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.
-8.45%
Both companies show declining cash positions (-8.45% vs SEDG's -17.17%). 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.
131.34%
Below half of SEDG's -15.82%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
7.32%
Receivables growth less than half of SEDG's -16.49%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
9.55%
Inventory growth above 1.5x SEDG's 2.51%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-18.88%
Higher Other Current Assets Growth compared to SEDG's zero value, indicating worse performance.
39.39%
Below half of SEDG's -7.81%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
4.37%
≥ 1.5x SEDG's 2.03%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
No Data available this quarter, please select a different quarter.
-57.25%
Above 1.5x SEDG's -5.34%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-57.25%
Above 1.5x SEDG's -4.55%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
-59.23%
Below half of SEDG's 99.97%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
No Data available this quarter, please select a different quarter.
1.08%
Less than half of SEDG's 207.73%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-42.40%
Below half of SEDG's 22.53%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-3.14%
Below half of SEDG's 1.13%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-5.73%
Less than half of SEDG's -24.68%. David Dodd sees a more disciplined AP approach or lower volume.
0.82%
Less than half of SEDG's -4.02%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-11.21%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
-16.62%
1.25-1.5x SEDG's -14.54%. Bruce Berkowitz checks if there's a competitive advantage in forward billing.
-19.55%
Less than half of SEDG's 104.34%. David Dodd sees fewer expansions in other current obligations.
-5.48%
50-75% of SEDG's -8.80%. Bruce Berkowitz notes the firm keeps current liabilities growth relatively low.
6.33%
Similar yoy to SEDG's 6.65%. Walter Schloss sees parallel approaches to long-term financing.
-3.52%
Below half SEDG's 5.89%. Michael Burry suspects a serious gap in multi-year pipeline.
-20.77%
Less than half of SEDG's -100.00%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-0.87%
Less than half of SEDG's 15.80%. David Dodd notes more conservative expansions in non-current obligations.
3.23%
50-75% of SEDG's 5.65%. Bruce Berkowitz notes a smaller yoy liability buildup than competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.49%
Less than half of SEDG's 0.99%. David Dodd sees far fewer liability expansions relative to competitor.
1.18%
Higher Common Stock (Book Value) Growth compared to SEDG's zero value, indicating worse performance.
-2.30%
Below half SEDG's 6.90%. Michael Burry suspects major net losses or high dividends vs. competitor.
1.11%
Less than half of SEDG's -275.29%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-11.01%
Below half SEDG's 1.30%. Michael Burry sees potential underperformance in building shareholder capital.
-3.14%
Below half SEDG's 1.13%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-7.16%
Below half SEDG's 35.97%. Michael Burry suspects major underinvestment or forced divestment.
4.40%
Similar yoy changes to SEDG's 4.61%. Walter Schloss notes parallel total debt strategies.
10.91%
Less than half of SEDG's 104.86%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
