SunPower Corporation (SPWR)

Gross profit growth above 1.5x SEDG's 83.23%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.

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.

Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.

Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.

Positive 10Y revenue/share CAGR while SEDG is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.

Positive 5Y CAGR while SEDG is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.

Positive 3Y CAGR while SEDG is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.

Positive long-term OCF/share growth while SEDG is negative. John Neff would see a structural advantage in sustained cash generation.

Positive OCF/share growth while SEDG is negative. John Neff might see a comparative advantage in operational cash viability.

Positive 3Y OCF/share CAGR while SEDG is negative. John Neff might see a big short-term edge in operational efficiency.

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.

Positive short-term equity growth while SEDG is negative. John Neff sees a strong advantage in near-term net worth buildup.

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.

We have some new debt while SEDG reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.

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.