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.
-8.92%
Cash & equivalents declining -8.92% while SEDG's grows 14.57%. 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.
-8.92%
Below half of SEDG's 12.61%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-20.67%
Receivables growth less than half of SEDG's 11.58%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
6.59%
Inventory growth below half of SEDG's -9.57%. David Dodd would check if that's due to efficiency or supply constraints.
-30.33%
Other current assets growth < half of SEDG's -95.54%. David Dodd sees a leaner approach to short-term items.
-13.84%
Below half of SEDG's 8.73%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
4.27%
0.75-0.9x SEDG's 5.01%. Bill Ackman questions if competitor invests more heavily in future capacity.
No Data
No Data available this quarter, please select a different quarter.
-7.13%
Less than half of SEDG's -44.80%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-7.13%
Less than half of SEDG's -44.80%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
25.35%
≥ 1.5x SEDG's 1.43%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
No Data
No Data available this quarter, please select a different quarter.
-5.90%
Less than half of SEDG's -103.06%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
0.91%
Below half of SEDG's 3.01%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-5.27%
Below half of SEDG's 7.59%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-18.99%
Less than half of SEDG's 28.64%. David Dodd sees a more disciplined AP approach or lower volume.
11.54%
Higher Short-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
-16.89%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
-42.59%
Both SEDG and the company show zero Deferred Revenue (Current) Growth.
-5.52%
Less than half of SEDG's -39.47%. David Dodd sees fewer expansions in other current obligations.
-25.22%
Less than half of SEDG's 11.54%. David Dodd sees a more disciplined short-term liability approach.
3.24%
Higher Long-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
90275.17%
Higher Non-Current Deferred Revenue Growth compared to SEDG's zero value, indicating better performance.
100.00%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to SEDG's zero value, indicating worse performance.
-38.60%
Higher Other Non-Current Liabilities Growth compared to SEDG's zero value, indicating worse performance.
8.14%
Higher Total Non-Current Liabilities Growth compared to SEDG's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
-2.63%
Less than half of SEDG's 112.44%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-14.76%
Below half SEDG's 78.75%. Michael Burry suspects major net losses or high dividends vs. competitor.
-40.16%
Less than half of SEDG's 92.28%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-17.87%
Below half SEDG's 6.39%. Michael Burry sees potential underperformance in building shareholder capital.
-5.27%
Below half SEDG's 27.20%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-9.89%
Below half SEDG's 6.71%. Michael Burry suspects major underinvestment or forced divestment.
21.24%
Higher Total Debt Growth compared to SEDG's zero value, indicating worse performance.
10.46%
Less than half of SEDG's -14.57%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
