How Does SEDG Stock Compare With Its Peers Right Now?

SEDG: SolarEdge Technologies logo
SEDG
SolarEdge Technologies

Here is how SolarEdge Technologies (SEDG) stacks up against its peers in size, valuation, growth and margin.

  • SEDG’s operating margin of -140.2% is negative, and lowest among peers; KLAC has 41.2%.
  • SEDG’s revenue growth of -37.8% in the last 12 months is negative, lagging FSLR, ENPH, CSIQ, KLAC, NVMI.
  • SEDG gained 20.4% in the past year and trades at a PE of -1.1, outperforming its peers.

As a quick background, SolarEdge Technologies provides DC-optimized inverter systems for solar PV, along with energy storage, backup, EV charging, and home energy management solutions for solar providers and installers.

  SEDG FSLR ENPH CSIQ KLAC NVMI
Market Cap ($ Bil) 1.9 22.1 4.7 0.8 116.0 7.5
Revenue ($ Bil) 0.9 4.3 1.5 5.9 12.2 0.8
PE Ratio -1.1 17.5 26.8 -81.8 28.6 31.9
LTM Revenue Growth -37.8% 19.4% 4.4% -19.1% 23.9% 43.7%
LTM Operating Margin -140.2% 32.3% 12.8% -2.3% 41.2% 28.9%
LTM FCF Margin -10.3% -22.9% 25.2% -45.6% 30.8% 25.5%
12M Market Return 20.4% -6.2% -69.5% -12.0% 9.3% 6.8%

Why does this matter? SEDG just went up 21.2% in a week – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell SEDG Stock to see if SolarEdge Technologies holds up as a quality investment. Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through SEDG Dip Buyer Analysis lens.

While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.

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Revenue Growth Comparison

  LTM 2025 2024 2023 2022
SEDG -37.8% -69.7% -4.3% 58.4%
FSLR 19.4% 26.7% 26.7% -10.4%
ENPH 4.4% -41.9% -1.7% 68.7%
CSIQ -19.1% -21.3% 1.9% 41.5%
KLAC 23.9% 23.9% -6.5% 13.9%  
NVMI 43.7% 29.8% -9.3% 37.2%

Operating Margin Comparison

  LTM 2025 2024 2023 2022
SEDG -140.2% -163.8% 2.4% 9.2%
FSLR 32.3% 33.1% 26.7% -10.7%
ENPH 12.8% 6.8% 20.1% 19.3%
CSIQ -2.3% -0.5% 6.0% 4.8%
KLAC 41.2% 41.2% 37.1% 38.1%  
NVMI 28.9% 27.9% 25.5% 26.3%

PE Ratio Comparison

  LTM 2025 2024 2023 2022
SEDG -1.1 -0.4 154.2 166.4
FSLR 17.5 14.6 22.1 -361.4
ENPH 26.8 90.4 41.1 90.3
CSIQ -81.8 20.5 6.3 8.3
KLAC 28.6 20.6 28.5 15.5  
NVMI 31.9 31.2 29.1 16.7

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.