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.
-13.99%
Both companies show declining cash positions (-13.99% vs SEDG's -10.10%). 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.
-13.99%
Cash + STI yoy ≥ 1.5x SEDG's -0.13%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
5.46%
Receivables growth less than half of SEDG's 27.93%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
3.93%
Similar inventory growth to SEDG's 5.06%. Walter Schloss notes comparable inventory strategies or sector norms.
13.83%
Above 1.5x SEDG's 1.66%. Michael Burry might investigate for potential short-term asset misclassification or risk.
0.44%
Below half of SEDG's 6.43%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
0.63%
Below half SEDG's 7.13%. 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.
-30.55%
Higher Intangible Assets Growth compared to SEDG's zero value, indicating worse performance.
-30.55%
Higher Goodwill + Intangibles Growth compared to SEDG's zero value, indicating worse performance.
40.76%
≥ 1.5x SEDG's 18.68%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
No Data
No Data available this quarter, please select a different quarter.
2.92%
Less than half of SEDG's 15.90%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
2.75%
Below half of SEDG's 17.55%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
1.83%
Below half of SEDG's 8.80%. Michael Burry sees a potential red flag for stagnation or capital shortage.
2.39%
Similar yoy growth to SEDG's 2.27%. Walter Schloss sees parallel payables strategy. Check top-line correlation.
13.22%
Higher Short-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
4.38%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
3.80%
Below half of SEDG's 70.09%. Michael Burry suspects a big gap in pre-sales traction.
-2.12%
Less than half of SEDG's 17.10%. David Dodd sees fewer expansions in other current obligations.
3.30%
Less than half of SEDG's 7.91%. David Dodd sees a more disciplined short-term liability approach.
10.00%
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.
-44.94%
Above 1.5x SEDG's -3.48%. Michael Burry suspects a looming risk from large additions to LT liabilities.
6.40%
Above 1.5x SEDG's 1.87%. 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.
5.14%
Similar yoy to SEDG's 4.99%. Walter Schloss sees parallel expansions in total liabilities.
No Data
No Data available this quarter, please select a different quarter.
-4.02%
Below half SEDG's 34.43%. Michael Burry suspects major net losses or high dividends vs. competitor.
-114.86%
Less than half of SEDG's 13.62%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-260.56%
Below half SEDG's 11.15%. Michael Burry sees potential underperformance in building shareholder capital.
1.83%
Below half SEDG's 8.80%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
38.00%
≥ 1.5x SEDG's 16.88%. David Dodd sees far stronger investment expansions than competitor.
48.51%
Higher Total Debt Growth compared to SEDG's zero value, indicating worse performance.
11.71%
1.1-1.25x SEDG's 10.10%. Bill Ackman questions if net debt is increasing faster than competitor.
