SolarEdge Technologies Inc (SEDG)vsShoals Technologies Group Inc (SHLS)
SEDG
SolarEdge Technologies Inc
$63.17
-13.63%
TECHNOLOGY · Cap: $4.35B
SHLS
Shoals Technologies Group Inc
$10.81
-15.35%
TECHNOLOGY · Cap: $2.09B
Smart Verdict
WallStSmart Research — data-driven comparison
SolarEdge Technologies Inc generates 138% more annual revenue ($1.28B vs $535.53M). SHLS leads profitability with a 6.3% profit margin vs -28.6%. SHLS appears more attractively valued with a PEG of 1.08. SHLS earns a higher WallStSmart Score of 60/100 (C+).
SEDG
Hold45
out of 100
Grade: D
SHLS
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SEDG.
Margin of Safety
+49.0%
Fair Value
$19.20
Current Price
$10.81
$8.39 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 41.5% year-over-year
Earnings expanding 660.0% YoY
Revenue surging 74.9% year-over-year
Earnings expanding 21.0% YoY
Areas to Watch
Trading at 8.9x book value
Expensive relative to growth rate
ROE of -88.7% — below average capital efficiency
Distress zone — elevated risk
ROE of 5.8% — below average capital efficiency
6.3% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : SEDG
The strongest argument for SEDG centers on Revenue Growth, EPS Growth. Revenue growth of 41.5% demonstrates continued momentum.
Bull Case : SHLS
The strongest argument for SHLS centers on Revenue Growth, EPS Growth. Revenue growth of 74.9% demonstrates continued momentum. PEG of 1.08 suggests the stock is reasonably priced for its growth.
Bear Case : SEDG
The primary concerns for SEDG are Price/Book, PEG Ratio, Return on Equity.
Bear Case : SHLS
The primary concerns for SHLS are Return on Equity, Profit Margin, P/E Ratio. A P/E of 62.3x leaves little room for execution misses.
Key Dynamics to Monitor
SHLS carries more volatility with a beta of 1.74 — expect wider price swings.
SHLS is growing revenue faster at 74.9% — sustainability is the question.
SEDG generates stronger free cash flow (21M), providing more financial flexibility.
Monitor SOLAR industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SHLS scores higher overall (60/100 vs 45/100) and 74.9% 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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