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.
-40.03%
Cash & equivalents declining -40.03% while SEDG's grows 20.62%. 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.
-40.03%
Below half of SEDG's 7.36%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
-10.00%
Receivables growth 1.25-1.5x SEDG's -7.12%. Martin Whitman would worry that the company may be booking revenue too aggressively.
8.52%
Inventory growth 1.25-1.5x SEDG's 6.56%. Martin Whitman worries about slower turnover or potential markdown risk.
485.53%
Other current assets growth < half of SEDG's -72.46%. David Dodd sees a leaner approach to short-term items.
38.78%
≥ 1.5x SEDG's 5.94%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-44.22%
Below half SEDG's 37.29%. 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.
-13.70%
Less than half of SEDG's 360.27%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-13.70%
Less than half of SEDG's 188.12%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
39.60%
Below half of SEDG's -22.90%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
No Data available this quarter, please select a different quarter.
-33.60%
Less than half of SEDG's 123.65%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-36.07%
Below half of SEDG's 59.98%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-1.91%
Below half of SEDG's 22.03%. Michael Burry sees a potential red flag for stagnation or capital shortage.
6.66%
Less than half of SEDG's -15.77%. David Dodd sees a more disciplined AP approach or lower volume.
25.62%
Above 1.5x SEDG's 3.57%. Michael Burry sees a major discrepancy in short-term leverage. Check coverage and liquidity carefully.
-3.59%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
-100.00%
≥ 1.5x SEDG's -5.74%. David Dodd sees stronger subscription/prepayment demand.
724.61%
Exceeding 1.5x SEDG's 48.12%. Michael Burry suspects ballooning short-term obligations vs. competitor.
84.37%
Above 1.5x SEDG's 9.90%. Michael Burry sees a red flag for liquidity risk vs. competitor.
3.67%
Less than half of SEDG's 100.26%. David Dodd sees more deleveraging vs. competitor.
-100.00%
Below half SEDG's 8.85%. Michael Burry suspects a serious gap in multi-year pipeline.
No Data
No Data available this quarter, please select a different quarter.
54.76%
Above 1.5x SEDG's 22.07%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-31.61%
Less than half of SEDG's 37.68%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
1.07%
Less than half of SEDG's 21.76%. David Dodd sees far fewer liability expansions relative to competitor.
0.71%
Higher Common Stock (Book Value) Growth compared to SEDG's zero value, indicating worse performance.
-3.25%
Below half SEDG's 9.95%. Michael Burry suspects major net losses or high dividends vs. competitor.
2.39%
Less than half of SEDG's -132.82%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-37.24%
Below half SEDG's 11.36%. Michael Burry sees potential underperformance in building shareholder capital.
-1.91%
Below half SEDG's 22.03%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
39.60%
Below half SEDG's -15.99%. Michael Burry suspects major underinvestment or forced divestment.
7.93%
Less than half of SEDG's 187.16%. David Dodd sees less overall debt expansion vs. competitor.
-33.10%
Above 1.5x SEDG's -0.60%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
