Array Technologies Inc (ARRY)vsSolarEdge Technologies Inc (SEDG)
ARRY
Array Technologies Inc
$4.62
+1.54%
TECHNOLOGY · Cap: $706.89M
SEDG
SolarEdge Technologies Inc
$34.68
-5.63%
TECHNOLOGY · Cap: $2.17B
Smart Verdict
WallStSmart Research — data-driven comparison
SolarEdge Technologies Inc generates 12% more annual revenue ($1.33B vs $1.19B). ARRY leads profitability with a -7.3% profit margin vs -20.3%. ARRY appears more attractively valued with a PEG of 0.56. SEDG earns a higher WallStSmart Score of 43/100 (D).
ARRY
Hold40
out of 100
Grade: D
SEDG
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-8.7%
Fair Value
$10.21
Current Price
$4.62
$5.59 premium
Intrinsic value data unavailable for SEDG.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Growing faster than its price suggests
Earnings expanding 660.0% YoY
19.6% revenue growth
Areas to Watch
Smaller company, higher risk/reward
ROE of -25.0% — below average capital efficiency
Revenue declined 5.6%
Earnings declined 73.2%
Expensive relative to growth rate
ROE of -88.7% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : ARRY
The strongest argument for ARRY centers on Debt/Equity, PEG Ratio. PEG of 0.56 suggests the stock is reasonably priced for its growth.
Bull Case : SEDG
The strongest argument for SEDG centers on EPS Growth, Revenue Growth. Revenue growth of 19.6% demonstrates continued momentum.
Bear Case : ARRY
The primary concerns for ARRY are Market Cap, Return on Equity, Revenue Growth.
Bear Case : SEDG
The primary concerns for SEDG are PEG Ratio, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
ARRY profiles as a turnaround stock while SEDG is a growth play — different risk/reward profiles.
ARRY carries more volatility with a beta of 1.79 — expect wider price swings.
SEDG is growing revenue faster at 19.6% — sustainability is the question.
ARRY generates stronger free cash flow (114M), providing more financial flexibility.
Bottom Line
SEDG scores higher overall (43/100 vs 40/100) and 19.6% revenue growth. 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.
Array Technologies Inc
TECHNOLOGY · SOLAR · USA
Array Technologies, Inc. manufactures and supplies solar tracking systems and related products for customers in the United States and internationally. The company is headquartered in Albuquerque, New Mexico.
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.
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