FTC Solar Inc (FTCI)vsSolarEdge Technologies Inc (SEDG)
FTCI
FTC Solar Inc
$5.05
+9.07%
TECHNOLOGY · Cap: $71.01M
SEDG
SolarEdge Technologies Inc
$51.28
+7.57%
TECHNOLOGY · Cap: $3.10B
Smart Verdict
WallStSmart Research — data-driven comparison
SolarEdge Technologies Inc generates 1088% more annual revenue ($1.18B vs $99.69M). SEDG leads profitability with a -34.2% profit margin vs -77.2%. SEDG earns a higher WallStSmart Score of 45/100 (D).
FTCI
Avoid31
out of 100
Grade: F
SEDG
Hold45
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 148.9% year-over-year
Revenue surging 70.9% year-over-year
Earnings expanding 660.0% YoY
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -6.5% — below average capital efficiency
Negative free cash flow — burning cash
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 : FTCI
The strongest argument for FTCI centers on Revenue Growth. Revenue growth of 148.9% demonstrates continued momentum.
Bull Case : SEDG
The strongest argument for SEDG centers on Revenue Growth, EPS Growth. Revenue growth of 70.9% demonstrates continued momentum.
Bear Case : FTCI
The primary concerns for FTCI are EPS Growth, Market Cap, Return on Equity.
Bear Case : SEDG
The primary concerns for SEDG are PEG Ratio, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
SEDG carries more volatility with a beta of 1.64 — expect wider price swings.
FTCI is growing revenue faster at 148.9% — sustainability is the question.
SEDG generates stronger free cash flow (43M), providing more financial flexibility.
Monitor SOLAR industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SEDG scores higher overall (45/100 vs 31/100) and 70.9% 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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