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.
2.97%
Cash & equivalents yoy growth below half of SEDG's 21.13%. Michael Burry would question if the firm faces a liquidity squeeze. Check for rising debts or negative cash flow.
No Data
No Data available this quarter, please select a different quarter.
2.97%
Cash + STI yoy ≥ 1.5x SEDG's 1.35%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-37.90%
Receivables growth less than half of SEDG's 9.68%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-26.69%
Inventory growth above 1.5x SEDG's -2.84%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
38.35%
Other current assets growth < half of SEDG's -37.76%. David Dodd sees a leaner approach to short-term items.
-23.21%
≥ 1.5x SEDG's -3.21%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-3.64%
≥ 1.5x SEDG's -2.34%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
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No Data
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No Data
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0.24%
Below half of SEDG's -48.08%. Michael Burry sees possible underinvestment in long-term assets. Verify capital constraints.
No Data
No Data available this quarter, please select a different quarter.
No Data
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-2.02%
Below half of SEDG's -10.42%. Michael Burry might suspect stagnation or lack of resources for expansions.
-100.00%
Higher Other Assets Growth compared to SEDG's zero value, indicating worse performance.
-18.26%
≥ 1.5x SEDG's -5.25%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
4.51%
Less than half of SEDG's -21.58%. David Dodd sees a more disciplined AP approach or lower volume.
-2.39%
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.
-25.82%
1.25-1.5x SEDG's -21.13%. Bruce Berkowitz checks if there's a competitive advantage in forward billing.
-7.59%
Similar yoy changes to SEDG's -10.10%. Walter Schloss finds parallel near-term liability trends.
-3.23%
Less than half of SEDG's -13.97%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
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45.45%
Less than half of SEDG's -0.37%. David Dodd notes more conservative expansions in non-current obligations.
36.18%
Above 1.5x SEDG's 0.62%. 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.
-0.45%
Less than half of SEDG's -4.37%. David Dodd sees far fewer liability expansions relative to competitor.
85.71%
Higher Common Stock (Book Value) Growth compared to SEDG's zero value, indicating worse performance.
-4.36%
Below half SEDG's -21.07%. Michael Burry suspects major net losses or high dividends vs. competitor.
68.37%
Less than half of SEDG's -17.02%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
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-8.10%
1.25-1.5x SEDG's -6.00%. Bruce Berkowitz notes an above-average equity expansion.
-18.26%
≥ 1.5x SEDG's -5.25%. David Dodd sees faster overall balance sheet growth than competitor.
No Data
No Data available this quarter, please select a different quarter.
-2.59%
Above 1.5x SEDG's -0.05%. Michael Burry sees a major jump. Investigate leverage rationale.
-2.73%
Less than half of SEDG's -8.86%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
