WallStSmart

FTC Solar Inc (FTCI)vsSolarEdge Technologies Inc (SEDG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

SolarEdge Technologies Inc generates 1202% more annual revenue ($1.33B vs $102.31M). SEDG leads profitability with a -20.3% profit margin vs -53.6%. SEDG earns a higher WallStSmart Score of 43/100 (D).

FTCI

Avoid

31

out of 100

Grade: F

Growth: 5.3Profit: 2.0Value: 5.0Quality: 4.5
Piotroski: 3/9Altman Z: -6.22

SEDG

Hold

43

out of 100

Grade: D

Growth: 6.7Profit: 2.0Value: 4.0Quality: 5.5
Piotroski: 5/9Altman Z: -0.19

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FTCI2 strengths · Avg: 10.0/10
Revenue GrowthGrowth
30.8%10/10

Revenue surging 30.8% year-over-year

Debt/EquityHealth
-0.8010/10

Conservative balance sheet, low leverage

SEDG2 strengths · Avg: 9.0/10
EPS GrowthGrowth
660.0%10/10

Earnings expanding 660.0% YoY

Revenue GrowthGrowth
19.6%8/10

19.6% revenue growth

Areas to Watch

FTCI4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$38.00M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-956.0%2/10

ROE of -956.0% — below average capital efficiency

SEDG4 concerns · Avg: 1.8/10
PEG RatioValuation
4.612/10

Expensive relative to growth rate

Return on EquityProfitability
-88.7%2/10

ROE of -88.7% — below average capital efficiency

Altman Z-ScoreHealth
-0.192/10

Distress zone — elevated risk

Profit MarginProfitability
-20.3%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull Case : FTCI

The strongest argument for FTCI centers on Revenue Growth, Debt/Equity. Revenue growth of 30.8% demonstrates continued momentum.

Bull Case : SEDG

The strongest argument for SEDG centers on EPS Growth, Revenue Growth. Revenue growth of 19.6% demonstrates continued momentum.

Bear Case : FTCI

The primary concerns for FTCI are EPS Growth, Market Cap, Piotroski F-Score.

Bear Case : SEDG

The primary concerns for SEDG are PEG Ratio, Return on Equity, Altman Z-Score.

Key Dynamics to Monitor

FTCI profiles as a hypergrowth stock while SEDG is a growth play — different risk/reward profiles.

FTCI carries more volatility with a beta of 1.87 — expect wider price swings.

FTCI is growing revenue faster at 30.8% — sustainability is the question.

FTCI generates stronger free cash flow (8M), providing more financial flexibility.

Bottom Line

SEDG scores higher overall (43/100 vs 31/100) and 19.6% 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.

FTC Solar Inc

TECHNOLOGY · SOLAR · USA

FTC Solar, Inc. provides solar tracking systems and software and engineering services in the United States and internationally. The company is headquartered in Austin, Texas.

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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