SolarEdge Technologies Inc (SEDG)vsTOYO Co., Ltd Ordinary Shares (TOYO)
SEDG
SolarEdge Technologies Inc
$63.17
-13.63%
TECHNOLOGY · Cap: $3.70B
TOYO
TOYO Co., Ltd Ordinary Shares
$15.76
-7.24%
TECHNOLOGY · Cap: $593.76M
Smart Verdict
WallStSmart Research — data-driven comparison
SolarEdge Technologies Inc generates 146% more annual revenue ($1.28B vs $518.61M). TOYO leads profitability with a 13.8% profit margin vs -28.6%. TOYO earns a higher WallStSmart Score of 64/100 (C+).
SEDG
Hold45
out of 100
Grade: D
TOYO
Buy64
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 41.5% year-over-year
Earnings expanding 660.0% YoY
Attractively priced relative to earnings
Every $100 of equity generates 30 in profit
Revenue surging 177.0% year-over-year
Earnings expanding 69.8% YoY
Strong operational efficiency at 25.4%
Areas to Watch
Trading at 9.4x book value
Expensive relative to growth rate
ROE of -88.7% — below average capital efficiency
Distress zone — elevated risk
Distress zone — elevated risk
Smaller company, higher risk/reward
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 : TOYO
The strongest argument for TOYO centers on P/E Ratio, Return on Equity, Revenue Growth. Revenue growth of 177.0% demonstrates continued momentum.
Bear Case : SEDG
The primary concerns for SEDG are Price/Book, PEG Ratio, Return on Equity.
Bear Case : TOYO
The primary concerns for TOYO are Altman Z-Score, Market Cap.
Key Dynamics to Monitor
SEDG profiles as a hypergrowth stock while TOYO is a growth play — different risk/reward profiles.
SEDG carries more volatility with a beta of 1.42 — expect wider price swings.
TOYO is growing revenue faster at 177.0% — sustainability is the question.
TOYO generates stronger free cash flow (29M), providing more financial flexibility.
Bottom Line
TOYO scores higher overall (64/100 vs 45/100) and 177.0% 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.
TOYO Co., Ltd Ordinary Shares
TECHNOLOGY · SOLAR · USA
Toyo Co., Ltd. engages in the manufacture and sale of cutting tools. The company is headquartered in Shiojiri, Japan.
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