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.
-33.18%
Cash & equivalents declining -33.18% while SEDG's grows 42.64%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-100.00%
Short-term investments yoy growth ≥ 1.5x SEDG's -14.99%. David Dodd would see a more robust near-cash position, but confirm efficient allocation.
-40.04%
Below half of SEDG's 20.51%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
58.28%
Receivables growth less than half of SEDG's -9.87%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-15.35%
Similar inventory growth to SEDG's -16.85%. Walter Schloss notes comparable inventory strategies or sector norms.
-43.40%
Other current assets growth < half of SEDG's 1.62%. David Dodd sees a leaner approach to short-term items.
-9.26%
≥ 1.5x SEDG's -0.89%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-4.95%
1.25-1.5x SEDG's -4.26%. Bruce Berkowitz notes a significant push to expand capacity faster than competitor.
0.10%
Less than half of SEDG's 5.59%. David Dodd might see less intangible risk, assuming stable revenue growth.
-11.47%
Above 1.5x SEDG's -4.92%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-1.60%
Less than half of SEDG's 3.97%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
20.10%
Below half of SEDG's -58.13%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
No Data available this quarter, please select a different quarter.
8.02%
Less than half of SEDG's 86.14%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
1.89%
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.
-3.92%
≥ 1.5x SEDG's -1.38%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
13.18%
Less than half of SEDG's 31.96%. David Dodd sees a more disciplined AP approach or lower volume.
-23.96%
Less than half of SEDG's 0.12%. David Dodd sees much smaller short-term leverage burden vs. competitor.
65.52%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
0.40%
Below half of SEDG's -51.40%. Michael Burry suspects a big gap in pre-sales traction.
19.98%
Less than half of SEDG's 198.69%. David Dodd sees fewer expansions in other current obligations.
-7.05%
Less than half of SEDG's 4.34%. David Dodd sees a more disciplined short-term liability approach.
12.60%
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.
3.74%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to SEDG's zero value, indicating worse performance.
4.56%
Less than half of SEDG's -1.02%. David Dodd notes more conservative expansions in non-current obligations.
9.24%
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.
-0.04%
Less than half of SEDG's 2.40%. David Dodd sees far fewer liability expansions relative to competitor.
1.01%
Higher Common Stock (Book Value) Growth compared to SEDG's zero value, indicating worse performance.
-240.24%
≥ 1.5x SEDG's -11.07%. David Dodd sees higher yoy retained profits than competitor.
-4.28%
Less than half of SEDG's 22.43%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-8.29%
0.5-0.75x SEDG's -13.63%. Martin Whitman is wary of lagging equity growth vs. competitor.
-3.92%
≥ 1.5x SEDG's -1.38%. David Dodd sees faster overall balance sheet growth than competitor.
-6.22%
Below half SEDG's -22.80%. Michael Burry suspects major underinvestment or forced divestment.
-4.16%
Above 1.5x SEDG's -1.66%. Michael Burry sees a major jump. Investigate leverage rationale.
17.78%
Less than half of SEDG's -51.50%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
