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.
-98.00%
Both companies show declining cash positions (-98.00% vs SEDG's -36.71%). 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.
-98.00%
Cash + STI yoy ≥ 1.5x SEDG's -20.86%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-90.27%
Receivables growth above 1.5x SEDG's -35.03%. Michael Burry would check for potential credit bubble or inflated top-line.
-98.94%
Inventory growth below half of SEDG's 7.32%. David Dodd would check if that's due to efficiency or supply constraints.
-99.74%
Above 1.5x SEDG's -6.20%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-96.23%
≥ 1.5x SEDG's -9.54%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-96.88%
≥ 1.5x SEDG's -2.07%. David Dodd sees more aggressive capex. Confirm it's not overspending.
-100.00%
Above 1.5x SEDG's -3.55%. Michael Burry warns of potential big write-downs if synergy fails.
-100.00%
Above 1.5x SEDG's -6.53%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-100.00%
Above 1.5x SEDG's -4.89%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
-57.97%
≥ 1.5x SEDG's -31.55%. David Dodd sees an aggressive push into LT investments. Confirm risk management.
No Data
No Data available this quarter, please select a different quarter.
-99.90%
Less than half of SEDG's 5.51%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-98.15%
≥ 1.5x SEDG's -8.23%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
No Data available this quarter, please select a different quarter.
-96.97%
≥ 1.5x SEDG's -9.17%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-95.23%
Above 1.5x SEDG's -55.65%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
-79.61%
Higher Short-Term Debt Growth compared to SEDG's zero value, indicating worse performance.
-0.11%
Higher Tax Payables Growth compared to SEDG's zero value, indicating worse performance.
-98.69%
≥ 1.5x SEDG's -11.64%. David Dodd sees stronger subscription/prepayment demand.
-87.37%
Exceeding 1.5x SEDG's -2.73%. Michael Burry suspects ballooning short-term obligations vs. competitor.
-86.76%
Above 1.5x SEDG's -26.24%. Michael Burry sees a red flag for liquidity risk vs. competitor.
-100.00%
Less than half of SEDG's 0.12%. David Dodd sees more deleveraging vs. competitor.
-90.00%
Below half SEDG's 1.83%. Michael Burry suspects a serious gap in multi-year pipeline.
-100.00%
Less than half of SEDG's 393.30%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-92.54%
Above 1.5x SEDG's -4.11%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-94.32%
Above 1.5x SEDG's -1.19%. 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.
-87.90%
Above 1.5x SEDG's -11.47%. Michael Burry sees a potential leverage warning sign.
-96.00%
Higher Common Stock (Book Value) Growth compared to SEDG's zero value, indicating worse performance.
84.37%
Below half SEDG's -20.22%. Michael Burry suspects major net losses or high dividends vs. competitor.
-31.47%
50-75% of SEDG's -42.07%. Bruce Berkowitz notes relatively lower AOCI expansions.
-100.00%
Higher Other Stockholders' Equity Items Growth compared to SEDG's zero value, indicating worse performance.
-127.83%
≥ 1.5x SEDG's -7.10%. David Dodd sees stronger capital base growth than competitor.
-96.97%
≥ 1.5x SEDG's -9.17%. David Dodd sees faster overall balance sheet growth than competitor.
-100.00%
Below half SEDG's 43.95%. Michael Burry suspects major underinvestment or forced divestment.
-81.21%
Above 1.5x SEDG's -0.79%. Michael Burry sees a major jump. Investigate leverage rationale.
-76.03%
Less than half of SEDG's 29.85%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
