JinkoSolar Holding Company Limited (JKS)vsSolarEdge Technologies Inc (SEDG)
JKS
JinkoSolar Holding Company Limited
$20.06
-8.94%
TECHNOLOGY · Cap: $1.03B
SEDG
SolarEdge Technologies Inc
$63.17
-13.63%
TECHNOLOGY · Cap: $3.70B
Smart Verdict
WallStSmart Research — data-driven comparison
JinkoSolar Holding Company Limited generates 4910% more annual revenue ($63.90B vs $1.28B). JKS leads profitability with a -5.6% profit margin vs -28.6%. JKS appears more attractively valued with a PEG of 0.14. SEDG earns a higher WallStSmart Score of 45/100 (D).
JKS
Hold43
out of 100
Grade: D
SEDG
Hold45
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.5%
Fair Value
$109.46
Current Price
$20.06
$89.40 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
Revenue surging 41.5% year-over-year
Earnings expanding 660.0% YoY
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
ROE of -22.4% — below average capital efficiency
Revenue declined 11.5%
Trading at 9.4x book value
Expensive relative to growth rate
ROE of -88.7% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : JKS
The strongest argument for JKS centers on PEG Ratio, Price/Book. PEG of 0.14 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 41.5% demonstrates continued momentum.
Bear Case : JKS
The primary concerns for JKS are Market Cap, Piotroski F-Score, Return on Equity. Debt-to-equity of 3.35 is elevated, increasing financial risk.
Bear Case : SEDG
The primary concerns for SEDG are Price/Book, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
JKS profiles as a turnaround stock while SEDG is a hypergrowth play — different risk/reward profiles.
SEDG carries more volatility with a beta of 1.42 — expect wider price swings.
SEDG is growing revenue faster at 41.5% — sustainability is the question.
Monitor SOLAR industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SEDG scores higher overall (45/100 vs 43/100) and 41.5% revenue growth. JKS offers better value entry with a 74.5% margin of safety. 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.
JinkoSolar Holding Company Limited
TECHNOLOGY · SOLAR · China
JinkoSolar Holding Co., Ltd. is engaged in the design, development, production and marketing of photovoltaic products. The company is headquartered in Shangrao, the People's Republic of China.
Visit Website →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?