SolarEdge Technologies Inc (SEDG)vsSynopsys Inc (SNPS)
SEDG
SolarEdge Technologies Inc
$51.76
+2.96%
TECHNOLOGY · Cap: $3.12B
SNPS
Synopsys Inc
$380.47
+0.70%
TECHNOLOGY · Cap: $72.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Synopsys Inc generates 576% more annual revenue ($8.01B vs $1.18B). SNPS leads profitability with a 13.8% profit margin vs -34.2%. SNPS appears more attractively valued with a PEG of 2.77. SNPS earns a higher WallStSmart Score of 51/100 (C-).
SEDG
Hold45
out of 100
Grade: D
SNPS
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SEDG.
Margin of Safety
-759.4%
Fair Value
$44.27
Current Price
$380.47
$336.20 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 70.9% year-over-year
Earnings expanding 660.0% YoY
Revenue surging 65.5% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
ROE of -74.7% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
ROE of 5.5% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : SEDG
The strongest argument for SEDG centers on Revenue Growth, EPS Growth. Revenue growth of 70.9% demonstrates continued momentum.
Bull Case : SNPS
The strongest argument for SNPS centers on Revenue Growth, Market Cap, Price/Book. Revenue growth of 65.5% demonstrates continued momentum.
Bear Case : SEDG
The primary concerns for SEDG are PEG Ratio, Return on Equity, Altman Z-Score.
Bear Case : SNPS
The primary concerns for SNPS are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 58.4x leaves little room for execution misses.
Key Dynamics to Monitor
SEDG profiles as a hypergrowth stock while SNPS is a growth 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.
SNPS generates stronger free cash flow (822M), providing more financial flexibility.
Bottom Line
SNPS scores higher overall (51/100 vs 45/100) and 65.5% revenue growth. Both earn "Buy" 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.
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.
Synopsys Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Synopsys is an American electronic design automation company that focuses on silicon design and verification, silicon intellectual property and software security and quality. Products include logic synthesis, behavioral synthesis, place and route, static timing analysis, formal verification, hardware description language (SystemC, SystemVerilog/Verilog, VHDL) simulators, and transistor-level circuit simulation.
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