Canadian Solar Inc (CSIQ)vsSolarEdge Technologies Inc (SEDG)
CSIQ
Canadian Solar Inc
$14.26
+5.40%
TECHNOLOGY · Cap: $1.23B
SEDG
SolarEdge Technologies Inc
$51.73
+13.29%
TECHNOLOGY · Cap: $2.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Canadian Solar Inc generates 398% more annual revenue ($5.90B vs $1.18B). CSIQ leads profitability with a 27.0% profit margin vs -34.2%. CSIQ appears more attractively valued with a PEG of 0.16. CSIQ earns a higher WallStSmart Score of 56/100 (C).
CSIQ
Buy56
out of 100
Grade: C
SEDG
Hold45
out of 100
Grade: D
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
Keeps 27 of every $100 in revenue as profit
Revenue surging 70.9% year-over-year
Earnings expanding 660.0% YoY
Areas to Watch
Smaller company, higher risk/reward
Operating margin of 2.3%
ROE of -4.4% — below average capital efficiency
Revenue declined 130.0%
Expensive relative to growth rate
ROE of -74.7% — 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. Profitability is solid with margins at 27.0% and operating margin at 2.3%. PEG of 0.16 suggests the stock is reasonably priced for its growth.
Bull Case : SEDG
The strongest argument for SEDG centers on Revenue Growth, EPS Growth. Revenue growth of 70.9% demonstrates continued momentum.
Bear Case : CSIQ
The primary concerns for CSIQ are Market Cap, Operating Margin, Return on Equity.
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 declining stock while SEDG is a hypergrowth play — different risk/reward profiles.
SEDG carries more volatility with a beta of 1.64 — expect wider price swings.
SEDG is growing revenue faster at 70.9% — sustainability is the question.
SEDG generates stronger free cash flow (43M), providing more financial flexibility.
Bottom Line
CSIQ scores higher overall (56/100 vs 45/100), backed by strong 27.0% margins. 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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