Bloom Energy Corp (BE)vsGrafTech International Ltd (EAF)
BE
Bloom Energy Corp
$291.34
+5.49%
INDUSTRIALS · Cap: $86.14B
EAF
GrafTech International Ltd
$8.72
-9.26%
INDUSTRIALS · Cap: $227.14M
Smart Verdict
WallStSmart Research — data-driven comparison
Bloom Energy Corp generates 373% more annual revenue ($2.45B vs $517.40M). BE leads profitability with a 0.3% profit margin vs -43.2%. BE earns a higher WallStSmart Score of 42/100 (D).
BE
Hold42
out of 100
Grade: D
EAF
Avoid28
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BE.
Margin of Safety
-50.7%
Fair Value
$5.03
Current Price
$8.72
$3.69 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 130.4% year-over-year
Large-cap with strong market position
Conservative balance sheet, low leverage
Areas to Watch
ROE of 0.7% — below average capital efficiency
0.3% margin — thin
Weak financial health signals
Trading at 89.9x book value
Smaller company, higher risk/reward
Weak financial health signals
ROE of -213.7% — below average capital efficiency
Earnings declined 63.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : BE
The strongest argument for BE centers on Revenue Growth, Market Cap. Revenue growth of 130.4% demonstrates continued momentum. PEG of 1.45 suggests the stock is reasonably priced for its growth.
Bull Case : EAF
The strongest argument for EAF centers on Debt/Equity. Revenue growth of 11.9% demonstrates continued momentum.
Bear Case : BE
The primary concerns for BE are Return on Equity, Profit Margin, Piotroski F-Score. Debt-to-equity of 3.01 is elevated, increasing financial risk. Thin 0.3% margins leave little buffer for downturns.
Bear Case : EAF
The primary concerns for EAF are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
BE profiles as a hypergrowth stock while EAF is a turnaround play — different risk/reward profiles.
BE carries more volatility with a beta of 3.83 — expect wider price swings.
BE is growing revenue faster at 130.4% — sustainability is the question.
BE generates stronger free cash flow (48M), providing more financial flexibility.
Bottom Line
BE scores higher overall (42/100 vs 28/100) and 130.4% revenue growth. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Bloom Energy Corp
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Bloom Energy Corporation designs, manufactures and sells solid oxide fuel cell systems for on-site power generation in the United States, Japan, China, India, and the Republic of Korea. The company is headquartered in San Jose, California.
GrafTech International Ltd
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
GrafTech International Ltd. researches, develops, manufactures and sells graphite and carbon based products worldwide. The company is headquartered in Brooklyn Heights, Ohio.
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