SunPower Corporation (SPWR)

Revenue growth above 1.5x SEDG's 31.87%. David Dodd would confirm if the firm has a unique advantage driving sales higher.

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.

Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.

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.

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.

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Positive 5Y equity/share CAGR while SEDG is negative. John Neff might see a clear edge in retaining earnings or managing capital better.

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.