Canadian Solar Inc (CSIQ)vsSolarEdge Technologies Inc (SEDG)
CSIQ
Canadian Solar Inc
$12.76
-2.07%
TECHNOLOGY · Cap: $913.89M
SEDG
SolarEdge Technologies Inc
$34.68
-5.63%
TECHNOLOGY · Cap: $2.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Canadian Solar Inc generates 275% more annual revenue ($4.99B vs $1.33B). CSIQ leads profitability with a -3.7% profit margin vs -20.3%. CSIQ appears more attractively valued with a PEG of 0.16. CSIQ earns a higher WallStSmart Score of 55/100 (C-).
CSIQ
Buy55
out of 100
Grade: C-
SEDG
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+78.0%
Fair Value
$94.70
Current Price
$12.76
$81.94 discount
Intrinsic value data unavailable for SEDG.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 300.0% YoY
Earnings expanding 660.0% YoY
19.6% revenue growth
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
ROE of -6.8% — below average capital efficiency
Revenue declined 28.7%
Expensive relative to growth rate
ROE of -88.7% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : CSIQ
The strongest argument for CSIQ centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.16 suggests the stock is reasonably priced for its growth.
Bull Case : SEDG
The strongest argument for SEDG centers on EPS Growth, Revenue Growth. Revenue growth of 19.6% demonstrates continued momentum.
Bear Case : CSIQ
The primary concerns for CSIQ are Market Cap, Piotroski F-Score, Return on Equity. Debt-to-equity of 2.65 is elevated, increasing financial risk.
Bear Case : SEDG
The primary concerns for SEDG are PEG Ratio, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
CSIQ profiles as a turnaround stock while SEDG is a growth play — different risk/reward profiles.
CSIQ carries more volatility with a beta of 1.51 — expect wider price swings.
SEDG is growing revenue faster at 19.6% — sustainability is the question.
SEDG generates stronger free cash flow (3M), providing more financial flexibility.
Bottom Line
CSIQ scores higher overall (55/100 vs 43/100). Both earn "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.
Canadian Solar Inc
TECHNOLOGY · SOLAR · USA
Canadian Solar Inc. designs, develops, manufactures and sells solar ingots, wafers, cells, modules and other solar energy products. The company is headquartered in Guelph, Canada.
SolarEdge Technologies Inc
TECHNOLOGY · SOLAR · USA
SolarEdge Technologies, Inc. designs, develops and sells optimized direct current (DC) inverter systems for solar photovoltaic (PV) installations worldwide. The company is headquartered in Herzliya, Israel.
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