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.
-1.53%
Both companies show declining cash positions (-1.53% vs SEDG's -6.40%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
No Data
No Data available this quarter, please select a different quarter.
-1.53%
Below half of SEDG's 12.53%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
3.38%
Receivables growth less than half of SEDG's -7.35%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
3.89%
Similar inventory growth to SEDG's 3.71%. Walter Schloss notes comparable inventory strategies or sector norms.
4.89%
Other current assets growth < half of SEDG's 16.02%. David Dodd sees a leaner approach to short-term items.
1.23%
Below half of SEDG's 7.85%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-26.28%
Below half SEDG's 12.05%. 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.
-11.20%
Higher Intangible Assets Growth compared to SEDG's zero value, indicating worse performance.
-11.20%
Higher Goodwill + Intangibles Growth compared to SEDG's zero value, indicating worse performance.
-82.47%
≥ 1.5x SEDG's -2.72%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
No Data
No Data available this quarter, please select a different quarter.
6.48%
Less than half of SEDG's 21.47%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-28.23%
Below half of SEDG's 4.26%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-18.85%
Below half of SEDG's 7.06%. Michael Burry sees a potential red flag for stagnation or capital shortage.
4.67%
Less than half of SEDG's -1.78%. David Dodd sees a more disciplined AP approach or lower volume.
-83.81%
Higher Short-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
-1.71%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
6.46%
Below half of SEDG's 13.19%. Michael Burry suspects a big gap in pre-sales traction.
7.91%
1.25-1.5x SEDG's 6.24%. Martin Whitman sees a potentially higher near-term liability load.
-27.83%
Above 1.5x SEDG's -2.92%. Michael Burry sees a red flag for liquidity risk vs. competitor.
2.60%
Higher Long-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-7.51%
Less than half of SEDG's 6.49%. David Dodd notes more conservative expansions in non-current obligations.
0.27%
Less than half of SEDG's 8.76%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-8.24%
Less than half of SEDG's 2.40%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-25.03%
Below half SEDG's 35.28%. Michael Burry suspects major net losses or high dividends vs. competitor.
-86.85%
Above 1.5x SEDG's -0.26%. 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.
-92.70%
Below half SEDG's 10.15%. Michael Burry sees potential underperformance in building shareholder capital.
-18.85%
Below half SEDG's 7.06%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-82.47%
Below half SEDG's 30.15%. Michael Burry suspects major underinvestment or forced divestment.
-16.71%
Higher Total Debt Growth compared to SEDG's zero value, indicating worse performance.
-13.87%
Less than half of SEDG's 6.40%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
