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.
8.90%
Revenue growth under 50% of SEDG's 31.87%. Michael Burry would suspect a deteriorating sales pipeline or weaker brand.
9.90%
Gross profit growth under 50% of SEDG's 83.23%. Michael Burry would be concerned about a severe competitive disadvantage.
58.94%
EBIT growth 50-75% of SEDG's 100.00%. Martin Whitman would suspect suboptimal resource allocation.
-46.05%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
42.34%
Positive net income growth while SEDG is negative. John Neff might see a big relative performance advantage.
42.25%
EPS growth under 50% of SEDG's 200.00%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
42.25%
Diluted EPS growth under 50% of SEDG's 200.00%. Michael Burry would worry about an eroding competitive position or excessive dilution.
0.39%
Slight or no buybacks while SEDG is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
0.39%
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.
28.86%
Positive OCF growth while SEDG is negative. John Neff would see this as a clear operational advantage vs. the competitor.
35.38%
Positive FCF growth while SEDG is negative. John Neff would see a strong competitive edge in net cash generation.
No Data
No Data available this quarter, please select a different quarter.
80.88%
Positive 5Y CAGR while SEDG is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
10.76%
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.
-48.95%
Both show negative mid-term OCF/share growth. Martin Whitman might suspect a challenged environment or large capital demands for both.
-132.01%
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.
-476.02%
Both exhibit negative net income/share growth over five years. Martin Whitman would suspect a challenging environment for the entire niche.
-298.04%
Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.
No Data
No Data available this quarter, please select a different quarter.
-13.06%
Both show negative equity/share growth mid-term. Martin Whitman suspects cyclical or structural challenges for each company.
-34.13%
Both show negative short-term equity/share CAGR. Martin Whitman suspects an industry slump or unprofitable expansions for both players.
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.
61.90%
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.
-9.50%
Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.
0.24%
Positive asset growth while SEDG is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
-3.97%
Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.
-0.90%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
6.04%
We increase R&D while SEDG cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
11.58%
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.