1.52 - 1.58
1.19 - 3.37
354.5K / 984.1K (Avg.)
-1.64 | -0.94
Identifies how quickly the company is scaling its balance sheet (via acquisitions, expansions, or debt). Strong growth, accompanied by sound fundamentals, can support long-term intrinsic value—while disproportionate debt expansion or bloated intangible assets can signal elevated risk.
5.42%
Similar yoy growth to ENPH's 5.84%. Walter Schloss would note comparable liquidity profiles, looking for differences in deployment efficiency.
No Data
No Data available this quarter, please select a different quarter.
5.42%
Cash + STI yoy 1.25-1.5x ENPH's 4.32%. Bruce Berkowitz would check if the firm is preparing for expansions or simply hoarding.
36.46%
Receivables growth above 1.5x ENPH's 17.72%. Michael Burry would check for potential credit bubble or inflated top-line.
-52.87%
Inventory growth below half of ENPH's 20.13%. David Dodd would check if that's due to efficiency or supply constraints.
-27.75%
Above 1.5x ENPH's -11.25%. Michael Burry might investigate for potential short-term asset misclassification or risk.
15.42%
≥ 1.5x ENPH's 4.17%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-15.36%
Below half ENPH's 14.39%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
7.30%
Above 1.5x ENPH's 1.19%. Michael Burry warns of potential big write-downs if synergy fails.
-4.29%
Less than half of ENPH's -13.44%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
1.80%
Less than half of ENPH's -1.00%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
No Data available this quarter, please select a different quarter.
No Data
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44.95%
Less than half of ENPH's -101.29%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-0.47%
Below half of ENPH's -2.09%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
10.37%
≥ 1.5x ENPH's 2.34%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
16.37%
Less than half of ENPH's 41.02%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
61.48%
Below half of ENPH's -23.09%. Michael Burry suspects a big gap in pre-sales traction.
5.76%
Less than half of ENPH's 558.94%. David Dodd sees fewer expansions in other current obligations.
19.50%
Above 1.5x ENPH's 0.28%. Michael Burry sees a red flag for liquidity risk vs. competitor.
11.82%
Above 1.5x ENPH's 0.06%. Michael Burry suspects significant leverage additions. Check coverage.
-10.18%
≥ 1.5x ENPH's -0.65%. David Dodd sees stronger long-horizon revenue vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
10.21%
Less than half of ENPH's -10.65%. David Dodd notes more conservative expansions in non-current obligations.
11.20%
Less than half of ENPH's -0.05%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
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14.16%
Above 1.5x ENPH's 0.12%. Michael Burry sees a potential leverage warning sign.
No Data
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-5.56%
Below half ENPH's 2.10%. Michael Burry suspects major net losses or high dividends vs. competitor.
No Data
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No Data
No Data available this quarter, please select a different quarter.
-20.46%
Below half ENPH's 8.63%. Michael Burry sees potential underperformance in building shareholder capital.
10.37%
≥ 1.5x ENPH's 2.34%. David Dodd sees faster overall balance sheet growth than competitor.
No Data
No Data available this quarter, please select a different quarter.
11.00%
Above 1.5x ENPH's 2.21%. Michael Burry sees a major jump. Investigate leverage rationale.
11.45%
Above 1.5x ENPH's 0.73%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
