SolarEdge Technologies (NASDAQ:SEDG) and Marvell Technology Group (NASDAQ:MRVL) are both large-cap oils/energy companies, but which is the superior investment? We will contrast the two businesses based on the strength of their earnings, institutional ownership, risk, analyst recommendations, profitability, valuation and dividends.
Analyst Recommendations
This is a summary of recent recommendations and price targets for SolarEdge Technologies and Marvell Technology Group, as provided by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score |
---|
SolarEdge Technologies | 2 | 9 | 6 | 0 | 2.24 |
Marvell Technology Group | 0 | 5 | 22 | 0 | 2.81 |
SolarEdge Technologies currently has a consensus price target of $294.00, suggesting a potential downside of 1.44%. Marvell Technology Group has a consensus price target of $48.52, suggesting a potential upside of 0.50%. Given Marvell Technology Group's stronger consensus rating and higher possible upside, analysts plainly believe Marvell Technology Group is more favorable than SolarEdge Technologies.
Risk and Volatility
SolarEdge Technologies has a beta of 0.98, indicating that its stock price is 2% less volatile than the S&P 500. Comparatively, Marvell Technology Group has a beta of 1.17, indicating that its stock price is 17% more volatile than the S&P 500.
Insider and Institutional Ownership
77.5% of SolarEdge Technologies shares are held by institutional investors. Comparatively, 87.3% of Marvell Technology Group shares are held by institutional investors. 2.9% of SolarEdge Technologies shares are held by insiders. Comparatively, 0.3% of Marvell Technology Group shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.
Profitability
This table compares SolarEdge Technologies and Marvell Technology Group's net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets |
---|
SolarEdge Technologies | 11.55% | 19.31% | 10.18% |
Marvell Technology Group | 51.19% | 3.76% | 2.91% |
Earnings and Valuation
This table compares SolarEdge Technologies and Marvell Technology Group's revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio |
---|
SolarEdge Technologies | $1.43 billion | 10.79 | $146.55 million | $2.90 | 102.87 |
Marvell Technology Group | $2.70 billion | 12.02 | $1.58 billion | $0.32 | 150.88 |
Marvell Technology Group has higher revenue and earnings than SolarEdge Technologies. SolarEdge Technologies is trading at a lower price-to-earnings ratio than Marvell Technology Group, indicating that it is currently the more affordable of the two stocks.
Summary
Marvell Technology Group beats SolarEdge Technologies on 9 of the 14 factors compared between the two stocks.