SES AI (SES) Competitors $3.06 -0.08 (-2.55%) Closing price 10/17/2025 03:59 PM EasternExtended Trading$3.14 +0.08 (+2.61%) As of 10/17/2025 07:59 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock SES vs. RUN, PLUG, EOSE, NOVT, FLNC, ENVX, ATKR, MVST, ENR, and AMPXShould you be buying SES AI stock or one of its competitors? The main competitors of SES AI include Sunrun (RUN), Plug Power (PLUG), Eos Energy Enterprises (EOSE), Novanta (NOVT), Fluence Energy (FLNC), Enovix (ENVX), Atkore (ATKR), Microvast (MVST), Energizer (ENR), and Amprius Technologies (AMPX). These companies are all part of the "electrical equipment" industry. SES AI vs. Its Competitors Sunrun Plug Power Eos Energy Enterprises Novanta Fluence Energy Enovix Atkore Microvast Energizer Amprius Technologies Sunrun (NASDAQ:RUN) and SES AI (NYSE:SES) are both electrical equipment companies, but which is the superior business? We will compare the two companies based on the strength of their media sentiment, earnings, institutional ownership, profitability, valuation, analyst recommendations, risk and dividends. Which has more risk and volatility, RUN or SES? Sunrun has a beta of 2.41, indicating that its stock price is 141% more volatile than the S&P 500. Comparatively, SES AI has a beta of 0.5, indicating that its stock price is 50% less volatile than the S&P 500. Does the media favor RUN or SES? In the previous week, Sunrun had 30 more articles in the media than SES AI. MarketBeat recorded 34 mentions for Sunrun and 4 mentions for SES AI. Sunrun's average media sentiment score of 0.43 beat SES AI's score of 0.31 indicating that Sunrun is being referred to more favorably in the media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Sunrun 11 Very Positive mention(s) 3 Positive mention(s) 13 Neutral mention(s) 1 Negative mention(s) 1 Very Negative mention(s) Neutral SES AI 0 Very Positive mention(s) 2 Positive mention(s) 2 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Neutral Which has stronger earnings & valuation, RUN or SES? SES AI has lower revenue, but higher earnings than Sunrun. SES AI 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 RatioSunrun$2.04B2.21-$2.85B-$11.61-1.68SES AI$2.04M548.58-$100.18M-$0.31-9.87 Do analysts rate RUN or SES? Sunrun presently has a consensus target price of $17.08, suggesting a potential downside of 12.47%. SES AI has a consensus target price of $2.00, suggesting a potential downside of 34.64%. Given Sunrun's stronger consensus rating and higher possible upside, equities analysts clearly believe Sunrun is more favorable than SES AI.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Sunrun 1 Sell rating(s) 10 Hold rating(s) 13 Buy rating(s) 2 Strong Buy rating(s) 2.62SES AI 1 Sell rating(s) 0 Hold rating(s) 1 Buy rating(s) 0 Strong Buy rating(s) 2.00 Do insiders & institutionals hold more shares of RUN or SES? 91.7% of Sunrun shares are held by institutional investors. Comparatively, 29.8% of SES AI shares are held by institutional investors. 3.4% of Sunrun shares are held by company insiders. Comparatively, 13.8% of SES AI shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term. Is RUN or SES more profitable? SES AI has a net margin of 0.00% compared to Sunrun's net margin of -120.59%. Sunrun's return on equity of 14.19% beat SES AI's return on equity.Company Net Margins Return on Equity Return on Assets Sunrun-120.59% 14.19% 2.90% SES AI N/A -36.08%-31.29% SummarySunrun beats SES AI on 12 of the 17 factors compared between the two stocks. Get SES AI News Delivered to You Automatically Sign up to receive the latest news and ratings for SES and its competitors with MarketBeat's FREE daily newsletter. Subscribe Now View SMS TermsBy 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 TimeWhat are MarkeBeat Followers?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. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?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.Skip Chart SES vs. The Competition Export to ExcelMetricSES AIAUTO/TRUCK IndustryAuto SectorNYSE ExchangeMarket Cap$1.12B$5.99B$21.34B$21.75BDividend YieldN/A2.63%2.86%3.62%P/E Ratio-9.8720.0416.7432.43Price / Sales548.5822.4444.5458.69Price / CashN/A28.8418.7124.38Price / Book3.972.982.844.59Net Income-$100.18M$180.12M$821.58M$1.02B7 Day Performance0.99%1.50%0.77%1.31%1 Month Performance94.29%-5.11%-6.78%-1.47%1 Year Performance378.80%29.88%6.12%9.54% SES AI Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SESSES AI0.7641 of 5 stars$3.06-2.5%$2.00-34.6%+435.4%$1.12B$2.04M-9.87130Gap DownRUNSunrun2.813 of 5 stars$21.17+12.6%$16.21-23.4%+33.9%$4.88B$2.13B-1.8211,058Trending NewsAnalyst UpgradeInsider TradePLUGPlug Power2.728 of 5 stars$3.90+14.0%$2.47-36.7%+66.7%$4.50B$628.81M-1.693,224Analyst ForecastOptions VolumeHigh Trading VolumeEOSEEos Energy Enterprises1.4851 of 5 stars$17.05+23.4%$7.58-55.5%+353.0%$4.43B$33.80M-3.27250News CoverageAnalyst ForecastGap UpHigh Trading VolumeNOVTNovanta4.0297 of 5 stars$103.12+3.2%$133.00+29.0%-40.4%$3.71B$956.88M60.663,000Gap UpFLNCFluence Energy1.5007 of 5 stars$15.89+21.4%$9.28-41.6%-14.3%$2.90B$2.70B-75.671,595Analyst ForecastGap UpENVXEnovix2.7907 of 5 stars$13.02+7.9%$17.00+30.6%-1.9%$2.56B$23.07M-15.50340News CoverageATKRAtkore3.4322 of 5 stars$63.62+3.3%$79.57+25.1%-26.4%$2.14B$2.89B20.395,600MVSTMicrovast0.7642 of 5 stars$5.24+21.0%$3.00-42.7%+2,629.4%$1.70B$379.80M-10.271,921News CoverageAnalyst DowngradeGap DownHigh Trading VolumeENREnergizer4.3895 of 5 stars$23.76+0.8%$31.00+30.5%-23.6%$1.62B$2.93B6.855,600News CoverageAnalyst ForecastAMPXAmprius Technologies2.272 of 5 stars$12.85+7.7%$13.14+2.3%+808.1%$1.61B$24.17M-38.9250 Related Companies and Tools Related Companies Sunrun Competitors Plug Power Competitors Eos Energy Enterprises Competitors Novanta Competitors Fluence Energy Competitors Enovix Competitors Atkore Competitors Microvast Competitors Energizer Competitors Amprius Technologies Competitors Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NYSE:SES) was last updated on 10/18/2025 by MarketBeat.com Staff From Our PartnersREVEALED: Something Big Happening Behind White House DoorsWhat I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...Paradigm Press | SponsoredThis dark force is about to change everythingSomething unusual is unfolding inside the Republican Party — from Marjorie Taylor Greene breaking ranks to Ted...Porter & Company | SponsoredMove $1,000 into this stock before Nov 6The End of Tesla? 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