SolarEdge Technologies Inc (SEDG)vsShoals Technologies Group Inc (SHLS)
SEDG
SolarEdge Technologies Inc
$34.68
-5.63%
TECHNOLOGY · Cap: $2.17B
SHLS
Shoals Technologies Group Inc
$7.30
+2.67%
TECHNOLOGY · Cap: $1.19B
Smart Verdict
WallStSmart Research — data-driven comparison
SolarEdge Technologies Inc generates 127% more annual revenue ($1.33B vs $588.06M). SHLS leads profitability with a 5.4% profit margin vs -20.3%. SHLS appears more attractively valued with a PEG of 0.52. SHLS earns a higher WallStSmart Score of 57/100 (C).
SEDG
Hold43
out of 100
Grade: D
SHLS
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SEDG.
Margin of Safety
+51.2%
Fair Value
$20.06
Current Price
$7.30
$12.76 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 660.0% YoY
19.6% revenue growth
Revenue surging 47.4% year-over-year
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
ROE of -88.7% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 5.8% — below average capital efficiency
5.4% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : SEDG
The strongest argument for SEDG centers on EPS Growth, Revenue Growth. Revenue growth of 19.6% demonstrates continued momentum.
Bull Case : SHLS
The strongest argument for SHLS centers on Revenue Growth, PEG Ratio, Price/Book. Revenue growth of 47.4% demonstrates continued momentum. PEG of 0.52 suggests the stock is reasonably priced for its growth.
Bear Case : SEDG
The primary concerns for SEDG are PEG Ratio, Return on Equity, Altman Z-Score.
Bear Case : SHLS
The primary concerns for SHLS are P/E Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
SEDG profiles as a growth stock while SHLS is a hypergrowth play — different risk/reward profiles.
SHLS carries more volatility with a beta of 1.89 — expect wider price swings.
SHLS is growing revenue faster at 47.4% — sustainability is the question.
SEDG generates stronger free cash flow (3M), providing more financial flexibility.
Bottom Line
SHLS scores higher overall (57/100 vs 43/100) and 47.4% revenue growth. 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.
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.
Shoals Technologies Group Inc
TECHNOLOGY · SOLAR · USA
Shoals Technologies Group, Inc. provides Electric Balance System (EBOS) solutions for solar energy projects in the United States. The company is headquartered in Portland, Tennessee.
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