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.
3.57%
Cash & equivalents yoy growth 0.5-0.75x SEDG's 7.06%. Martin Whitman would worry if slower accumulation signals weaker operations or bigger outflows.
No Data
No Data available this quarter, please select a different quarter.
3.57%
Cash + STI yoy 0.5-0.75x SEDG's 7.06%. Martin Whitman would worry about lagging short-term reserves. Confirm debt coverage.
-21.43%
Receivables growth less than half of SEDG's 34.15%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
2.59%
Inventory growth below half of SEDG's 14.61%. David Dodd would check if that's due to efficiency or supply constraints.
67.17%
Other current assets growth 50-75% of SEDG's 130.13%. Bruce Berkowitz notes fewer expansions. Possibly simpler working capital.
5.37%
0.75-0.9x SEDG's 6.10%. Bill Ackman would ask if competitor is building short-term resources more aggressively.
8.97%
Below half SEDG's 23.64%. 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.
-3.70%
Higher Intangible Assets Growth compared to SEDG's zero value, indicating worse performance.
-1.63%
Higher Goodwill + Intangibles Growth compared to SEDG's zero value, indicating worse performance.
30.60%
Higher Long-Term Investments Growth compared to SEDG's zero value, indicating better performance.
No Data
No Data available this quarter, please select a different quarter.
-4.82%
Less than half of SEDG's 39.21%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
6.60%
Below half of SEDG's 24.12%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
5.98%
0.75-0.9x SEDG's 6.88%. Bill Ackman questions if competitor invests more aggressively for growth.
-1.19%
Less than half of SEDG's 122.68%. David Dodd sees a more disciplined AP approach or lower volume.
-33.27%
Higher Short-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
6.57%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
1.93%
Below half of SEDG's 52.64%. Michael Burry suspects a big gap in pre-sales traction.
0.26%
Less than half of SEDG's 40.13%. David Dodd sees fewer expansions in other current obligations.
33.14%
Above 1.5x SEDG's 2.08%. Michael Burry sees a red flag for liquidity risk vs. competitor.
-7.13%
Higher Long-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
-1.28%
Below half SEDG's 18.50%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
-10.94%
Above 1.5x SEDG's -0.78%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-4.78%
Less than half of SEDG's 3.44%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
7.70%
Above 1.5x SEDG's 2.40%. Michael Burry sees a potential leverage warning sign.
2.26%
Higher Common Stock (Book Value) Growth compared to SEDG's zero value, indicating worse performance.
1.14%
Below half SEDG's 7.17%. Michael Burry suspects major net losses or high dividends vs. competitor.
28.58%
Above 1.5x SEDG's 15.59%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
No Data available this quarter, please select a different quarter.
2.55%
Below half SEDG's 10.90%. Michael Burry sees potential underperformance in building shareholder capital.
5.98%
0.75-0.9x SEDG's 6.88%. Bill Ackman wonders if competitor invests or leverages more aggressively.
30.26%
Higher Total Investments Growth compared to SEDG's zero value, indicating better performance.
-4.55%
Higher Total Debt Growth compared to SEDG's zero value, indicating worse performance.
-13.61%
Above 1.5x SEDG's -7.06%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
