SolarEdge Technologies Inc (SEDG)vsSpruce Power Holding Corp (SPRU)
SEDG
SolarEdge Technologies Inc
$63.17
-13.63%
TECHNOLOGY · Cap: $4.35B
SPRU
Spruce Power Holding Corp
$2.85
+1.06%
TECHNOLOGY · Cap: $52.90M
Smart Verdict
WallStSmart Research — data-driven comparison
SolarEdge Technologies Inc generates 1045% more annual revenue ($1.28B vs $111.40M). SPRU leads profitability with a -12.2% profit margin vs -28.6%. SEDG earns a higher WallStSmart Score of 45/100 (D).
SEDG
Hold45
out of 100
Grade: D
SPRU
Hold38
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SEDG.
Margin of Safety
+84.5%
Fair Value
$25.83
Current Price
$2.85
$22.98 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 41.5% year-over-year
Earnings expanding 660.0% YoY
Reasonable price relative to book value
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
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -10.5% — below average capital efficiency
Revenue declined 1.7%
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 : SPRU
The strongest argument for SPRU centers on Price/Book.
Bear Case : SEDG
The primary concerns for SEDG are Price/Book, PEG Ratio, Return on Equity.
Bear Case : SPRU
The primary concerns for SPRU are EPS Growth, Market Cap, Return on Equity. Debt-to-equity of 5.64 is elevated, increasing financial risk.
Key Dynamics to Monitor
SEDG profiles as a hypergrowth stock while SPRU is a turnaround play — different risk/reward profiles.
SPRU carries more volatility with a beta of 1.23 — expect wider price swings.
SEDG is growing revenue faster at 41.5% — sustainability is the question.
SEDG generates stronger free cash flow (21M), providing more financial flexibility.
Bottom Line
SEDG scores higher overall (45/100 vs 38/100) and 41.5% revenue growth. SPRU offers better value entry with a 84.5% 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.
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.
Spruce Power Holding Corp
TECHNOLOGY · SOLAR · USA
XL Fleet Corporation. The company is headquartered in Boston, Massachusetts.
Compare with Other SOLAR Stocks
Want to dig deeper into these stocks?