Does Fluence Energy Stock Lead the Pack?

FLNC: Fluence Energy logo
FLNC
Fluence Energy

Fluence Energy’s stock has significantly underperformed its peers over the past year, but how does it truly measure up against others rapidly scaling in the energy storage boom? A closer look reveals robust revenue, but ongoing profitability challenges, moderate growth, and a difficult valuation, suggesting limited upside compared to more financially robust pure-plays as of 11/16/2025.

  • FLNC’s -1.1% operating margin, lagging ENLT’s 44.1%, highlights energy storage cost pressures and hardware sales reliance versus ENLT’s stable generation.
  • FLNC’s 14.3% revenue growth, strong vs. peers but behind ENLT, reflects high energy storage demand for grid resilience, while ENLT excels via new assets.
  • FLNC’s 7.4% stock decline and -127.1 P/E, underperforming peers, reflects investor caution on profitability and accounting issues despite growth.

Here’s how Fluence Energy stacks up across size, valuation, and profitability versus key peers.

  FLNC ELLO STEM BEPC ORA ENLT
Market Cap ($ Bil) 2.3 0.3 0.1 7.6 6.6 4.5
Revenue ($ Bil) 2.4 0.0 0.2 3.8 0.9 0.4
PE Ratio -127.1 -56.2 1.4 -8.7 49.5 38.8
LTM Revenue Growth 14.3% -5.0% -35.6% -10.5% 6.1% 43.8%
LTM Operating Margin -1.1% -1.8% -57.3% 23.5% 19.0% 44.1%
LTM FCF Margin -17.4% -196.7% -14.8% -19.8% -22.6% -94.8%
12M Market Return -7.4% 47.8% 136.4%   38.1% 130.8%

For more details on Fluence Energy, read Buy or Sell FLNC Stock. Nevertheless, when markets turn, single-asset exposure hurts. Smart financial advisors protect client wealth by working with partners who allocate across multiple asset classes – including the High Quality Portfolio.

Revenue Growth Comparison

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  LTM 2024 2023 2022
FLNC 14.3% 21.7% 85.0% 76.1%
ELLO -5.0% -17.1% -6.5% 16.9%
STEM -35.6% -68.7% 27.1% 185.0%
BEPC -10.5% 4.4% 5.0% 12.2%
ORA 6.1% 6.1% 13.0% 10.7%
ENLT 43.8% 52.7% 35.9% 87.6%

Operating Margin Comparison

  LTM 2024 2023 2022
FLNC -1.1% 1.0% -5.1% -23.7%
ELLO -1.8% -4.9% 0.4% 6.4%
STEM -57.3% -130.1% -38.9% -36.1%
BEPC 23.5% 24.3% 26.7% 33.0%
ORA 19.0% 20.2% 20.5% 25.4%
ENLT 44.1% 39.8% 40.2% 40.0%

PE Ratio Comparison

  LTM 2024 2023 2022
FLNC -127.1 88.2 -39.9 -11.4
ELLO -56.2 -32.0 86.6 -536.7
STEM 1.4 -0.0 -0.2 -0.6
BEPC -8.7 21.1
ORA 49.5 33.1 36.2 73.6
ENLT 38.8 46.1 31.2

While peer comparison is critical, the Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.