Bloom Energy Corp (BE)vsOrion Energy Systems Inc (OESX)
BE
Bloom Energy Corp
$275.01
+9.12%
INDUSTRIALS · Cap: $71.69B
OESX
Orion Energy Systems Inc
$11.85
+3.93%
INDUSTRIALS · Cap: $39.84M
Smart Verdict
WallStSmart Research — data-driven comparison
Bloom Energy Corp generates 2738% more annual revenue ($2.45B vs $86.31M). BE leads profitability with a 0.3% profit margin vs -3.7%. BE appears more attractively valued with a PEG of 1.34. BE earns a higher WallStSmart Score of 42/100 (D).
BE
Hold42
out of 100
Grade: D
OESX
Hold41
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 130.4% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Revenue surging 23.3% year-over-year
Areas to Watch
ROE of 0.7% — below average capital efficiency
0.3% margin — thin
Weak financial health signals
Trading at 84.9x book value
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of -38.6% — below average capital efficiency
Earnings declined 74.7%
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 1.34 suggests the stock is reasonably priced for its growth.
Bull Case : OESX
The strongest argument for OESX centers on Price/Book, Revenue Growth. Revenue growth of 23.3% 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 : OESX
The primary concerns for OESX are PEG Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
BE profiles as a hypergrowth stock while OESX is a growth play — different risk/reward profiles.
BE carries more volatility with a beta of 3.75 — 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
BE scores higher overall (42/100 vs 41/100) and 130.4% revenue growth. Both earn "Hold" 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.
Orion Energy Systems Inc
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Orion Energy Systems, Inc. researches, designs, develops, manufactures, markets, sells, installs and implements energy management systems for commercial and retail offices, outdoor area lighting, and industrial applications in North America. The company is headquartered in Manitowoc, Wisconsin.
Visit Website →Compare with Other ELECTRICAL EQUIPMENT & PARTS Stocks
Want to dig deeper into these stocks?