Enphase Energy Inc (ENPH)vsSolarEdge Technologies Inc (SEDG)
ENPH
Enphase Energy Inc
$36.35
-1.38%
TECHNOLOGY · Cap: $4.85B
SEDG
SolarEdge Technologies Inc
$34.68
-5.63%
TECHNOLOGY · Cap: $2.17B
Smart Verdict
WallStSmart Research — data-driven comparison
SolarEdge Technologies Inc generates 0% more annual revenue ($1.33B vs $1.33B). ENPH leads profitability with a 10.1% profit margin vs -20.3%. ENPH appears more attractively valued with a PEG of 0.84. ENPH earns a higher WallStSmart Score of 52/100 (C-).
ENPH
Buy52
out of 100
Grade: C-
SEDG
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+14.5%
Fair Value
$56.38
Current Price
$36.35
$20.03 discount
Intrinsic value data unavailable for SEDG.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 660.0% YoY
19.6% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
Revenue declined 19.6%
Earnings declined 3.5%
Distress zone — elevated risk
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 : ENPH
The strongest argument for ENPH centers on PEG Ratio. PEG of 0.84 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 : ENPH
The primary concerns for ENPH are P/E Ratio, Revenue Growth, EPS Growth.
Bear Case : SEDG
The primary concerns for SEDG are PEG Ratio, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
ENPH profiles as a declining stock while SEDG is a growth play — different risk/reward profiles.
ENPH carries more volatility with a beta of 1.64 — expect wider price swings.
SEDG is growing revenue faster at 19.6% — sustainability is the question.
ENPH generates stronger free cash flow (26M), providing more financial flexibility.
Bottom Line
ENPH scores higher overall (52/100 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.
Enphase Energy Inc
TECHNOLOGY · SOLAR · USA
Enphase Energy is an American energy technology company headquartered in Fremont, California. Enphase designs and manufactures software-driven home energy solutions that span solar generation, home energy storage and web-based monitoring and control.
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.
Compare with Other SOLAR Stocks
Want to dig deeper into these stocks?