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SES AI (SES) Competitors

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$3.06 -0.08 (-2.55%)
Closing price 10/17/2025 03:59 PM Eastern
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$3.14 +0.08 (+2.61%)
As of 10/17/2025 07:59 PM Eastern
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SES vs. RUN, PLUG, EOSE, NOVT, FLNC, ENVX, ATKR, MVST, ENR, and AMPX

Should 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 (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.

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.

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

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 Ratio
Sunrun$2.04B2.21-$2.85B-$11.61-1.68
SES AI$2.04M548.58-$100.18M-$0.31-9.87

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)
2.62
SES AI
1 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

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.

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%

Summary

Sunrun beats SES AI on 12 of the 17 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$1.12B$5.99B$21.34B$21.75B
Dividend YieldN/A2.63%2.86%3.62%
P/E Ratio-9.8720.0416.7432.43
Price / Sales548.5822.4444.5458.69
Price / CashN/A28.8418.7124.38
Price / Book3.972.982.844.59
Net Income-$100.18M$180.12M$821.58M$1.02B
7 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

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SES
SES AI
0.7641 of 5 stars
$3.06
-2.5%
$2.00
-34.6%
+435.4%$1.12B$2.04M-9.87130Gap Down
RUN
Sunrun
2.813 of 5 stars
$21.17
+12.6%
$16.21
-23.4%
+33.9%$4.88B$2.13B-1.8211,058Trending News
Analyst Upgrade
Insider Trade
PLUG
Plug Power
2.728 of 5 stars
$3.90
+14.0%
$2.47
-36.7%
+66.7%$4.50B$628.81M-1.693,224Analyst Forecast
Options Volume
High Trading Volume
EOSE
Eos Energy Enterprises
1.4851 of 5 stars
$17.05
+23.4%
$7.58
-55.5%
+353.0%$4.43B$33.80M-3.27250News Coverage
Analyst Forecast
Gap Up
High Trading Volume
NOVT
Novanta
4.0297 of 5 stars
$103.12
+3.2%
$133.00
+29.0%
-40.4%$3.71B$956.88M60.663,000Gap Up
FLNC
Fluence Energy
1.5007 of 5 stars
$15.89
+21.4%
$9.28
-41.6%
-14.3%$2.90B$2.70B-75.671,595Analyst Forecast
Gap Up
ENVX
Enovix
2.7907 of 5 stars
$13.02
+7.9%
$17.00
+30.6%
-1.9%$2.56B$23.07M-15.50340News Coverage
ATKR
Atkore
3.4322 of 5 stars
$63.62
+3.3%
$79.57
+25.1%
-26.4%$2.14B$2.89B20.395,600
MVST
Microvast
0.7642 of 5 stars
$5.24
+21.0%
$3.00
-42.7%
+2,629.4%$1.70B$379.80M-10.271,921News Coverage
Analyst Downgrade
Gap Down
High Trading Volume
ENR
Energizer
4.3895 of 5 stars
$23.76
+0.8%
$31.00
+30.5%
-23.6%$1.62B$2.93B6.855,600News Coverage
Analyst Forecast
AMPX
Amprius Technologies
2.272 of 5 stars
$12.85
+7.7%
$13.14
+2.3%
+808.1%$1.61B$24.17M-38.9250

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This page (NYSE:SES) was last updated on 10/18/2025 by MarketBeat.com Staff
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