SES AI (SES) Competitors

$1.00 -0.01 (-1.09%)

As of 02:09 PM Eastern

SES vs. ENVX, ENR, BLDP, NRGV, and SLDP

Should you be buying SES AI stock or one of its competitors? The main competitors of SES AI include Enovix (ENVX), Energizer (ENR), Ballard Power Systems (BLDP), Energy Vault (NRGV), and Solid Power (SLDP). These companies are all part of the "electrical equipment" industry.

How does SES AI compare to Enovix?

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

Enovix has a beta of 2.24, meaning that its share price is 124% more volatile than the broader market. Comparatively, SES AI has a beta of 0.84, meaning that its share price is 16% less volatile than the broader market.

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Enovix	$31.82M	46.86	-$156.74M	-$0.77	N/A
SES AI	$21.92M	16.71	-$73.04M	-$0.22	N/A

Enovix presently has a consensus target price of $14.05, indicating a potential upside of 104.89%. SES AI has a consensus target price of $2.70, indicating a potential upside of 170.27%. Given SES AI's higher possible upside, analysts plainly believe SES AI is more favorable than Enovix.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Enovix	2 Sell rating(s)	2 Hold rating(s)	6 Buy rating(s)	0 Strong Buy rating(s)	2.40
SES AI	1 Sell rating(s)	1 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	2.00

In the previous week, SES AI had 25 more articles in the media than Enovix. MarketBeat recorded 30 mentions for SES AI and 5 mentions for Enovix. Enovix's average media sentiment score of 0.66 beat SES AI's score of 0.05 indicating that Enovix is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Enovix	2 Very Positive mention(s)	0 Positive mention(s)	0 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive
SES AI	4 Very Positive mention(s)	2 Positive mention(s)	22 Neutral mention(s)	0 Negative mention(s)	2 Very Negative mention(s)	Neutral

50.9% of Enovix shares are owned by institutional investors. Comparatively, 29.8% of SES AI shares are owned by institutional investors. 12.7% of Enovix 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, hedge funds and endowments believe a company will outperform the market over the long term.

SES AI has a net margin of -331.72% compared to Enovix's net margin of -492.57%. SES AI's return on equity of -28.65% beat Enovix's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Enovix	-492.57%	-64.29%	-23.65%
SES AI	-331.72%	-28.65%	-23.21%

Summary

SES AI beats Enovix on 9 of the 16 factors compared between the two stocks.

How does SES AI compare to Energizer?

Energizer (NYSE:ENR) and SES AI (NYSE:SES) are both small-cap electrical equipment companies, but which is the better stock? We will compare the two companies based on the strength of their valuation, earnings, analyst recommendations, media sentiment, institutional ownership, dividends, risk and profitability.

Energizer has a beta of 0.81, meaning that its stock price is 19% less volatile than the broader market. Comparatively, SES AI has a beta of 0.84, meaning that its stock price is 16% less volatile than the broader market.

93.7% of Energizer shares are held by institutional investors. Comparatively, 29.8% of SES AI shares are held by institutional investors. 1.6% of Energizer 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 hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Energizer has a net margin of 6.55% compared to SES AI's net margin of -331.72%. Energizer's return on equity of 144.22% beat SES AI's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Energizer	6.55%	144.22%	5.37%
SES AI	-331.72%	-28.65%	-23.21%

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Energizer	$2.95B	0.42	$239M	$2.73	6.56
SES AI	$21.92M	16.71	-$73.04M	-$0.22	N/A

Energizer presently has a consensus target price of $23.14, suggesting a potential upside of 29.28%. SES AI has a consensus target price of $2.70, suggesting a potential upside of 170.27%. Given SES AI's higher possible upside, analysts plainly believe SES AI is more favorable than Energizer.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Energizer	0 Sell rating(s)	7 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	2.13
SES AI	1 Sell rating(s)	1 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	2.00

In the previous week, SES AI had 14 more articles in the media than Energizer. MarketBeat recorded 30 mentions for SES AI and 16 mentions for Energizer. Energizer's average media sentiment score of 0.73 beat SES AI's score of 0.05 indicating that Energizer is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Energizer	5 Very Positive mention(s)	3 Positive mention(s)	6 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
SES AI	4 Very Positive mention(s)	2 Positive mention(s)	22 Neutral mention(s)	0 Negative mention(s)	2 Very Negative mention(s)	Neutral

Summary

Energizer beats SES AI on 10 of the 15 factors compared between the two stocks.

How does SES AI compare to Ballard Power Systems?

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

SES AI presently has a consensus price target of $2.70, indicating a potential upside of 170.27%. Ballard Power Systems has a consensus price target of $3.51, indicating a potential downside of 16.37%. Given SES AI's stronger consensus rating and higher probable upside, research analysts clearly believe SES AI is more favorable than Ballard Power Systems.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
SES AI	1 Sell rating(s)	1 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	2.00
Ballard Power Systems	3 Sell rating(s)	11 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	1.87

SES AI has a beta of 0.84, suggesting that its stock price is 16% less volatile than the broader market. Comparatively, Ballard Power Systems has a beta of 1.94, suggesting that its stock price is 94% more volatile than the broader market.

Ballard Power Systems has a net margin of -78.60% compared to SES AI's net margin of -331.72%. Ballard Power Systems' return on equity of -13.48% beat SES AI's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
SES AI	-331.72%	-28.65%	-23.21%
Ballard Power Systems	-78.60%	-13.48%	-11.64%

In the previous week, Ballard Power Systems had 2 more articles in the media than SES AI. MarketBeat recorded 32 mentions for Ballard Power Systems and 30 mentions for SES AI. Ballard Power Systems' average media sentiment score of 0.54 beat SES AI's score of 0.05 indicating that Ballard Power Systems is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
SES AI	4 Very Positive mention(s)	2 Positive mention(s)	22 Neutral mention(s)	0 Negative mention(s)	2 Very Negative mention(s)	Neutral
Ballard Power Systems	5 Very Positive mention(s)	5 Positive mention(s)	11 Neutral mention(s)	3 Negative mention(s)	0 Very Negative mention(s)	Positive

29.8% of SES AI shares are held by institutional investors. Comparatively, 28.0% of Ballard Power Systems shares are held by institutional investors. 13.8% of SES AI shares are held by company insiders. Comparatively, 0.2% of Ballard Power Systems shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
SES AI	$21.92M	16.71	-$73.04M	-$0.22	N/A
Ballard Power Systems	$99.40M	12.72	-$90.91M	-$0.27	N/A

Summary

SES AI beats Ballard Power Systems on 8 of the 15 factors compared between the two stocks.

How does SES AI compare to Energy Vault?

Energy Vault (NYSE:NRGV) and SES AI (NYSE:SES) are both small-cap electrical equipment companies, but which is the superior stock? We will compare the two companies based on the strength of their analyst recommendations, risk, valuation, dividends, media sentiment, profitability, earnings and institutional ownership.

Energy Vault has a beta of 1.14, indicating that its stock price is 14% more volatile than the broader market. Comparatively, SES AI has a beta of 0.84, indicating that its stock price is 16% less volatile than the broader market.

Energy Vault presently has a consensus price target of $5.02, indicating a potential downside of 1.11%. SES AI has a consensus price target of $2.70, indicating a potential upside of 170.27%. Given SES AI's stronger consensus rating and higher possible upside, analysts clearly believe SES AI is more favorable than Energy Vault.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Energy Vault	3 Sell rating(s)	0 Hold rating(s)	2 Buy rating(s)	0 Strong Buy rating(s)	1.80
SES AI	1 Sell rating(s)	1 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	2.00

Energy Vault has a net margin of -52.97% compared to SES AI's net margin of -331.72%. SES AI's return on equity of -28.65% beat Energy Vault's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Energy Vault	-52.97%	-144.72%	-40.88%
SES AI	-331.72%	-28.65%	-23.21%

In the previous week, SES AI had 16 more articles in the media than Energy Vault. MarketBeat recorded 30 mentions for SES AI and 14 mentions for Energy Vault. Energy Vault's average media sentiment score of 0.56 beat SES AI's score of 0.05 indicating that Energy Vault is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Energy Vault	4 Very Positive mention(s)	2 Positive mention(s)	4 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Positive
SES AI	4 Very Positive mention(s)	2 Positive mention(s)	22 Neutral mention(s)	0 Negative mention(s)	2 Very Negative mention(s)	Neutral

40.0% of Energy Vault shares are held by institutional investors. Comparatively, 29.8% of SES AI shares are held by institutional investors. 17.2% of Energy Vault shares are held by insiders. Comparatively, 13.8% of SES AI 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.

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Energy Vault	$217.02M	4.04	-$103.61M	-$0.71	N/A
SES AI	$21.92M	16.71	-$73.04M	-$0.22	N/A

Summary

SES AI beats Energy Vault on 9 of the 16 factors compared between the two stocks.

How does SES AI compare to Solid Power?

Solid Power (NASDAQ:SLDP) and SES AI (NYSE:SES) are both small-cap auto/tires/trucks companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, media sentiment, dividends, profitability, valuation, earnings, risk and institutional ownership.

Solid Power has a beta of 1.91, indicating that its share price is 91% more volatile than the broader market. Comparatively, SES AI has a beta of 0.84, indicating that its share price is 16% less volatile than the broader market.

33.7% of Solid Power shares are held by institutional investors. Comparatively, 29.8% of SES AI shares are held by institutional investors. 5.7% of Solid Power 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 hedge funds, endowments and large money managers believe a company is poised for long-term growth.

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Solid Power	$21.75M	30.17	-$93.41M	-$0.48	N/A
SES AI	$21.92M	16.71	-$73.04M	-$0.22	N/A

In the previous week, SES AI had 8 more articles in the media than Solid Power. MarketBeat recorded 30 mentions for SES AI and 22 mentions for Solid Power. Solid Power's average media sentiment score of 0.76 beat SES AI's score of 0.05 indicating that Solid Power is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Solid Power	5 Very Positive mention(s)	4 Positive mention(s)	3 Neutral mention(s)	0 Negative mention(s)	1 Very Negative mention(s)	Positive
SES AI	4 Very Positive mention(s)	2 Positive mention(s)	22 Neutral mention(s)	0 Negative mention(s)	2 Very Negative mention(s)	Neutral

Solid Power presently has a consensus price target of $7.00, indicating a potential upside of 135.29%. SES AI has a consensus price target of $2.70, indicating a potential upside of 170.27%. Given SES AI's higher possible upside, analysts clearly believe SES AI is more favorable than Solid Power.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Solid Power	1 Sell rating(s)	1 Hold rating(s)	2 Buy rating(s)	0 Strong Buy rating(s)	2.25
SES AI	1 Sell rating(s)	1 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	2.00

SES AI has a net margin of -331.72% compared to Solid Power's net margin of -485.47%. Solid Power's return on equity of -21.57% beat SES AI's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Solid Power	-485.47%	-21.57%	-20.02%
SES AI	-331.72%	-28.65%	-23.21%

Summary

Solid Power and SES AI tied by winning 8 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.

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.

SES vs. The Competition

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Metric	SES AI	AUTO/TRUCK Industry	Auto Sector	NYSE Exchange
Market Cap	$365.89M	$5.86B	$22.46B	$22.92B
Dividend Yield	N/A	2.31%	2.67%	4.03%
P/E Ratio	-4.54	24.75	23.78	28.72
Price / Sales	16.71	26.50	17.84	104.53
Price / Cash	N/A	11.80	12.11	19.21
Price / Book	1.69	4.41	3.20	4.63
Net Income	-$73.04M	$183.33M	$388.47M	$1.07B
7 Day Performance	3.10%	-0.10%	0.47%	-0.58%
1 Month Performance	-0.99%	1.67%	0.63%	3.47%
1 Year Performance	10.51%	16.54%	-0.16%	24.66%

SES AI Competitors List

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Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
SES SES AI	2.7976 of 5 stars	$1.00 -1.1%	$2.70 +170.3%	+17.3%	$365.89M	$21.92M	N/A	130	Analyst Upgrade High Trading Volume
ENVX Enovix	2.8 of 5 stars	$6.75 -0.3%	$14.05 +108.1%	+9.0%	$1.47B	$31.82M	N/A	340	Upcoming Earnings
ENR Energizer	4.723 of 5 stars	$19.33 -1.8%	$23.43 +21.2%	-18.4%	$1.35B	$2.95B	6.51	6,050	Earnings Report
BLDP Ballard Power Systems	1.1782 of 5 stars	$3.29 -2.9%	$2.69 -18.4%	+210.0%	$1.02B	$99.40M	N/A	1,370	Earnings Report
NRGV Energy Vault	1.3825 of 5 stars	$4.43 +1.0%	$4.03 -9.0%	+557.7%	$757.63M	$203.67M	N/A	70	Earnings Report Gap Up

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This page (NYSE:SES) was last updated on 5/12/2026 by MarketBeat.com Staff.

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SES AI (SES) Competitors