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SES AI (SES) Competitors

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$0.55 +0.04 (+7.30%)
As of 08/21/2026 03:58 PM Eastern

SES vs. ADSE, BLDP, ARRY, NRGV, and SLDP

Should you buy SES AI stock or one of its competitors? SES AI's main competitors and comparable companies include ADS-TEC Energy (ADSE), Ballard Power Systems (BLDP), Array Technologies (ARRY), Energy Vault (NRGV), and Solid Power (SLDP). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "electrical components & equipment" industry.

How does SES AI compare to ADS-TEC Energy?

ADS-TEC Energy (NASDAQ:ADSE) and SES AI (NYSE:SES) are both small-cap industrials 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, ADS-TEC Energy's average media sentiment score of 0.00 equaled SES AI'saverage media sentiment score.

Company Overall Sentiment
ADS-TEC Energy Neutral
SES AI Neutral

51.7% of ADS-TEC Energy shares are held by institutional investors. Comparatively, 29.8% of SES AI shares are held by institutional investors. 36.1% of ADS-TEC Energy shares are held by insiders. Comparatively, 13.8% of SES AI 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.

ADS-TEC Energy has a beta of 0.36, suggesting that its stock price is 64% less volatile than the broader market. Comparatively, SES AI has a beta of 1.01, suggesting that its stock price is 1% more volatile than the broader market.

ADS-TEC Energy has a net margin of 0.00% compared to SES AI's net margin of -289.64%. ADS-TEC Energy's return on equity of 0.00% beat SES AI's return on equity.

Company Net Margins Return on Equity Return on Assets
ADS-TEC EnergyN/A N/A N/A
SES AI -289.64%-26.21%-20.78%

ADS-TEC Energy has higher revenue and earnings than SES AI.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
ADS-TEC Energy$35.70M23.82-$62.44MN/AN/A
SES AI$21M9.53-$73.04M-$0.20N/A

SES AI has a consensus target price of $2.55, suggesting a potential upside of 367.38%. Given SES AI's stronger consensus rating and higher possible upside, analysts plainly believe SES AI is more favorable than ADS-TEC Energy.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
ADS-TEC Energy
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
SES AI
1 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

Summary

ADS-TEC Energy beats SES AI on 8 of the 12 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 industrials companies, but which is the superior stock? We will contrast the two companies based on the strength of their earnings, risk, analyst recommendations, dividends, valuation, profitability, media sentiment and institutional ownership.

SES AI has a beta of 1.01, suggesting that its share price is 1% more volatile than the broader market. Comparatively, Ballard Power Systems has a beta of 2.29, suggesting that its share price is 129% more volatile than the broader market.

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 endowments, hedge funds and large money managers believe a company is poised for long-term growth.

In the previous week, Ballard Power Systems had 6 more articles in the media than SES AI. MarketBeat recorded 6 mentions for Ballard Power Systems and 0 mentions for SES AI. Ballard Power Systems' average media sentiment score of 0.35 beat SES AI's score of 0.00 indicating that Ballard Power Systems is being referred to more favorably in the news media.

Company Overall Sentiment
SES AI Neutral
Ballard Power Systems Neutral

Ballard Power Systems has a net margin of -72.78% compared to SES AI's net margin of -289.64%. Ballard Power Systems' return on equity of -13.23% beat SES AI's return on equity.

Company Net Margins Return on Equity Return on Assets
SES AI-289.64% -26.21% -20.78%
Ballard Power Systems -72.78%-13.23%-11.44%

SES AI presently has a consensus price target of $2.55, indicating a potential upside of 367.38%. Ballard Power Systems has a consensus price target of $3.50, indicating a potential upside of 45.83%. Given SES AI's stronger consensus rating and higher probable upside, equities 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)
10 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
1.93

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SES AI$21M9.53-$73.04M-$0.20N/A
Ballard Power Systems$99.40M7.28-$90.91M-$0.26N/A

Summary

SES AI and Ballard Power Systems tied by winning 8 of the 16 factors compared between the two stocks.

How does SES AI compare to Array Technologies?

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SES AI$21M9.53-$73.04M-$0.20N/A
Array Technologies$1.28B0.56-$52.24M-$0.98N/A

In the previous week, Array Technologies had 5 more articles in the media than SES AI. MarketBeat recorded 5 mentions for Array Technologies and 0 mentions for SES AI. Array Technologies' average media sentiment score of 1.02 beat SES AI's score of 0.00 indicating that Array Technologies is being referred to more favorably in the news media.

Company Overall Sentiment
SES AI Neutral
Array Technologies Positive

SES AI has a beta of 1.01, meaning that its share price is 1% more volatile than the broader market. Comparatively, Array Technologies has a beta of 1.85, meaning that its share price is 85% more volatile than the broader market.

Array Technologies has a net margin of -7.25% compared to SES AI's net margin of -289.64%. SES AI's return on equity of -26.21% beat Array Technologies' return on equity.

Company Net Margins Return on Equity Return on Assets
SES AI-289.64% -26.21% -20.78%
Array Technologies -7.25%-82.63%9.11%

29.8% of SES AI shares are owned by institutional investors. 13.8% of SES AI shares are owned by insiders. Comparatively, 0.6% of Array Technologies shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

SES AI presently has a consensus price target of $2.55, suggesting a potential upside of 367.38%. Array Technologies has a consensus price target of $9.91, suggesting a potential upside of 111.35%. Given SES AI's higher possible upside, equities research analysts plainly believe SES AI is more favorable than Array Technologies.

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
Array Technologies
2 Sell rating(s)
10 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.33

Summary

Array Technologies beats SES AI on 9 of the 16 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 industrials companies, but which is the better investment? We will compare the two businesses based on the strength of their analyst recommendations, institutional ownership, profitability, risk, dividends, valuation, media sentiment and earnings.

Energy Vault has a beta of 1.21, meaning that its share price is 21% more volatile than the broader market. Comparatively, SES AI has a beta of 1.01, meaning that its share price is 1% more volatile than the broader market.

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Energy Vault$203.67M3.35-$103.61M-$0.66N/A
SES AI$21M9.53-$73.04M-$0.20N/A

In the previous week, Energy Vault had 14 more articles in the media than SES AI. MarketBeat recorded 14 mentions for Energy Vault and 0 mentions for SES AI. Energy Vault's average media sentiment score of 1.36 beat SES AI's score of 0.00 indicating that Energy Vault is being referred to more favorably in the media.

Company Overall Sentiment
Energy Vault Positive
SES AI 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, hedge funds and endowments believe a company will outperform the market over the long term.

Energy Vault has a net margin of -48.58% compared to SES AI's net margin of -289.64%. SES AI's return on equity of -26.21% beat Energy Vault's return on equity.

Company Net Margins Return on Equity Return on Assets
Energy Vault-48.58% -236.83% -34.74%
SES AI -289.64%-26.21%-20.78%

Energy Vault presently has a consensus price target of $6.01, suggesting a potential upside of 56.81%. SES AI has a consensus price target of $2.55, suggesting a potential upside of 367.38%. Given SES AI's higher probable upside, analysts plainly believe SES AI is more favorable than Energy Vault.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Energy Vault
2 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.29
SES AI
1 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

Summary

Energy Vault beats SES AI 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 industrials companies, but which is the superior investment? We will contrast the two companies based on the strength of their risk, institutional ownership, valuation, profitability, media sentiment, analyst recommendations, earnings and dividends.

SES AI has a net margin of -289.64% compared to Solid Power's net margin of -485.47%. Solid Power's return on equity of -19.69% beat SES AI's return on equity.

Company Net Margins Return on Equity Return on Assets
Solid Power-485.47% -19.69% -18.39%
SES AI -289.64%-26.21%-20.78%

Solid Power presently has a consensus price target of $6.92, suggesting a potential upside of 191.84%. SES AI has a consensus price target of $2.55, suggesting a potential upside of 367.38%. Given SES AI's higher probable upside, analysts plainly 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)
3 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

33.7% of Solid Power shares are owned by institutional investors. Comparatively, 29.8% of SES AI shares are owned by institutional investors. 5.7% of Solid Power shares are owned by insiders. Comparatively, 13.8% of SES AI shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Solid Power has a beta of 1.92, indicating that its stock price is 92% more volatile than the broader market. Comparatively, SES AI has a beta of 1.01, indicating that its stock price is 1% more volatile than the broader market.

SES AI has lower revenue, but higher 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Solid Power$21.75M24.86-$93.41M-$0.45N/A
SES AI$21M9.53-$73.04M-$0.20N/A

In the previous week, Solid Power had 2 more articles in the media than SES AI. MarketBeat recorded 2 mentions for Solid Power and 0 mentions for SES AI. Solid Power's average media sentiment score of 0.01 beat SES AI's score of 0.00 indicating that Solid Power is being referred to more favorably in the media.

Company Overall Sentiment
Solid Power Neutral
SES AI Neutral

Summary

Solid Power beats SES AI 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 AIElectrical Equipment IndustryIndustrials SectorNYSE Exchange
Market Cap$198.09M$10.51B$10.69B$24.30B
Dividend YieldN/A2.33%97.12%3.70%
P/E Ratio-2.7344.7026.6930.31
Price / Sales9.531,688.27328.8019.95
Price / CashN/A29.2224.4732.49
Price / Book1.076.194.496.77
Net Income-$73.04M$139.38M$612.35M$1.07B
7 Day Performance-9.37%-3.49%-1.41%-0.65%
1 Month Performance1.98%-1.94%2.54%3.38%
1 Year Performance-50.67%15.25%12.36%14.90%

SES AI Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SES
SES AI
1.7581 of 5 stars
$0.55
+7.3%
$2.55
+367.4%
-50.7%$198.09M$21MN/A130
ADSE
ADS-TEC Energy
N/A$12.00
+2.7%
N/A-5.9%$876.77M$35.70MN/A110
BLDP
Ballard Power Systems
3.0602 of 5 stars
$2.60
-3.7%
$3.50
+34.6%
+19.4%$814.07M$99.40MN/A1,370
ARRY
Array Technologies
4.0794 of 5 stars
$4.98
-1.4%
$9.91
+99.0%
-48.3%$777.74M$1.28BN/A1,200
NRGV
Energy Vault
3.8957 of 5 stars
$3.82
+0.8%
$5.41
+41.6%
+132.8%$675.55M$203.67MN/A70

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This page (NYSE:SES) was last updated on 8/23/2026 by MarketBeat.com Staff.
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