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.
21.31%
Cash & equivalents yoy growth below half of SEDG's 42.64%. Michael Burry would question if the firm faces a liquidity squeeze. Check for rising debts or negative cash flow.
No Data
No Data available this quarter, please select a different quarter.
21.31%
Similar yoy growth to SEDG's 20.51%. Walter Schloss would note comparable liquidity expansions. Examine capital usage strategies.
-21.42%
Receivables growth above 1.5x SEDG's -9.87%. Michael Burry would check for potential credit bubble or inflated top-line.
-28.44%
Inventory growth above 1.5x SEDG's -16.85%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-7.28%
Other current assets growth < half of SEDG's 1.62%. David Dodd sees a leaner approach to short-term items.
-0.16%
Below half of SEDG's -0.89%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
17.55%
Below half SEDG's -4.26%. 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.
-57.70%
Above 1.5x SEDG's -4.92%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-57.70%
Less than half of SEDG's 3.97%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-4.91%
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.
9.34%
Less than half of SEDG's 86.14%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
12.05%
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.
4.63%
Below half of SEDG's -1.38%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-0.85%
Less than half of SEDG's 31.96%. David Dodd sees a more disciplined AP approach or lower volume.
-94.97%
Less than half of SEDG's 0.12%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-38.52%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
2342.95%
Below half of SEDG's -51.40%. Michael Burry suspects a big gap in pre-sales traction.
-59.87%
Less than half of SEDG's 198.69%. David Dodd sees fewer expansions in other current obligations.
-7.53%
Less than half of SEDG's 4.34%. David Dodd sees a more disciplined short-term liability approach.
52.10%
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.
17.70%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to SEDG's zero value, indicating worse performance.
-65.74%
Above 1.5x SEDG's -1.02%. Michael Burry suspects a looming risk from large additions to LT liabilities.
34.19%
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.
13.26%
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.
-19.12%
≥ 1.5x SEDG's -11.07%. David Dodd sees higher yoy retained profits than competitor.
25.46%
1.1-1.25x SEDG's 22.43%. Bill Ackman questions if the firm has more exposure to market fluctuations.
No Data
No Data available this quarter, please select a different quarter.
-11.33%
0.75-0.9x SEDG's -13.63%. Bill Ackman wonders if competitor is growing equity faster.
4.63%
Below half SEDG's -1.38%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-4.91%
Below half SEDG's -22.80%. Michael Burry suspects major underinvestment or forced divestment.
4.61%
Less than half of SEDG's -1.66%. David Dodd sees less overall debt expansion vs. competitor.
-9.38%
Less than half of SEDG's -51.50%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
