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.
-83.17%
Cash & equivalents declining -83.17% while ENPH's grows 44.00%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
No Data
No Data available this quarter, please select a different quarter.
-83.17%
Cash + STI yoy ≥ 1.5x ENPH's -8.15%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
511.98%
Receivables growth less than half of ENPH's -3.65%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
3542.50%
Inventory growth above 1.5x ENPH's 3.88%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-62.26%
Other current assets growth < half of ENPH's 55.39%. David Dodd sees a leaner approach to short-term items.
-6.71%
≥ 1.5x ENPH's -1.43%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
485.32%
Below half ENPH's -2.51%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
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.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
307.79%
Less than half of ENPH's -2.44%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
796.09%
≥ 1.5x ENPH's 2.13%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
No Data available this quarter, please select a different quarter.
33.84%
Below half of ENPH's -0.44%. Michael Burry sees a potential red flag for stagnation or capital shortage.
72.47%
Less than half of ENPH's -19.91%. David Dodd sees a more disciplined AP approach or lower volume.
-64.87%
Less than half of ENPH's 1.36%. David Dodd sees much smaller short-term leverage burden vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
816.03%
≥ 1.5x ENPH's 83.11%. David Dodd sees stronger subscription/prepayment demand.
0.86%
Less than half of ENPH's -83.09%. David Dodd sees fewer expansions in other current obligations.
90.44%
Above 1.5x ENPH's 16.32%. Michael Burry sees a red flag for liquidity risk vs. competitor.
-26.23%
Less than half of ENPH's 0.07%. David Dodd sees more deleveraging vs. competitor.
-3.57%
Similar yoy to ENPH's -3.45%. Walter Schloss finds parallel extended booking approaches.
No Data
No Data available this quarter, please select a different quarter.
36.62%
Above 1.5x ENPH's 1.25%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-22.19%
Above 1.5x ENPH's -0.50%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
No Data available this quarter, please select a different quarter.
-3.45%
Less than half of ENPH's 3.59%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
10.25%
Below half ENPH's -133.69%. Michael Burry suspects major net losses or high dividends vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
31.65%
Below half ENPH's -10.56%. Michael Burry sees potential underperformance in building shareholder capital.
33.84%
Below half ENPH's -0.44%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-24.35%
Less than half of ENPH's 0.13%. David Dodd sees less overall debt expansion vs. competitor.
13.73%
Less than half of ENPH's -10.58%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
