Bloom Energy Corp (BE)vsHayward Holdings Inc (HAYW)
BE
Bloom Energy Corp
$291.34
+4.56%
INDUSTRIALS · Cap: $86.14B
HAYW
Hayward Holdings Inc
$14.07
-0.78%
INDUSTRIALS · Cap: $3.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Bloom Energy Corp generates 113% more annual revenue ($2.45B vs $1.15B). HAYW leads profitability with a 14.0% profit margin vs 0.3%. BE appears more attractively valued with a PEG of 1.45. HAYW earns a higher WallStSmart Score of 69/100 (B-).
BE
Hold42
out of 100
Grade: D
HAYW
Strong Buy69
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 130.4% year-over-year
Large-cap with strong market position
Earnings expanding 79.1% YoY
Reasonable price relative to book value
Areas to Watch
ROE of 0.7% — below average capital efficiency
0.3% margin — thin
Weak financial health signals
Trading at 89.9x book value
Expensive relative to growth rate
Grey zone — moderate risk
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : BE
The strongest argument for BE centers on Revenue Growth, Market Cap. Revenue growth of 130.4% demonstrates continued momentum. PEG of 1.45 suggests the stock is reasonably priced for its growth.
Bull Case : HAYW
The strongest argument for HAYW centers on EPS Growth, Price/Book. Revenue growth of 11.5% demonstrates continued momentum.
Bear Case : BE
The primary concerns for BE are Return on Equity, Profit Margin, Piotroski F-Score. Debt-to-equity of 3.01 is elevated, increasing financial risk. Thin 0.3% margins leave little buffer for downturns.
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 3.83 — expect wider price swings.
BE is growing revenue faster at 130.4% — sustainability is the question.
BE generates stronger free cash flow (48M), providing more financial flexibility.
Bottom Line
HAYW scores higher overall (69/100 vs 42/100) and 11.5% revenue growth. 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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