Free Trial

SolarEdge Technologies (SEDG) Competitors

SolarEdge Technologies logo
$73.82 -4.69 (-5.97%)
As of 02:50 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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

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), Planet Labs PBC (PL), Leonardo DRS (DRS), and Applied Optoelectronics (AAOI).

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 stock? We will compare the two businesses based on the strength of their valuation, institutional ownership, analyst recommendations, profitability, dividends, risk, media sentiment and earnings.

In the previous week, Enphase Energy had 5 more articles in the media than SolarEdge Technologies. MarketBeat recorded 19 mentions for Enphase Energy and 14 mentions for SolarEdge Technologies. Enphase Energy's average media sentiment score of 1.21 beat SolarEdge Technologies' score of 1.05 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
14 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
SolarEdge Technologies
8 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Enphase Energy presently has a consensus target price of $44.24, suggesting a potential downside of 35.52%. SolarEdge Technologies has a consensus target price of $33.25, suggesting a potential downside of 54.72%. Given Enphase Energy's stronger consensus rating and higher possible upside, equities analysts plainly believe Enphase Energy is more favorable than SolarEdge Technologies.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Enphase Energy
6 Sell rating(s)
10 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.12
SolarEdge Technologies
7 Sell rating(s)
15 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.74

Enphase Energy has a beta of 1.6, suggesting that its stock price is 60% more volatile than the broader market. Comparatively, SolarEdge Technologies has a beta of 1.42, suggesting that its stock price is 42% more volatile than the broader market.

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%

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$1.40B6.46$172.13M$1.0167.92
SolarEdge Technologies$1.18B3.77-$405.45M-$6.13N/A

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

Summary

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

How does SolarEdge Technologies compare to Sunrun?

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

In the previous week, Sunrun and Sunrun both had 14 articles in the media. Sunrun's average media sentiment score of 1.42 beat SolarEdge Technologies' score of 1.05 indicating that Sunrun is being referred to more favorably in the media.

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

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
Sunrun$2.96B1.19$449.95M$2.136.94
SolarEdge Technologies$1.18B3.77-$405.45M-$6.13N/A

Sunrun presently has a consensus price target of $18.48, indicating a potential upside of 25.00%. SolarEdge Technologies has a consensus price target of $33.25, indicating a potential downside of 54.72%. Given Sunrun's stronger consensus rating and higher possible upside, equities research analysts plainly believe Sunrun is more favorable than SolarEdge Technologies.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Sunrun
2 Sell rating(s)
8 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.52
SolarEdge Technologies
7 Sell rating(s)
15 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.74

Sunrun has a beta of 2.32, suggesting that its share price is 132% more 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.

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
Sunrun17.88% 14.06% 2.56%
SolarEdge Technologies -28.56%-38.66%-7.72%

91.7% of Sunrun shares are owned by institutional investors. Comparatively, 95.1% of SolarEdge Technologies shares are owned by institutional investors. 3.6% of Sunrun 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 is poised for long-term growth.

Summary

Sunrun beats SolarEdge Technologies on 14 of the 16 factors compared between the two stocks.

How does SolarEdge Technologies compare to Planet Labs PBC?

Planet Labs PBC (NYSE:PL) and SolarEdge Technologies (NASDAQ:SEDG) are both electronic equipment companies, but which is the better business? We will contrast the two businesses based on the strength of their profitability, risk, dividends, earnings, institutional ownership, analyst recommendations, valuation and media sentiment.

Planet Labs PBC has a beta of 1.99, meaning that its share price is 99% more volatile than the broader market. Comparatively, SolarEdge Technologies has a beta of 1.42, meaning that its share price is 42% more volatile than the broader market.

SolarEdge Technologies has a net margin of -28.56% compared to Planet Labs PBC's net margin of -80.22%. SolarEdge Technologies' return on equity of -38.66% beat Planet Labs PBC's return on equity.

Company Net Margins Return on Equity Return on Assets
Planet Labs PBC-80.22% -69.61% -27.38%
SolarEdge Technologies -28.56%-38.66%-7.72%

Planet Labs PBC has higher earnings, but lower revenue than SolarEdge Technologies. Planet Labs PBC 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
Planet Labs PBC$307.73M48.28-$246.86M-$0.78N/A
SolarEdge Technologies$1.18B3.77-$405.45M-$6.13N/A

In the previous week, Planet Labs PBC had 2 more articles in the media than SolarEdge Technologies. MarketBeat recorded 16 mentions for Planet Labs PBC and 14 mentions for SolarEdge Technologies. SolarEdge Technologies' average media sentiment score of 1.05 beat Planet Labs PBC's score of 0.48 indicating that SolarEdge Technologies is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Planet Labs PBC
6 Very Positive mention(s)
0 Positive mention(s)
8 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
SolarEdge Technologies
8 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

41.7% of Planet Labs PBC shares are held by institutional investors. Comparatively, 95.1% of SolarEdge Technologies shares are held by institutional investors. 16.4% of Planet Labs PBC shares are held by insiders. Comparatively, 1.0% of SolarEdge Technologies shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Planet Labs PBC presently has a consensus target price of $30.61, indicating a potential downside of 28.69%. SolarEdge Technologies has a consensus target price of $33.25, indicating a potential downside of 54.72%. Given Planet Labs PBC's stronger consensus rating and higher probable upside, research analysts clearly believe Planet Labs PBC is more favorable than SolarEdge Technologies.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Planet Labs PBC
3 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.25
SolarEdge Technologies
7 Sell rating(s)
15 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.74

Summary

Planet Labs PBC beats SolarEdge Technologies on 9 of the 16 factors compared between the two stocks.

How does SolarEdge Technologies compare to Leonardo DRS?

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

95.1% of SolarEdge Technologies shares are held by institutional investors. Comparatively, 18.8% of Leonardo DRS shares are held by institutional investors. 1.0% of SolarEdge Technologies shares are held by insiders. Comparatively, 0.3% of Leonardo DRS shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

In the previous week, SolarEdge Technologies had 7 more articles in the media than Leonardo DRS. MarketBeat recorded 14 mentions for SolarEdge Technologies and 7 mentions for Leonardo DRS. Leonardo DRS's average media sentiment score of 1.13 beat SolarEdge Technologies' score of 1.05 indicating that Leonardo DRS is being referred to more favorably in the news media.

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

SolarEdge Technologies currently has a consensus price target of $33.25, indicating a potential downside of 54.72%. Leonardo DRS has a consensus price target of $52.00, indicating a potential upside of 12.38%. Given Leonardo DRS's stronger consensus rating and higher probable upside, analysts plainly believe Leonardo DRS 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
Leonardo DRS
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.63

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
SolarEdge Technologies$1.18B3.77-$405.45M-$6.13N/A
Leonardo DRS$3.70B3.34$278M$1.0743.24

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
SolarEdge Technologies-28.56% -38.66% -7.72%
Leonardo DRS 7.85%12.02%7.59%

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

Summary

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

How does SolarEdge Technologies compare to Applied Optoelectronics?

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

61.7% of Applied Optoelectronics shares are owned by institutional investors. Comparatively, 95.1% of SolarEdge Technologies shares are owned by institutional investors. 3.8% of Applied Optoelectronics 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, large money managers and hedge funds believe a company will outperform the market over the long term.

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
Applied Optoelectronics-8.55% -4.64% -2.90%
SolarEdge Technologies -28.56%-38.66%-7.72%

Applied Optoelectronics has higher earnings, but lower revenue 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
Applied Optoelectronics$507M29.17-$38.23M-$0.66N/A
SolarEdge Technologies$1.18B3.77-$405.45M-$6.13N/A

In the previous week, Applied Optoelectronics had 5 more articles in the media than SolarEdge Technologies. MarketBeat recorded 19 mentions for Applied Optoelectronics and 14 mentions for SolarEdge Technologies. SolarEdge Technologies' average media sentiment score of 1.05 beat Applied Optoelectronics' score of 0.75 indicating that SolarEdge Technologies is being referred to more favorably in the news media.

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

Applied Optoelectronics currently has a consensus price target of $79.80, indicating a potential downside of 56.70%. SolarEdge Technologies has a consensus price target of $33.25, indicating a potential downside of 54.72%. Given SolarEdge Technologies' higher probable upside, analysts clearly believe SolarEdge Technologies is more favorable than Applied Optoelectronics.

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

Applied Optoelectronics has a beta of 3.66, meaning that its share price is 266% more volatile than the broader market. Comparatively, SolarEdge Technologies has a beta of 1.42, meaning that its share price is 42% more volatile than the broader market.

Summary

Applied Optoelectronics beats SolarEdge Technologies on 11 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$4.47B$3.71B$10.46B$12.40B
Dividend YieldN/A3.30%10.46%5.29%
P/E Ratio-11.9917.4920.7224.16
Price / Sales3.77106.53808.36124.65
Price / CashN/A13.9038.4657.88
Price / Book10.275.594.416.69
Net Income-$405.45M$24.30M$4.23B$336.98M
7 Day Performance0.25%7.09%1.97%0.45%
1 Month Performance71.09%30.18%0.13%4.95%
1 Year Performance305.38%141.30%51.53%34.01%

SolarEdge Technologies Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SEDG
SolarEdge Technologies
1.5982 of 5 stars
$73.84
-5.9%
$33.25
-55.0%
+359.1%$4.49B$1.18BN/A3,576
ENPH
Enphase Energy
2.9068 of 5 stars
$63.74
-6.8%
$44.24
-30.6%
+75.0%$9.01B$1.47B63.112,872
RUN
Sunrun
3.9393 of 5 stars
$15.58
-6.8%
$18.48
+18.6%
+113.6%$3.99B$2.96B7.319,059
PL
Planet Labs PBC
1.7622 of 5 stars
$46.66
-8.8%
$30.61
-34.4%
+1,165.2%$17.70B$307.73MN/A800
DRS
Leonardo DRS
4.4179 of 5 stars
$47.96
-1.6%
$52.00
+8.4%
+7.9%$13.01B$3.65B44.827,300

Related Companies and Tools


This page (NASDAQ:SEDG) was last updated on 6/3/2026 by MarketBeat.com Staff.
From Our Partners