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SES AI (SES) Competitors

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$0.88 +0.06 (+7.44%)
Closing price 03:59 PM Eastern
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$0.87 -0.01 (-0.57%)
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SES vs. BLDP, LYTS, ENVX, ARRY, and SLDP

Should you buy SES AI stock or one of its competitors? SES AI's main competitors and comparable companies include Ballard Power Systems (BLDP), LSI Industries (LYTS), Enovix (ENVX), Array Technologies (ARRY), 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 Ballard Power Systems?

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

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 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$21M14.78-$73.04M-$0.20N/A
Ballard Power Systems$99.40M7.26-$90.91M-$0.26N/A

SES AI has a beta of 0.99, suggesting that its share price is 1% less volatile than the broader market. Comparatively, Ballard Power Systems has a beta of 2.26, suggesting that its share price is 126% more volatile than the broader market.

SES AI presently has a consensus price target of $2.55, suggesting a potential upside of 205.02%. Ballard Power Systems has a consensus price target of $3.39, suggesting a potential upside of 64.84%. Given SES AI's stronger consensus rating and higher possible 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

29.8% of SES AI shares are owned by institutional investors. Comparatively, 28.0% of Ballard Power Systems shares are owned by institutional investors. 13.8% of SES AI shares are owned by insiders. Comparatively, 0.2% of Ballard Power Systems shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

In the previous week, SES AI had 2 more articles in the media than Ballard Power Systems. MarketBeat recorded 5 mentions for SES AI and 3 mentions for Ballard Power Systems. Ballard Power Systems' average media sentiment score of 0.56 beat SES AI's score of 0.00 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
0 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Ballard Power Systems
1 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

SES AI beats Ballard Power Systems on 9 of the 16 factors compared between the two stocks.

How does SES AI compare to LSI Industries?

SES AI (NYSE:SES) and LSI Industries (NASDAQ:LYTS) are both small-cap industrials companies, but which is the better stock? We will contrast the two businesses based on the strength of their profitability, media sentiment, valuation, earnings, dividends, risk, analyst recommendations and institutional ownership.

LSI Industries has a net margin of 3.28% compared to SES AI's net margin of -289.64%. LSI Industries' return on equity of 7.51% beat SES AI's return on equity.

Company Net Margins Return on Equity Return on Assets
SES AI-289.64% -26.21% -20.78%
LSI Industries 3.28%7.51%3.71%

29.8% of SES AI shares are held by institutional investors. Comparatively, 73.9% of LSI Industries shares are held by institutional investors. 13.8% of SES AI shares are held by insiders. Comparatively, 7.3% of LSI Industries 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.

SES AI has a beta of 0.99, suggesting that its stock price is 1% less volatile than the broader market. Comparatively, LSI Industries has a beta of 0.48, suggesting that its stock price is 52% less volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SES AI$21M14.78-$73.04M-$0.20N/A
LSI Industries$689.40M1.15$22.58M$0.6731.71

In the previous week, LSI Industries had 1 more articles in the media than SES AI. MarketBeat recorded 6 mentions for LSI Industries and 5 mentions for SES AI. LSI Industries' average media sentiment score of 0.53 beat SES AI's score of 0.00 indicating that LSI Industries is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SES AI
0 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
LSI Industries
1 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

SES AI presently has a consensus target price of $2.55, indicating a potential upside of 205.02%. LSI Industries has a consensus target price of $29.00, indicating a potential upside of 36.49%. Given SES AI's higher possible upside, research analysts clearly believe SES AI is more favorable than LSI Industries.

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
LSI Industries
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.60

Summary

LSI Industries beats SES AI on 12 of the 16 factors compared between the two stocks.

How does SES AI compare to Enovix?

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

Enovix currently has a consensus price target of $11.77, suggesting a potential upside of 312.35%. SES AI has a consensus price target of $2.55, suggesting a potential upside of 205.02%. Given Enovix's stronger consensus rating and higher probable upside, analysts plainly believe Enovix is more favorable than SES AI.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Enovix
2 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.50
SES AI
1 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

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

Enovix has a beta of 2.49, suggesting that its stock price is 149% more volatile than the broader market. Comparatively, SES AI has a beta of 0.99, suggesting that its stock price is 1% less volatile than the broader market.

In the previous week, SES AI had 1 more articles in the media than Enovix. MarketBeat recorded 5 mentions for SES AI and 4 mentions for Enovix. Enovix's average media sentiment score of 0.48 beat SES AI's score of 0.00 indicating that Enovix is being referred to more favorably in the media.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Enovix$31.82M19.69-$156.74M-$0.81N/A
SES AI$21M14.78-$73.04M-$0.20N/A

SES AI has a net margin of -289.64% compared to Enovix's net margin of -473.89%. SES AI's return on equity of -26.21% beat Enovix's return on equity.

Company Net Margins Return on Equity Return on Assets
Enovix-473.89% -64.50% -19.31%
SES AI -289.64%-26.21%-20.78%

Summary

Enovix beats SES AI on 11 of the 17 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 compare the two businesses based on the strength of their profitability, risk, earnings, analyst recommendations, valuation, dividends, media sentiment and institutional ownership.

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%

SES AI has a beta of 0.99, meaning that its stock price is 1% less volatile than the broader market. Comparatively, Array Technologies has a beta of 1.82, meaning that its stock price is 82% more volatile than the broader market.

SES AI presently has a consensus target price of $2.55, indicating a potential upside of 205.02%. Array Technologies has a consensus target price of $9.36, indicating a potential upside of 134.36%. Given SES AI's higher possible upside, equities analysts clearly 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
1 Sell rating(s)
12 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.36

In the previous week, SES AI had 5 more articles in the media than Array Technologies. MarketBeat recorded 5 mentions for SES AI and 0 mentions for Array Technologies. SES AI's average media sentiment score of 0.00 equaled Array Technologies'average media sentiment score.

Company Overall Sentiment
SES AI Neutral
Array Technologies Neutral

29.8% of SES AI shares are held by institutional investors. 13.8% of SES AI shares are held by company insiders. Comparatively, 0.6% of Array Technologies shares are held by company 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.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SES AI$21M14.78-$73.04M-$0.20N/A
Array Technologies$1.28B0.48-$52.24M-$0.98N/A

Summary

Array Technologies beats SES AI on 8 of the 15 factors compared between the two stocks.

How does SES AI compare to Solid Power?

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

In the previous week, SES AI had 3 more articles in the media than Solid Power. MarketBeat recorded 5 mentions for SES AI and 2 mentions for Solid Power. Solid Power's average media sentiment score of 1.35 beat SES AI's score of 0.00 indicating that Solid Power is being referred to more favorably in the news media.

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

SES AI has higher earnings, but lower revenue 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
SES AI$21M14.78-$73.04M-$0.20N/A
Solid Power$21.75M24.71-$93.41M-$0.45N/A

SES AI currently has a consensus target price of $2.55, suggesting a potential upside of 205.02%. Solid Power has a consensus target price of $6.92, suggesting a potential upside of 193.70%. Given SES AI's higher possible upside, research analysts clearly believe SES AI is more favorable than Solid Power.

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
Solid Power
1 Sell rating(s)
1 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.40

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

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
SES AI-289.64% -26.21% -20.78%
Solid Power -485.47%-19.69%-18.39%

SES AI has a beta of 0.99, meaning that its stock price is 1% less volatile than the broader market. Comparatively, Solid Power has a beta of 1.99, meaning that its stock price is 99% more volatile than the broader market.

Summary

Solid Power beats SES AI on 9 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$325.62M$10.77B$10.26B$22.72B
Dividend YieldN/A2.34%96.75%3.74%
P/E Ratio-4.3846.1625.4327.75
Price / Sales15.511,552.60274.1720.15
Price / CashN/A34.0823.8239.56
Price / Book1.497.084.814.64
Net Income-$73.04M$139.54M$616.94M$1.08B
7 Day Performance63.31%-0.62%-0.97%-1.06%
1 Month Performance73.66%0.12%-1.92%-5.02%
1 Year Performance-50.03%0.37%3.05%5.78%

SES AI Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SES
SES AI
1.6199 of 5 stars
$0.88
+7.4%
$2.55
+190.8%
-54.1%$325.62M$21MN/A215
BLDP
Ballard Power Systems
2.1992 of 5 stars
$2.22
+2.3%
$3.50
+57.7%
-31.8%$761.87M$99.40MN/A492
LYTS
LSI Industries
4.2203 of 5 stars
$20.69
+1.7%
$29.00
+40.2%
-11.8%$758.27M$689.40M30.883,175
ENVX
Enovix
2.7685 of 5 stars
$2.98
-0.3%
$11.77
+295.1%
-75.0%$656.15M$31.82MN/A664
ARRY
Array Technologies
3.6248 of 5 stars
$4.06
flat
$9.56
+135.5%
-57.3%$625.27M$1.28BN/A1,200

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This page (NYSE:SES) was last updated on 10/2/2026 by MarketBeat.com Staff.
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