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SES AI (SES) Competitors

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$0.77 +0.00 (+0.19%)
Closing price 07/10/2026 03:59 PM Eastern
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$0.77 0.00 (-0.52%)
As of 04:53 AM Eastern
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SES vs. FREY, ENVX, BLDP, NRGV, and SLDP

Should you buy SES AI stock or one of its competitors? MarketBeat compares SES AI with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with SES AI include FREYR Battery (FREY), Enovix (ENVX), 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 FREYR Battery?

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

SES AI has a beta of 0.95, indicating that its stock price is 5% less volatile than the broader market. Comparatively, FREYR Battery has a beta of 0.94, indicating that its stock price is 6% less volatile than the broader market.

SES AI currently has a consensus price target of $2.70, suggesting a potential upside of 249.74%. Given SES AI's stronger consensus rating and higher possible upside, research analysts clearly believe SES AI is more favorable than FREYR Battery.

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
FREYR Battery
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

FREYR Battery has lower revenue, but higher earnings than SES AI. FREYR Battery 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$21.92M12.91-$73.04M-$0.22N/A
FREYR BatteryN/AN/A-$71.94M-$0.76N/A

FREYR Battery has a net margin of 0.00% compared to SES AI's net margin of -331.72%. FREYR Battery's return on equity of -19.16% beat SES AI's return on equity.

Company Net Margins Return on Equity Return on Assets
SES AI-331.72% -28.65% -23.21%
FREYR Battery N/A -19.16%-16.70%

In the previous week, SES AI had 4 more articles in the media than FREYR Battery. MarketBeat recorded 4 mentions for SES AI and 0 mentions for FREYR Battery. SES AI's average media sentiment score of 0.15 beat FREYR Battery's score of 0.00 indicating that SES AI is being referred to more favorably in the media.

Company Overall Sentiment
SES AI Neutral
FREYR Battery Neutral

29.8% of SES AI shares are held by institutional investors. Comparatively, 52.3% of FREYR Battery shares are held by institutional investors. 13.8% of SES AI shares are held by company insiders. Comparatively, 20.4% of FREYR Battery shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Summary

SES AI beats FREYR Battery on 9 of the 15 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 electrical equipment companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, risk, analyst recommendations, dividends, institutional ownership, valuation, profitability and media sentiment.

Enovix currently has a consensus price target of $12.64, indicating a potential upside of 143.01%. SES AI has a consensus price target of $2.70, indicating a potential upside of 249.74%. Given SES AI's higher possible upside, analysts clearly 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)
1 Hold rating(s)
7 Buy rating(s)
0 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

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Enovix$31.82M35.65-$156.74M-$0.83N/A
SES AI$21.92M12.91-$73.04M-$0.22N/A

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

SES AI has a net margin of -331.72% compared to Enovix's net margin of -499.64%. 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-499.64% -64.28% -21.19%
SES AI -331.72%-28.65%-23.21%

In the previous week, Enovix had 3 more articles in the media than SES AI. MarketBeat recorded 7 mentions for Enovix and 4 mentions for SES AI. Enovix's average media sentiment score of 0.81 beat SES AI's score of 0.15 indicating that Enovix is being referred to more favorably in the media.

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

Enovix has a beta of 2.26, meaning that its share price is 126% more volatile than the broader market. Comparatively, SES AI has a beta of 0.95, meaning that its share price is 5% less volatile than the broader market.

Summary

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

How does SES AI compare to Ballard Power Systems?

Ballard Power Systems (NASDAQ:BLDP) and SES AI (NYSE:SES) 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 valuation, risk, earnings, dividends, media sentiment, analyst recommendations, institutional ownership and profitability.

Ballard Power Systems currently has a consensus price target of $3.53, indicating a potential upside of 14.45%. SES AI has a consensus price target of $2.70, indicating a potential upside of 249.74%. Given SES AI's stronger consensus rating and higher probable upside, analysts plainly believe SES AI is more favorable than Ballard Power Systems.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ballard Power Systems
3 Sell rating(s)
11 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.87
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, Ballard Power Systems and Ballard Power Systems both had 4 articles in the media. SES AI's average media sentiment score of 0.15 beat Ballard Power Systems' score of 0.12 indicating that SES AI is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ballard Power Systems
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
SES AI
0 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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
Ballard Power Systems-78.60% -13.48% -11.64%
SES AI -331.72%-28.65%-23.21%

28.0% of Ballard Power Systems shares are held by institutional investors. Comparatively, 29.8% of SES AI shares are held by institutional investors. 0.2% of Ballard Power Systems 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.

Ballard Power Systems has a beta of 2.25, meaning that its share price is 125% more volatile than the broader market. Comparatively, SES AI has a beta of 0.95, meaning that its share price is 5% less volatile than the broader market.

SES AI has lower revenue, but higher earnings 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
Ballard Power Systems$99.40M9.34-$90.91M-$0.27N/A
SES AI$21.92M12.91-$73.04M-$0.22N/A

Summary

SES AI beats Ballard Power Systems on 9 of the 14 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 investment? We will contrast the two businesses based on the strength of their institutional ownership, valuation, earnings, risk, dividends, analyst recommendations, profitability and media sentiment.

40.0% of Energy Vault shares are owned by institutional investors. Comparatively, 29.8% of SES AI shares are owned by institutional investors. 17.2% of Energy Vault 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 will outperform the market over the long term.

In the previous week, Energy Vault had 3 more articles in the media than SES AI. MarketBeat recorded 7 mentions for Energy Vault and 4 mentions for SES AI. Energy Vault's average media sentiment score of 0.86 beat SES AI's score of 0.15 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
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
SES AI
0 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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% -171.09% -40.28%
SES AI -331.72%-28.65%-23.21%

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$217.02M2.83-$103.61M-$0.71N/A
SES AI$21.92M12.91-$73.04M-$0.22N/A

Energy Vault has a beta of 1.17, suggesting that its share price is 17% more volatile than the broader market. Comparatively, SES AI has a beta of 0.95, suggesting that its share price is 5% less volatile than the broader market.

Energy Vault presently has a consensus target price of $5.08, suggesting a potential upside of 47.31%. SES AI has a consensus target price of $2.70, suggesting a potential upside of 249.74%. Given SES AI's higher possible 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)
2 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.00
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 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 auto/tires/trucks companies, but which is the better business? We will contrast the two companies based on the strength of their valuation, profitability, risk, media sentiment, analyst recommendations, dividends, earnings and institutional ownership.

In the previous week, SES AI and SES AI both had 4 articles in the media. Solid Power's average media sentiment score of 0.81 beat SES AI's score of 0.15 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)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Solid Power
0 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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
SES AI-331.72% -28.65% -23.21%
Solid Power -485.47%-21.57%-20.02%

SES AI has a beta of 0.95, suggesting that its stock price is 5% less volatile than the broader market. Comparatively, Solid Power has a beta of 1.9, suggesting that its stock price is 90% more volatile than the broader market.

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SES AI$21.92M12.91-$73.04M-$0.22N/A
Solid Power$21.75M24.00-$93.41M-$0.48N/A

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

SES AI presently has a consensus price target of $2.70, indicating a potential upside of 249.74%. Solid Power has a consensus price target of $6.92, indicating a potential upside of 198.13%. 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

Summary

Solid Power beats SES AI on 8 of the 15 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$282.48M$6.04B$21.56B$23.43B
Dividend YieldN/A2.12%2.60%4.02%
P/E Ratio-3.5121.6018.9631.40
Price / Sales12.9121.6814.98170.28
Price / CashN/A11.2211.6918.64
Price / Book1.314.473.164.77
Net Income-$73.04M$183.89M$333.00M$1.06B
7 Day Performance-12.27%0.54%-1.57%-0.39%
1 Month Performance-27.51%-3.48%-4.05%0.05%
1 Year Performance-17.56%-0.26%-7.74%17.05%

SES AI Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SES
SES AI
2.0926 of 5 stars
$0.77
+0.2%
$2.70
+249.7%
-17.6%$282.48M$21.92MN/A130
FREY
FREYR Battery
N/A$8.56
-6.8%
N/A+396.4%$1.20BN/AN/A210
ENVX
Enovix
2.2348 of 5 stars
$5.62
+4.9%
$12.64
+124.8%
-63.0%$1.17B$31.82MN/A340
BLDP
Ballard Power Systems
1.717 of 5 stars
$3.46
-1.7%
$3.59
+3.7%
+64.7%$1.06B$99.40MN/A1,370
NRGV
Energy Vault
2.8633 of 5 stars
$4.09
+1.2%
$5.08
+24.1%
+313.6%$720.11M$203.67MN/A70

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This page (NYSE:SES) was last updated on 7/13/2026 by MarketBeat.com Staff.
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