SolarEdge Technologies (SEDG) Competitors

SolarEdge Technologies logo
$52.37 -5.18 (-9.00%)
As of 04:00 PM Eastern

SEDG vs. ENPH, RUN, AAOI, DRS, and VIAV

Should you buy SolarEdge Technologies stock or one of its competitors? MarketBeat compares SolarEdge Technologies with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with SolarEdge Technologies include Enphase Energy (ENPH), Sunrun (RUN), Applied Optoelectronics (AAOI), Leonardo DRS (DRS), and Viavi Solutions (VIAV).

How does SolarEdge Technologies compare to Enphase Energy?

Enphase Energy (NASDAQ:ENPH) and SolarEdge Technologies (NASDAQ:SEDG) are both mid-cap energy companies, but which is the superior business? We will contrast the two businesses based on the strength of their dividends, earnings, analyst recommendations, institutional ownership, risk, media sentiment, profitability and valuation.

Enphase Energy has a net margin of 9.64% compared to SolarEdge Technologies' net margin of -28.56%. Enphase Energy's return on equity of 16.88% beat SolarEdge Technologies' return on equity.

Company Net Margins Return on Equity Return on Assets
Enphase Energy9.64% 16.88% 5.39%
SolarEdge Technologies -28.56%-38.66%-7.72%

In the previous week, Enphase Energy had 16 more articles in the media than SolarEdge Technologies. MarketBeat recorded 24 mentions for Enphase Energy and 8 mentions for SolarEdge Technologies. Enphase Energy's average media sentiment score of 1.23 beat SolarEdge Technologies' score of 0.37 indicating that Enphase Energy is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Enphase Energy
15 Very Positive mention(s)
4 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
SolarEdge Technologies
4 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Enphase Energy has a beta of 1.59, meaning that its stock price is 59% more volatile than the broader market. Comparatively, SolarEdge Technologies has a beta of 1.42, meaning that its stock price is 42% more volatile than the broader market.

Enphase Energy currently has a consensus price target of $46.57, indicating a potential downside of 1.37%. SolarEdge Technologies has a consensus price target of $35.67, indicating a potential downside of 31.89%. Given Enphase Energy's stronger consensus rating and higher probable upside, analysts clearly believe Enphase Energy is more favorable than SolarEdge Technologies.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Enphase Energy
4 Sell rating(s)
12 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.20
SolarEdge Technologies
7 Sell rating(s)
15 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.74

72.1% of Enphase Energy shares are owned by institutional investors. Comparatively, 95.1% of SolarEdge Technologies shares are owned by institutional investors. 2.9% of Enphase Energy shares are owned by company insiders. Comparatively, 1.0% of SolarEdge Technologies shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Enphase Energy has higher revenue and earnings than SolarEdge Technologies. SolarEdge Technologies is trading at a lower price-to-earnings ratio than Enphase Energy, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Enphase Energy$1.47B4.23$172.13M$1.0146.75
SolarEdge Technologies$1.28B2.50-$405.45M-$6.13N/A

Summary

Enphase Energy beats SolarEdge Technologies on 15 of the 16 factors compared between the two stocks.

How does SolarEdge Technologies compare to Sunrun?

SolarEdge Technologies (NASDAQ:SEDG) and Sunrun (NASDAQ:RUN) are both mid-cap energy companies, but which is the better investment? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, profitability, media sentiment, institutional ownership, dividends, valuation and risk.

Sunrun has higher revenue and earnings than SolarEdge Technologies. SolarEdge Technologies is trading at a lower price-to-earnings ratio than Sunrun, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SolarEdge Technologies$1.28B2.50-$405.45M-$6.13N/A
Sunrun$3.17B0.96$449.95M$2.136.01

Sunrun has a net margin of 17.88% compared to SolarEdge Technologies' net margin of -28.56%. Sunrun's return on equity of 14.06% beat SolarEdge Technologies' return on equity.

Company Net Margins Return on Equity Return on Assets
SolarEdge Technologies-28.56% -38.66% -7.72%
Sunrun 17.88%14.06%2.56%

In the previous week, SolarEdge Technologies had 2 more articles in the media than Sunrun. MarketBeat recorded 8 mentions for SolarEdge Technologies and 6 mentions for Sunrun. Sunrun's average media sentiment score of 0.92 beat SolarEdge Technologies' score of 0.37 indicating that Sunrun is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SolarEdge Technologies
4 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Sunrun
3 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

SolarEdge Technologies currently has a consensus target price of $35.67, indicating a potential downside of 31.89%. Sunrun has a consensus target price of $18.98, indicating a potential upside of 48.17%. Given Sunrun's stronger consensus rating and higher probable upside, analysts clearly believe Sunrun is more favorable than SolarEdge Technologies.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SolarEdge Technologies
7 Sell rating(s)
15 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.74
Sunrun
2 Sell rating(s)
9 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.43

SolarEdge Technologies has a beta of 1.42, indicating that its stock price is 42% more volatile than the broader market. Comparatively, Sunrun has a beta of 2.32, indicating that its stock price is 132% more volatile than the broader market.

95.1% of SolarEdge Technologies shares are owned by institutional investors. Comparatively, 91.7% of Sunrun shares are owned by institutional investors. 1.0% of SolarEdge Technologies shares are owned by insiders. Comparatively, 3.6% of Sunrun shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Summary

Sunrun beats SolarEdge Technologies on 13 of the 16 factors compared between the two stocks.

How does SolarEdge Technologies compare to Applied Optoelectronics?

SolarEdge Technologies (NASDAQ:SEDG) and Applied Optoelectronics (NASDAQ:AAOI) are both electronic equipment companies, but which is the superior business? We will compare the two companies based on the strength of their risk, profitability, dividends, media sentiment, institutional ownership, valuation, earnings and analyst recommendations.

95.1% of SolarEdge Technologies shares are owned by institutional investors. Comparatively, 61.7% of Applied Optoelectronics shares are owned by institutional investors. 1.0% of SolarEdge Technologies shares are owned by company insiders. Comparatively, 3.8% of Applied Optoelectronics shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Applied Optoelectronics has lower revenue, but higher earnings than SolarEdge Technologies. Applied Optoelectronics is trading at a lower price-to-earnings ratio than SolarEdge Technologies, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SolarEdge Technologies$1.28B2.50-$405.45M-$6.13N/A
Applied Optoelectronics$455.71M25.96-$38.23M-$0.66N/A

SolarEdge Technologies presently has a consensus price target of $35.67, indicating a potential downside of 31.89%. Applied Optoelectronics has a consensus price target of $113.80, indicating a potential downside of 22.82%. Given Applied Optoelectronics' stronger consensus rating and higher possible upside, analysts clearly believe Applied Optoelectronics is more favorable than SolarEdge Technologies.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SolarEdge Technologies
7 Sell rating(s)
15 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.74
Applied Optoelectronics
1 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.29

In the previous week, Applied Optoelectronics had 14 more articles in the media than SolarEdge Technologies. MarketBeat recorded 22 mentions for Applied Optoelectronics and 8 mentions for SolarEdge Technologies. Applied Optoelectronics' average media sentiment score of 0.48 beat SolarEdge Technologies' score of 0.37 indicating that Applied Optoelectronics is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SolarEdge Technologies
4 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Applied Optoelectronics
10 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Applied Optoelectronics has a net margin of -8.55% compared to SolarEdge Technologies' net margin of -28.56%. Applied Optoelectronics' return on equity of -4.64% beat SolarEdge Technologies' return on equity.

Company Net Margins Return on Equity Return on Assets
SolarEdge Technologies-28.56% -38.66% -7.72%
Applied Optoelectronics -8.55%-4.64%-2.90%

SolarEdge Technologies has a beta of 1.42, suggesting that its share price is 42% more volatile than the broader market. Comparatively, Applied Optoelectronics has a beta of 3.67, suggesting that its share price is 267% more volatile than the broader market.

Summary

Applied Optoelectronics beats SolarEdge Technologies on 13 of the 16 factors compared between the two stocks.

How does SolarEdge Technologies compare to Leonardo DRS?

Leonardo DRS (NASDAQ:DRS) and SolarEdge Technologies (NASDAQ:SEDG) are both electronic equipment companies, but which is the better stock? We will compare the two businesses based on the strength of their institutional ownership, risk, media sentiment, valuation, earnings, analyst recommendations, profitability and dividends.

Leonardo DRS has a beta of 0.34, suggesting that its share price is 66% less volatile than the broader market. Comparatively, SolarEdge Technologies has a beta of 1.42, suggesting that its share price is 42% more volatile than the broader market.

Leonardo DRS has higher revenue and earnings than SolarEdge Technologies. SolarEdge Technologies is trading at a lower price-to-earnings ratio than Leonardo DRS, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Leonardo DRS$3.65B3.34$278M$1.0742.75
SolarEdge Technologies$1.28B2.50-$405.45M-$6.13N/A

Leonardo DRS currently has a consensus price target of $52.80, suggesting a potential upside of 15.44%. SolarEdge Technologies has a consensus price target of $35.67, suggesting a potential downside of 31.89%. Given Leonardo DRS's stronger consensus rating and higher possible upside, analysts clearly believe Leonardo DRS is more favorable than SolarEdge Technologies.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Leonardo DRS
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.71
SolarEdge Technologies
7 Sell rating(s)
15 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.74

In the previous week, SolarEdge Technologies had 4 more articles in the media than Leonardo DRS. MarketBeat recorded 8 mentions for SolarEdge Technologies and 4 mentions for Leonardo DRS. SolarEdge Technologies' average media sentiment score of 0.37 beat Leonardo DRS's score of -0.49 indicating that SolarEdge Technologies is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Leonardo DRS
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
SolarEdge Technologies
4 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

18.8% of Leonardo DRS shares are owned by institutional investors. Comparatively, 95.1% of SolarEdge Technologies shares are owned by institutional investors. 0.3% of Leonardo DRS shares are owned by insiders. Comparatively, 1.0% of SolarEdge Technologies shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Leonardo DRS has a net margin of 7.85% compared to SolarEdge Technologies' net margin of -28.56%. Leonardo DRS's return on equity of 12.02% beat SolarEdge Technologies' return on equity.

Company Net Margins Return on Equity Return on Assets
Leonardo DRS7.85% 12.02% 7.59%
SolarEdge Technologies -28.56%-38.66%-7.72%

Summary

Leonardo DRS beats SolarEdge Technologies on 12 of the 17 factors compared between the two stocks.

How does SolarEdge Technologies compare to Viavi Solutions?

Viavi Solutions (NASDAQ:VIAV) and SolarEdge Technologies (NASDAQ:SEDG) are both electronic equipment companies, but which is the better stock? We will contrast the two companies based on the strength of their dividends, institutional ownership, valuation, analyst recommendations, media sentiment, risk, earnings and profitability.

Viavi Solutions has a beta of 1.18, meaning that its stock price is 18% more volatile than the broader market. Comparatively, SolarEdge Technologies has a beta of 1.42, meaning that its stock price is 42% more volatile than the broader market.

Viavi Solutions has higher revenue and earnings than SolarEdge Technologies. Viavi Solutions is trading at a lower price-to-earnings ratio than SolarEdge Technologies, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Viavi Solutions$1.37B8.56$34.80M-$0.24N/A
SolarEdge Technologies$1.28B2.50-$405.45M-$6.13N/A

In the previous week, SolarEdge Technologies had 2 more articles in the media than Viavi Solutions. MarketBeat recorded 8 mentions for SolarEdge Technologies and 6 mentions for Viavi Solutions. Viavi Solutions' average media sentiment score of 1.10 beat SolarEdge Technologies' score of 0.37 indicating that Viavi Solutions is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Viavi Solutions
3 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
SolarEdge Technologies
4 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Viavi Solutions has a net margin of -4.03% compared to SolarEdge Technologies' net margin of -28.56%. Viavi Solutions' return on equity of 16.80% beat SolarEdge Technologies' return on equity.

Company Net Margins Return on Equity Return on Assets
Viavi Solutions-4.03% 16.80% 5.70%
SolarEdge Technologies -28.56%-38.66%-7.72%

95.5% of Viavi Solutions shares are owned by institutional investors. Comparatively, 95.1% of SolarEdge Technologies shares are owned by institutional investors. 1.8% of Viavi Solutions shares are owned by insiders. Comparatively, 1.0% of SolarEdge Technologies shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Viavi Solutions presently has a consensus target price of $42.75, suggesting a potential downside of 14.45%. SolarEdge Technologies has a consensus target price of $35.67, suggesting a potential downside of 31.89%. Given Viavi Solutions' stronger consensus rating and higher probable upside, analysts clearly believe Viavi Solutions is more favorable than SolarEdge Technologies.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Viavi Solutions
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67
SolarEdge Technologies
7 Sell rating(s)
15 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.74

Summary

Viavi Solutions beats SolarEdge Technologies on 13 of the 16 factors compared between the two stocks.

Get SolarEdge Technologies News Delivered to You Automatically

Sign up to receive the latest news and ratings for SEDG and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SEDG and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

SEDG vs. The Competition

MetricSolarEdge TechnologiesSolar IndustryEnergy SectorNASDAQ Exchange
Market Cap$3.19B$3.09B$9.77B$12.11B
Dividend YieldN/A3.73%10.53%5.81%
P/E Ratio-8.5413.0319.1524.00
Price / Sales2.5081.26748.15102.13
Price / CashN/A12.1637.2637.84
Price / Book7.324.364.136.53
Net Income-$405.45M$25.50M$4.24B$336.99M
7 Day Performance-8.36%-2.24%-1.20%-0.22%
1 Month Performance-15.46%-9.26%-6.95%0.77%
1 Year Performance226.09%84.88%32.49%31.57%

SolarEdge Technologies Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SEDG
SolarEdge Technologies
1.4497 of 5 stars
$52.37
-9.0%
$35.67
-31.9%
+248.4%$3.19B$1.28BN/A3,576
ENPH
Enphase Energy
3.819 of 5 stars
$52.40
-4.0%
$44.65
-14.8%
+46.2%$7.19B$1.47B51.882,872
RUN
Sunrun
3.9267 of 5 stars
$12.47
-3.3%
$18.48
+48.2%
+118.6%$3.07B$2.96B5.859,059
AAOI
Applied Optoelectronics
1.8048 of 5 stars
$191.55
+13.3%
$79.80
-58.3%
+630.2%$13.57B$455.71MN/A4,691
DRS
Leonardo DRS
3.8748 of 5 stars
$46.68
-3.8%
$52.00
+11.4%
+2.3%$12.95B$3.65B43.637,300

Related Companies and Tools


This page (NASDAQ:SEDG) was last updated on 6/23/2026 by MarketBeat.com Staff.
From Our Partners