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SES AI (SES) Competitors

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$1.32 +0.07 (+5.20%)
Closing price 09/15/2025 03:59 PM Eastern
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$1.29 -0.02 (-1.90%)
As of 05:11 AM Eastern
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SES vs. PLUG, FLNC, AMPX, MVST, SLDP, BLDP, NPWR, BYRN, NRGV, and FREY

Should you be buying SES AI stock or one of its competitors? The main competitors of SES AI include Plug Power (PLUG), Fluence Energy (FLNC), Amprius Technologies (AMPX), Microvast (MVST), Solid Power (SLDP), Ballard Power Systems (BLDP), NET Power (NPWR), Byrna Technologies (BYRN), Energy Vault (NRGV), and FREYR Battery (FREY). These companies are all part of the "electrical equipment" industry.

SES AI vs. Its Competitors

Plug Power (NASDAQ:PLUG) and SES AI (NYSE:SES) are both small-cap electrical equipment companies, but which is the superior investment? We will contrast the two businesses based on the strength of their risk, institutional ownership, profitability, dividends, valuation, analyst recommendations, earnings and media sentiment.

SES AI has a net margin of 0.00% compared to Plug Power's net margin of -292.84%. SES AI's return on equity of -36.08% beat Plug Power's return on equity.

Company Net Margins Return on Equity Return on Assets
Plug Power-292.84% -90.22% -50.27%
SES AI N/A -36.08%-31.29%

Plug Power has a beta of 2.09, meaning that its share price is 109% more volatile than the S&P 500. Comparatively, SES AI has a beta of 0.4, meaning that its share price is 60% less volatile than the S&P 500.

43.5% of Plug Power shares are owned by institutional investors. Comparatively, 29.8% of SES AI shares are owned by institutional investors. 1.4% of Plug Power shares are owned by insiders. Comparatively, 13.8% of SES AI shares are owned 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.

Plug Power currently has a consensus target price of $1.88, indicating a potential upside of 19.79%. SES AI has a consensus target price of $2.00, indicating a potential upside of 52.09%. Given SES AI's stronger consensus rating and higher probable upside, analysts clearly believe SES AI is more favorable than Plug Power.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Plug Power
5 Sell rating(s)
7 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
1.94
SES AI
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

SES AI has lower revenue, but higher earnings than Plug Power. SES AI is trading at a lower price-to-earnings ratio than Plug Power, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Plug Power$628.81M2.88-$2.10B-$2.31-0.68
SES AI$2.04M235.75-$100.18M-$0.31-4.24

In the previous week, Plug Power had 6 more articles in the media than SES AI. MarketBeat recorded 9 mentions for Plug Power and 3 mentions for SES AI. SES AI's average media sentiment score of 1.60 beat Plug Power's score of 1.01 indicating that SES AI is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Plug Power
3 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
SES AI
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Summary

SES AI beats Plug Power on 10 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SES and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE 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.
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SES vs. The Competition

MetricSES AIAUTO/TRUCK IndustryAuto SectorNYSE Exchange
Market Cap$457.15M$6.40B$20.73B$21.52B
Dividend YieldN/A2.40%2.67%3.50%
P/E Ratio-4.2423.1317.7729.84
Price / Sales235.7518.6443.8970.86
Price / CashN/A34.0121.5818.13
Price / Book1.713.142.984.65
Net Income-$100.18M$180.08M$825.47M$999.94M
7 Day Performance17.34%0.92%1.11%1.08%
1 Month Performance21.20%1.13%1.05%4.53%
1 Year Performance28.92%38.03%14.14%14.39%

SES AI Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SES
SES AI
3.0095 of 5 stars
$1.32
+5.2%
$2.00
+52.1%
+24.1%$457.15M$2.04M-4.24130Short Interest ↓
PLUG
Plug Power
3.6376 of 5 stars
$1.44
-1.4%
$1.88
+30.6%
-19.9%$1.66B$628.81M-0.623,224Positive News
FLNC
Fluence Energy
2.25 of 5 stars
$7.21
-4.5%
$8.08
+12.0%
-66.0%$1.32B$2.45B-34.331,595Positive News
AMPX
Amprius Technologies
3.1375 of 5 stars
$7.67
+7.8%
$11.71
+52.8%
+843.7%$959.08M$44.24M-23.2450Gap Up
High Trading Volume
MVST
Microvast
0.9464 of 5 stars
$2.88
+12.5%
$3.00
+4.2%
+1,389.7%$937.02M$422.61M-5.651,921
SLDP
Solid Power
0.5769 of 5 stars
$3.92
-6.4%
$4.00
+2.0%
+199.2%$710.62M$20.14M-7.54240Positive News
Gap Up
BLDP
Ballard Power Systems
1.038 of 5 stars
$1.94
-2.5%
$1.51
-22.0%
+20.6%$583.13M$69.73M-1.961,370Positive News
Gap Up
NPWR
NET Power
2.4951 of 5 stars
$2.11
-4.3%
$4.00
+90.0%
-70.4%$461.46M$250K-0.8924Positive News
BYRN
Byrna Technologies
3.6336 of 5 stars
$20.24
+3.2%
$38.75
+91.5%
+25.6%$459.53M$103.53M32.65150Analyst Revision
NRGV
Energy Vault
1.178 of 5 stars
$1.92
-7.5%
$1.42
-26.0%
+143.5%$309.94M$46.20M-1.9770
FREY
FREYR Battery
N/A$1.98
+7.0%
$4.00
+102.0%
+84.2%$278.17MN/A-2.61210

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This page (NYSE:SES) was last updated on 9/16/2025 by MarketBeat.com Staff
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