OCF/share growth while SEDG is negative. John Neff might see a comparative advantage in operational cash viability.
82.72%
Positive 3Y OCF/share CAGR while SEDG is negative. John Neff might see a big short-term edge in operational efficiency.
107.35%
Positive 10Y CAGR while SEDG is negative. John Neff might see a substantial advantage in bottom-line trajectory.
107.35%
Positive 5Y CAGR while SEDG is negative. John Neff might view this as a strong mid-term relative advantage.
107.35%
Positive short-term CAGR while SEDG is negative. John Neff would see a clear advantage in near-term profit trajectory.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
33.66%
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.
33.95%
We show growth while SEDG is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.
2.31%
Positive asset growth while SEDG is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
-0.35%
Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.
No Data
No Data available this quarter, please select a different quarter.
339.16%
We increase R&D while SEDG cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
5.58%
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.