1.52 - 1.58
1.19 - 3.37
354.5K / 984.1K (Avg.)
-1.64 | -0.94
Steady, sustainable growth is a hallmark of high-quality businesses. Value investors watch these metrics to confirm that the company's fundamental performance aligns with—or outpaces—its current market valuation.
39.22%
Revenue growth 1.25-1.5x SEDG's 31.87%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
64.11%
Gross profit growth at 75-90% of SEDG's 83.23%. Bill Ackman would demand operational improvements to match competitor gains.
165.49%
EBIT growth above 1.5x SEDG's 100.00%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
49.95%
Positive operating income growth while SEDG is negative. John Neff might view this as a competitive edge in operations.
245.39%
Positive net income growth while SEDG is negative. John Neff might see a big relative performance advantage.
325.00%
EPS growth above 1.5x SEDG's 200.00%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
316.67%
Diluted EPS growth above 1.5x SEDG's 200.00%. David Dodd would see if there's a robust moat protecting these shareholder gains.
8.51%
Slight or no buybacks while SEDG is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
17.51%
Slight or no buyback while SEDG is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.
No Data
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105.32%
Positive OCF growth while SEDG is negative. John Neff would see this as a clear operational advantage vs. the competitor.
53.59%
Positive FCF growth while SEDG is negative. John Neff would see a strong competitive edge in net cash generation.
251.78%
Positive 10Y revenue/share CAGR while SEDG is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.
251.78%
Positive 5Y CAGR while SEDG is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
283.50%
Positive 3Y CAGR while SEDG is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
-97.12%
Both show negative 10Y OCF/share CAGR. Martin Whitman would question if the entire market or product set is shrinking or too capital-intensive.
-97.12%
Both show negative mid-term OCF/share growth. Martin Whitman might suspect a challenged environment or large capital demands for both.
-56.68%
Both face negative short-term OCF/share growth. Martin Whitman would suspect macro or cyclical issues hitting them both.
143.82%
Positive 10Y CAGR while SEDG is negative. John Neff might see a substantial advantage in bottom-line trajectory.
143.82%
Positive 5Y CAGR while SEDG is negative. John Neff might view this as a strong mid-term relative advantage.
87.49%
Positive short-term CAGR while SEDG is negative. John Neff would see a clear advantage in near-term profit trajectory.
No Data
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99.40%
Positive short-term equity growth while SEDG is negative. John Neff sees a strong advantage in near-term net worth buildup.
No Data
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No Data
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No Data
No Data available this quarter, please select a different quarter.
96.93%
Our AR growth while SEDG is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.
-23.39%
Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.
16.24%
Positive asset growth while SEDG is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
7.98%
Positive BV/share change while SEDG is negative. John Neff sees a clear edge over a competitor losing equity.
43.10%
We have some new debt while SEDG reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
-13.03%
Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.
0.79%
We expand SG&A while SEDG cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.