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.
43.31%
Revenue growth 1.25-1.5x SEDG's 31.87%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
28.15%
Gross profit growth under 50% of SEDG's 83.23%. Michael Burry would be concerned about a severe competitive disadvantage.
-38.47%
Negative EBIT growth while SEDG is at 100.00%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.
573.02%
Positive operating income growth while SEDG is negative. John Neff might view this as a competitive edge in operations.
423.62%
Positive net income growth while SEDG is negative. John Neff might see a big relative performance advantage.
423.08%
EPS growth above 1.5x SEDG's 200.00%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
423.08%
Diluted EPS growth above 1.5x SEDG's 200.00%. David Dodd would see if there's a robust moat protecting these shareholder gains.
0.29%
Slight or no buybacks while SEDG is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
10.55%
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.
57.45%
Positive OCF growth while SEDG is negative. John Neff would see this as a clear operational advantage vs. the competitor.
73.33%
Positive FCF growth while SEDG is negative. John Neff would see a strong competitive edge in net cash generation.
No Data
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628.87%
Positive 5Y CAGR while SEDG is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
90.49%
Positive 3Y CAGR while SEDG is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
No Data
No Data available this quarter, please select a different quarter.
-150.34%
Both show negative mid-term OCF/share growth. Martin Whitman might suspect a challenged environment or large capital demands for both.
-68.28%
Both face negative short-term OCF/share growth. Martin Whitman would suspect macro or cyclical issues hitting them both.
No Data
No Data available this quarter, please select a different quarter.
457.79%
Positive 5Y CAGR while SEDG is negative. John Neff might view this as a strong mid-term relative advantage.
93.42%
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.
371.33%
Positive 5Y equity/share CAGR while SEDG is negative. John Neff might see a clear edge in retaining earnings or managing capital better.
37.60%
Positive short-term equity growth while SEDG is negative. John Neff sees a strong advantage in near-term net worth buildup.
No Data
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No Data
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No Data
No Data available this quarter, please select a different quarter.
-17.97%
Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.
7.14%
We show growth while SEDG is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.
-15.11%
Both reduce assets yoy. Martin Whitman suspects a broader sector retraction or post-boom asset trimming cycle.
-2.77%
Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.
-41.06%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
19.42%
We increase R&D while SEDG cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
-2.90%
Both reduce SG&A yoy. Martin Whitman sees a cost war or cyclical slowdown forcing overhead cuts.