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.
30.45%
Cash & equivalents yoy growth 0.5-0.75x SEDG's 42.64%. Martin Whitman would worry if slower accumulation signals weaker operations or bigger outflows.
49.22%
Short-term investments yoy growth below half of SEDG's -14.99%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
29.53%
Cash + STI yoy 1.25-1.5x SEDG's 20.51%. Bruce Berkowitz would check if the firm is preparing for expansions or simply hoarding.
-11.89%
Receivables growth 1.1-1.25x SEDG's -9.87%. Bill Ackman would demand reasons for extending more credit than the competitor.
-15.43%
Similar inventory growth to SEDG's -16.85%. Walter Schloss notes comparable inventory strategies or sector norms.
-56.56%
Other current assets growth < half of SEDG's 1.62%. David Dodd sees a leaner approach to short-term items.
3.73%
Below half of SEDG's -0.89%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-1.88%
Below half SEDG's -4.26%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
-0.08%
Less than half of SEDG's 5.59%. David Dodd might see less intangible risk, assuming stable revenue growth.
-14.22%
Above 1.5x SEDG's -4.92%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-1.89%
Less than half of SEDG's 3.97%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-0.09%
Below half of SEDG's -58.13%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-96.19%
Higher Tax Assets Growth compared to SEDG's zero value, indicating worse performance.
20.91%
Less than half of SEDG's 86.14%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
2.45%
Below half of SEDG's -3.17%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
3.05%
Below half of SEDG's -1.38%. Michael Burry sees a potential red flag for stagnation or capital shortage.
0.92%
Less than half of SEDG's 31.96%. David Dodd sees a more disciplined AP approach or lower volume.
10.11%
Above 1.5x SEDG's 0.12%. Michael Burry sees a major discrepancy in short-term leverage. Check coverage and liquidity carefully.
-26.82%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
81.55%
Less than half of SEDG's 198.69%. David Dodd sees fewer expansions in other current obligations.
-5.73%
Less than half of SEDG's 4.34%. David Dodd sees a more disciplined short-term liability approach.
8.89%
Above 1.5x SEDG's 0.12%. Michael Burry suspects significant leverage additions. Check coverage.
No Data
No Data available this quarter, please select a different quarter.
-28.42%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to SEDG's zero value, indicating worse performance.
40.74%
Less than half of SEDG's -1.02%. David Dodd notes more conservative expansions in non-current obligations.
13.02%
Above 1.5x SEDG's 0.41%. 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.
4.59%
Above 1.5x SEDG's 2.40%. Michael Burry sees a potential leverage warning sign.
No Data
No Data available this quarter, please select a different quarter.
-204.08%
≥ 1.5x SEDG's -11.07%. David Dodd sees higher yoy retained profits than 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.
1.68%
Below half SEDG's -13.63%. Michael Burry sees potential underperformance in building shareholder capital.
3.05%
Below half SEDG's -1.38%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-6.96%
Below half SEDG's -22.80%. Michael Burry suspects major underinvestment or forced divestment.
9.12%
Less than half of SEDG's -1.66%. David Dodd sees less overall debt expansion vs. competitor.
-31.52%
50-75% of SEDG's -51.50%. Bruce Berkowitz notes comparatively lower net debt expansion.
