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.
30.49%
Revenue growth at 50-75% of SEDG's 50.25%. Martin Whitman would worry about competitiveness or product relevance.
15.26%
Gross profit growth under 50% of SEDG's 60.82%. Michael Burry would be concerned about a severe competitive disadvantage.
231.50%
EBIT growth 1.25-1.5x SEDG's 172.63%. Bruce Berkowitz would verify if strategic initiatives are driving this edge.
233.84%
Operating income growth 1.25-1.5x SEDG's 196.35%. Bruce Berkowitz would see if strategic measures (e.g., cost cutting, product mix) are succeeding.
127.15%
Net income growth at 50-75% of SEDG's 182.84%. Martin Whitman would question fundamental disadvantages in expenses or demand.
118.18%
EPS growth similar to SEDG's 107.85%. Walter Schloss would assume both have parallel share structures and profit trends.
122.22%
Diluted EPS growth 1.25-1.5x SEDG's 107.37%. Bruce Berkowitz would verify if strategic moves (e.g., targeted acquisitions, cost cuts) explain the edge.
1.12%
Share reduction more than 1.5x SEDG's 958.58%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
6.90%
Diluted share reduction more than 1.5x SEDG's 1026.29%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.
No Data
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75.45%
OCF growth at 75-90% of SEDG's 94.80%. Bill Ackman would demand better working capital management or cost discipline.
52.35%
FCF growth 50-75% of SEDG's 77.84%. Martin Whitman would see if structural disadvantages exist in generating free cash.
No Data
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2.55%
Positive 5Y CAGR while SEDG is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
-29.64%
Both firms have negative 3Y CAGR. Martin Whitman would wonder if the entire market segment is in short-term retreat.
No Data
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-129.65%
Negative 5Y OCF/share CAGR while SEDG is at 99.36%. Joel Greenblatt would question the firm’s operational model or cost structure.
-212.65%
Negative 3Y OCF/share CAGR while SEDG stands at 99.36%. Joel Greenblatt would demand an urgent turnaround in the firm’s cost or revenue drivers.
No Data
No Data available this quarter, please select a different quarter.
18.49%
Below 50% of SEDG's 104.45%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
106.47%
3Y net income/share CAGR similar to SEDG's 104.45%. Walter Schloss would attribute it to shared growth factors or demand patterns.
No Data
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-26.07%
Negative 5Y equity/share growth while SEDG is at 107.43%. Joel Greenblatt sees the competitor building net worth while this firm loses ground.
-11.49%
Negative 3Y equity/share growth while SEDG is at 107.43%. Joel Greenblatt demands an urgent fix in capital structure or profitability vs. the competitor.
No Data
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No Data
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No Data
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14.73%
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.
-14.97%
Inventory is declining while SEDG stands at 16.55%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.
2.00%
Asset growth well under 50% of SEDG's 60.18%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
2.08%
Under 50% of SEDG's 103.39%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
0.25%
Debt shrinking faster vs. SEDG's 23.37%. David Dodd sees a safer balance sheet if it doesn't impair future growth.
4.28%
R&D dropping or stable vs. SEDG's 10.70%. David Dodd sees near-term margin benefits if the product pipeline is already strong.
-4.34%
We cut SG&A while SEDG invests at 0.39%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.