SolarEdge Technologies Inc (SEDG)vsTOYO Co., Ltd Ordinary Shares (TOYO)
SEDG
SolarEdge Technologies Inc
$34.68
-5.63%
TECHNOLOGY · Cap: $2.17B
TOYO
TOYO Co., Ltd Ordinary Shares
$4.27
-2.95%
TECHNOLOGY · Cap: $187.11M
Smart Verdict
WallStSmart Research — data-driven comparison
SolarEdge Technologies Inc generates 143% more annual revenue ($1.33B vs $549.23M). TOYO leads profitability with a 14.9% profit margin vs -20.3%. TOYO earns a higher WallStSmart Score of 71/100 (B).
SEDG
Hold43
out of 100
Grade: D
TOYO
Strong Buy71
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 660.0% YoY
19.6% revenue growth
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 30 in profit
Revenue surging 35.0% year-over-year
Earnings expanding 181.3% YoY
Areas to Watch
Expensive relative to growth rate
ROE of -88.7% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Distress zone — elevated risk
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull Case : SEDG
The strongest argument for SEDG centers on EPS Growth, Revenue Growth. Revenue growth of 19.6% demonstrates continued momentum.
Bull Case : TOYO
The strongest argument for TOYO centers on P/E Ratio, Price/Book, Return on Equity. Revenue growth of 35.0% demonstrates continued momentum.
Bear Case : SEDG
The primary concerns for SEDG are PEG Ratio, Return on Equity, Altman Z-Score.
Bear Case : TOYO
The primary concerns for TOYO are Altman Z-Score, Market Cap.
Key Dynamics to Monitor
TOYO carries more volatility with a beta of 1.45 — expect wider price swings.
TOYO is growing revenue faster at 35.0% — sustainability is the question.
TOYO generates stronger free cash flow (5M), providing more financial flexibility.
Monitor SOLAR industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TOYO scores higher overall (71/100 vs 43/100) and 35.0% revenue growth. Both earn "Strong 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.
TOYO Co., Ltd Ordinary Shares
TECHNOLOGY · SOLAR · USA
Toyo Co., Ltd. engages in the manufacture and sale of cutting tools. The company is headquartered in Shiojiri, Japan.
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