Solid Power Stock To $6?

SLDP: Solid Power logo
SLDP
Solid Power

Solid Power (SLDP) stock has jumped 52% during the past day, and is currently trading at $8.51. Our multi-factor assessment suggests that it may be time to sell SLDP stock. We have, overall, a pessimistic view of the stock, and a price of $6 may not be out of reach. We believe there are a few things to fear in SLDP stock given its overall Weak operating performance and financial condition. But keeping in mind its Very High valuation, we think that the stock is Very Unattractive.

Below is our assessment:

  CONCLUSION
What you pay:
Valuation Very High
What you get:
Growth Inconsistent
Profitability Very Weak
Financial Stability Very Strong
Downturn Resilience Very Weak
Operating Performance Weak
 
Stock Opinion Very Unattractive

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Let’s get into details of each of the assessed factors but before that, for quick background: With $1.6 Bil in market cap, Solid Power provides all-solid-state battery cells for electric vehicles and mobile power markets, specializing in advanced energy storage solutions.

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[1] Valuation Looks Very High

  SLDP S&P 500
Price-to-Sales Ratio 73.9 3.1
Price-to-Earnings Ratio -15.8 23.7
Price-to-Free Cash Flow Ratio -19.1 20.3

This table highlights how SLDP is valued vs broader market. For more details see: SLDP Valuation Ratios

[2] Growth Is Inconsistent

  • Solid Power has seen its top line grow at an average rate of 43.8% over the last 3 years
  • Its revenues have grown 15% from $18 Mil to $21 Mil in the last 12 months
  • Also, its quarterly revenues declined -19.8% to $3.7 Mil in the most recent quarter from $4.7 Mil a year ago.

  SLDP S&P 500
3-Year Average 43.8% 5.3%
Latest Twelve Months* 14.8% 5.6%
Most Recent Quarter (YoY)* -19.8% 6.7%

This table highlights how SLDP is growing vs broader market. For more details see: SLDP Revenue Comparison

[3] Profitability Appears Very Weak

  • SLDP last 12 month operating income was $-99 Mil representing operating margin of -480.1%
  • With cash flow margin of -332.8%, it generated nearly $-69 Mil in operating cash flow over this period
  • For the same period, SLDP generated nearly $-97 Mil in net income, suggesting net margin of about -468.6%

  SLDP S&P 500
Current Operating Margin -480.1% 18.8%
Current OCF Margin -332.8% 20.4%
Current Net Income Margin -468.6% 12.9%

This table highlights how SLDP profitability vs broader market. For more details see: SLDP Operating Income Comparison

[4] Financial Stability Looks Very Strong

  • SLDP Debt was $8.2 Mil at the end of the most recent quarter, while its current Market Cap is $1.6 Bil. This implies Debt-to-Equity Ratio of 0.5%
  • SLDP Cash (including cash equivalents) makes up $251 Mil of $416 Mil in total Assets. This yields a Cash-to-Assets Ratio of 60.4%

  SLDP S&P 500
Current Debt-to-Equity Ratio 0.5% 20.9%
Current Cash-to-Assets Ratio 60.4% 7.0%

[5] Downturn Resilience Is Very Weak

SLDP has fared much worse than the S&P 500 index during various economic downturns. We assess this based on both (a) how much the stock fell and, (b) how quickly it recovered.

2022 Inflation Shock

  • SLDP stock fell 91.2% from a high of $14.17 on 15 November 2021 to $1.24 on 30 October 2023 vs. a peak-to-trough decline of 25.4% for the S&P 500.
  • The stock is yet to recover to its pre-Crisis high
  • The highest the stock has reached since then is $8.51 on 5 November 2025 $8.51

  SLDP S&P 500
% Change from Pre-Recession Peak -91.2% -25.4%
Time to Full Recovery Not Fully Recovered 464 days

 

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