Bloom Energy Corp (BE)vsHayward Holdings Inc (HAYW)
BE
Bloom Energy Corp
$150.22
+2.98%
INDUSTRIALS · Cap: $40.93B
HAYW
Hayward Holdings Inc
$13.93
+0.43%
INDUSTRIALS · Cap: $3.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Bloom Energy Corp generates 80% more annual revenue ($2.02B vs $1.12B). HAYW leads profitability with a 13.5% profit margin vs -4.4%. HAYW appears more attractively valued with a PEG of 1.57. HAYW earns a higher WallStSmart Score of 67/100 (B-).
BE
Hold35
out of 100
Grade: F
HAYW
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BE.
Margin of Safety
+45.2%
Fair Value
$30.84
Current Price
$13.93
$16.91 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 35.9% year-over-year
Reasonable price relative to book value
Strong operational efficiency at 26.0%
Earnings expanding 24.1% YoY
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Trading at 54.6x book value
ROE of -12.7% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : BE
The strongest argument for BE centers on Revenue Growth. Revenue growth of 35.9% demonstrates continued momentum.
Bull Case : HAYW
The strongest argument for HAYW centers on Price/Book, Operating Margin, EPS Growth.
Bear Case : BE
The primary concerns for BE are Piotroski F-Score, PEG Ratio, Price/Book.
Bear Case : HAYW
The primary concerns for HAYW are PEG Ratio, Altman Z-Score, Free Cash Flow.
Key Dynamics to Monitor
BE profiles as a hypergrowth stock while HAYW is a value play — different risk/reward profiles.
BE carries more volatility with a beta of 3.18 — expect wider price swings.
BE is growing revenue faster at 35.9% — sustainability is the question.
BE generates stronger free cash flow (398M), providing more financial flexibility.
Bottom Line
HAYW scores higher overall (67/100 vs 35/100). Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Bloom Energy Corp
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Bloom Energy Corporation designs, manufactures and sells solid oxide fuel cell systems for on-site power generation in the United States, Japan, China, India, and the Republic of Korea. The company is headquartered in San Jose, California.
Hayward Holdings Inc
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Hayward Holdings, Inc. is a designer, manufacturer and marketer of various pool equipment and associated automation systems. The company is headquartered in Berkeley Heights, New Jersey.
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