Enphase Energy Inc (ENPH)vsSolarEdge Technologies Inc (SEDG)
ENPH
Enphase Energy Inc
$56.07
-18.01%
TECHNOLOGY · Cap: $7.19B
SEDG
SolarEdge Technologies Inc
$63.17
-13.63%
TECHNOLOGY · Cap: $4.35B
Smart Verdict
WallStSmart Research — data-driven comparison
Enphase Energy Inc generates 10% more annual revenue ($1.40B vs $1.28B). ENPH leads profitability with a 9.6% profit margin vs -28.6%. ENPH appears more attractively valued with a PEG of 1.44. SEDG earns a higher WallStSmart Score of 45/100 (D).
ENPH
Hold37
out of 100
Grade: F
SEDG
Hold45
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+20.0%
Fair Value
$60.32
Current Price
$56.07
$4.25 discount
Intrinsic value data unavailable for SEDG.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Revenue surging 41.5% year-over-year
Earnings expanding 660.0% YoY
Areas to Watch
Premium valuation, high expectations priced in
Revenue declined 20.6%
Earnings declined 36.4%
Distress zone — elevated risk
Trading at 8.9x book value
Expensive relative to growth rate
ROE of -88.7% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ENPH
PEG of 1.44 suggests the stock is reasonably priced for its growth.
Bull Case : SEDG
The strongest argument for SEDG centers on Revenue Growth, EPS Growth. Revenue growth of 41.5% demonstrates continued momentum.
Bear Case : ENPH
The primary concerns for ENPH are P/E Ratio, Revenue Growth, EPS Growth. A P/E of 54.0x leaves little room for execution misses.
Bear Case : SEDG
The primary concerns for SEDG are Price/Book, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
ENPH profiles as a value stock while SEDG is a hypergrowth play — different risk/reward profiles.
ENPH carries more volatility with a beta of 1.57 — expect wider price swings.
SEDG is growing revenue faster at 41.5% — sustainability is the question.
ENPH generates stronger free cash flow (83M), providing more financial flexibility.
Bottom Line
SEDG scores higher overall (45/100 vs 37/100) and 41.5% revenue growth. ENPH offers better value entry with a 20.0% 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.
Enphase Energy Inc
TECHNOLOGY · SOLAR · USA
Enphase Energy is an American energy technology company headquartered in Fremont, California. Enphase designs and manufactures software-driven home energy solutions that span solar generation, home energy storage and web-based monitoring and control.
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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