Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SEDG
Strong SellSinkerSolarEdge Technologies, Inc. · Technology · Israel · $1.9B · Avg Vol: $119M/d
COMPANY DESCRIPTION
SolarEdge Technologies is a global leader in smart energy technology, specializing in optimized inverter solutions for solar photovoltaic (PV) systems, including power optimizers, inverters, and cloud-based monitoring. Its strong competitive moat is built on proprietary technology, a robust patent portfolio, and significant market share in the module-level power electronics (MLPE) segment. The company's innovative solutions enhance energy production and safety for residential, commercial, and utility-scale solar installations.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.1B | 3.0B | 901.5M | 1.2B | -27.5% | 1.3B | 1.3B | 1.5B | 11.4% |
| EPS | 1.70 | 0.61 | -31.64 | -6.88 | -64.1% | -4.49 | — | — | — |
| Shares | 56.1M | 57.1M | 58.0M | 60.4M | +7.5% | 61.5M | — | — | — |
| Debt | 735.5M | 732.0M | 757.7M | 415.9M | -17.3% | 407.4M | — | — | — |
| Equity | 2.2B | 2.4B | 658.3M | 427.5M | -41.9% | — | — | — | — |
| Op CF | 31.3M | -180.1M | -313.3M | 104.3M | 49.4% | 114.1M | — | — | — |
| Inv CF | -417.0M | -268.9M | 416.3M | 379.9M | — | — | — | — | — |
| Fin CF | 654.6M | -12.0M | -20.1M | -348.9M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of SEDG are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SEDG | SolarEdge Technologies, Inc.(you) | $1.9B | 15 | Strong Sell |
| NYAX | Nayax Ltd. | $1.9B | 31 | Sell |
| WIX | Wix.com Ltd. | $3.7B | 26 | Sell |
| CLBT | Cellebrite DI Ltd. | $3.0B | 42 | Hold |
| GILT | Gilat Satellite Networks Ltd. | $766M | 38 | Hold |
| CAMT | Camtek Ltd. | $6.3B | 40 | Hold |
| RDWR | Radware Ltd. | $1.2B | 55 | Hold |
| SMWB | Similarweb Ltd. | $801M | 53 | Hold |
| VLN | Valens Semiconductor Ltd. | $195M | 27 | Sell |
| NVMI | Nova Ltd. | $11.1B | 40 | Hold |
Peer medians: ROE 4.7% · P/E 27.4x · Gross margin 57.1%