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.
-4.91%
Cash & equivalents declining -4.91% while SEDG's grows 15.45%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
-4.51%
Short-term investments yoy growth below half of SEDG's 19.01%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
-4.81%
Below half of SEDG's 16.27%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
5.03%
Receivables growth less than half of SEDG's 15.26%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
38.80%
Inventory growth 1.25-1.5x SEDG's 29.90%. Martin Whitman worries about slower turnover or potential markdown risk.
8.06%
Similar to SEDG's 7.54%. Walter Schloss would confirm standard short-term asset patterns.
6.57%
Below half of SEDG's 18.27%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
5.22%
0.5-0.75x SEDG's 9.52%. Martin Whitman might see a risk of falling behind in asset investment or shifting strategy.
No Data
No Data available this quarter, please select a different quarter.
-0.49%
Less than half of SEDG's -56.94%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-0.08%
Less than half of SEDG's -67.05%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
6.09%
Below half of SEDG's -6.28%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
-13.32%
Less than half of SEDG's 15.38%. David Dodd sees fewer tax deferrals or losses, indicating stronger profitability vs. competitor.
-14.17%
Less than half of SEDG's 20.26%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-2.97%
0.5-0.75x SEDG's -5.89%. Martin Whitman wonders if there's insufficient reinvestment vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
3.64%
Below half of SEDG's 9.28%. Michael Burry sees a potential red flag for stagnation or capital shortage.
24.77%
50-75% of SEDG's 47.59%. Bruce Berkowitz notes the company is paying suppliers faster or not stretching terms as competitor does.
18.83%
Higher Short-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
-4.04%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
3.75%
Below half of SEDG's -16.48%. Michael Burry suspects a big gap in pre-sales traction.
176.91%
Exceeding 1.5x SEDG's 13.20%. Michael Burry suspects ballooning short-term obligations vs. competitor.
15.38%
50-75% of SEDG's 28.11%. Bruce Berkowitz notes the firm keeps current liabilities growth relatively low.
-99.58%
Less than half of SEDG's 0.12%. David Dodd sees more deleveraging vs. competitor.
-100.00%
Below half SEDG's 5.72%. Michael Burry suspects a serious gap in multi-year pipeline.
-100.00%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to SEDG's zero value, indicating worse performance.
61.51%
Above 1.5x SEDG's 12.23%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-35.98%
Less than half of SEDG's 3.71%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
4.65%
Less than half of SEDG's 12.86%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
0.37%
Below half SEDG's 2.88%. Michael Burry suspects major net losses or high dividends vs. competitor.
4.24%
Less than half of SEDG's 43.00%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
3.09%
0.5-0.75x SEDG's 6.05%. Martin Whitman is wary of lagging equity growth vs. competitor.
3.64%
Below half SEDG's 9.28%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
-1.79%
≥ 1.5x SEDG's -0.53%. David Dodd sees far stronger investment expansions than competitor.
1.70%
Above 1.5x SEDG's 0.18%. Michael Burry sees a major jump. Investigate leverage rationale.
18.82%
Less than half of SEDG's -196.64%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
