Bloom Energy Corp (BE)vsPlug Power Inc (PLUG)
BE
Bloom Energy Corp
$295.12
+2.25%
INDUSTRIALS · Cap: $82.64B
PLUG
Plug Power Inc
$3.32
+6.07%
INDUSTRIALS · Cap: $4.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Bloom Energy Corp generates 245% more annual revenue ($2.45B vs $709.92M). BE leads profitability with a 0.3% profit margin vs -229.8%. PLUG appears more attractively valued with a PEG of 0.84. BE earns a higher WallStSmart Score of 40/100 (D).
BE
Hold40
out of 100
Grade: D
PLUG
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BE.
Margin of Safety
-47.2%
Fair Value
$1.25
Current Price
$3.32
$2.07 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 130.4% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
17.6% revenue growth
Areas to Watch
Expensive relative to growth rate
ROE of 1.3% — below average capital efficiency
0.3% margin — thin
Weak financial health signals
0.0% earnings growth
ROE of -120.5% — below average capital efficiency
Negative free cash flow — burning cash
Distress zone — elevated risk
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.
Bull Case : PLUG
The strongest argument for PLUG centers on PEG Ratio, Revenue Growth. Revenue growth of 17.6% demonstrates continued momentum. PEG of 0.84 suggests the stock is reasonably priced for its growth.
Bear Case : BE
The primary concerns for BE are PEG Ratio, Return on Equity, Profit Margin. Thin 0.3% margins leave little buffer for downturns.
Bear Case : PLUG
The primary concerns for PLUG are EPS Growth, Return on Equity, Free Cash Flow.
Key Dynamics to Monitor
BE profiles as a hypergrowth stock while PLUG is a growth play — different risk/reward profiles.
BE carries more volatility with a beta of 3.19 — 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 (40/100 vs 39/100) 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.
Plug Power Inc
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Plug Power Inc. provides turnkey hydrogen fuel cell solutions for the stationary power and electric mobility markets in North America and Europe. The company is headquartered in Latham, New York.
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