Enphase Energy Inc (ENPH)vsSolarEdge Technologies Inc (SEDG)
ENPH
Enphase Energy Inc
$44.11
-1.19%
TECHNOLOGY · Cap: $5.86B
SEDG
SolarEdge Technologies Inc
$51.73
+13.29%
TECHNOLOGY · Cap: $2.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Enphase Energy Inc generates 24% more annual revenue ($1.47B vs $1.18B). ENPH leads profitability with a 11.7% profit margin vs -34.2%. ENPH appears more attractively valued with a PEG of 1.06. ENPH earns a higher WallStSmart Score of 46/100 (D+).
ENPH
Hold46
out of 100
Grade: D+
SEDG
Hold45
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-449.9%
Fair Value
$8.77
Current Price
$44.11
$35.34 premium
Intrinsic value data unavailable for SEDG.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Revenue surging 70.9% year-over-year
Earnings expanding 660.0% YoY
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Revenue declined 10.3%
Earnings declined 36.4%
Expensive relative to growth rate
ROE of -74.7% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : ENPH
PEG of 1.06 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 70.9% demonstrates continued momentum.
Bear Case : ENPH
The primary concerns for ENPH are P/E Ratio, Debt/Equity, Revenue Growth.
Bear Case : SEDG
The primary concerns for SEDG are PEG Ratio, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
ENPH profiles as a declining stock while SEDG is a hypergrowth play — different risk/reward profiles.
SEDG carries more volatility with a beta of 1.64 — expect wider price swings.
SEDG is growing revenue faster at 70.9% — sustainability is the question.
SEDG generates stronger free cash flow (43M), providing more financial flexibility.
Bottom Line
ENPH scores higher overall (46/100 vs 45/100). 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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