SolarEdge Technologies vs Shoals Technologies
SEDG and SHLS side by side, both in electronic components and accessories. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How SEDG and SHLS compare
SolarEdge Technologies and Shoals Technologies are about the same size, with market caps of $1.5B and $1.4B.
Shoals Technologies grew revenue faster over the last twelve months (49.2% versus 26.1% for SolarEdge Technologies).
Shoals Technologies keeps more of each dollar of sales as profit, with a net margin of 5.8% compared with −17.3% at SolarEdge Technologies.
Shoals Technologies scores higher on the StockData Score (12 against 10 for SolarEdge Technologies), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | SEDG | SHLS |
|---|---|---|
| Size and price | ||
| Market cap | $1.5B | $1.4B |
| Share price | $23.85 | $8.29 |
| Change, 1 year | −43.9% | −7.2% |
| Change, 5 years | −93.5% | −74.8% |
| Beta (5Y) | 1.30 | 1.11 |
| Employees | 3,576 | 1,480 |
| StockData Score | ||
| Total score | 10 | 12 (better) |
| Valuation score | 2 | 4 (better) |
| Growth score | 2 | 3 (better) |
| Performance score | 1 | 2 (better) |
| Health score | 5 (better) | 3 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | – | 36.0× |
| P/S | 1.1× (better) | 2.2× |
| P/B | 3.5× | 2.2× (better) |
| EV/EBITDA | – | 16.2× |
| P/FCF | 19.6× | – |
| FCF yield | 5.1% (better) | −2.5% |
| Fair value | $47.56 | $9.59 |
| Margin of safety | 49.9% (better) | 13.6% |
| Growth | ||
| Revenue growth (TTM) | 26.1% | 49.2% (better) |
| Revenue growth, 5Y average | −4.1% | 22.0% (better) |
| Net income growth (TTM) | – | 13.7% |
| EPS growth (TTM) | – | 15.0% |
| Profitability | ||
| Gross margin | 26.3% | 30.9% (better) |
| Operating margin | −9.2% | 11.2% (better) |
| Net margin | −17.3% | 5.8% (better) |
| FCF margin | 5.7% (better) | −5.3% |
| Return on equity | −50.6% | 6.2% (better) |
| Return on invested capital | – | 8.6% |
| Financial health | ||
| Debt / equity | 0.00 | – |
| Interest coverage | – | 5.7× |
| Current ratio | 2.12 | 2.45 (better) |
| Altman Z-score | 0.45 | 3.84 (better) |
| Piotroski F-score | 7 (better) | 6 |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 96.4% | 105% |
| Held by insiders | 3.1% | 2.0% |
| Insider net buying, 12 months | −$99.5K (better) | −$618K |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 17.4% | 9.5% |
Go deeper
- SEDG stock overview
- SEDG income statement
- SEDG valuation and score
- SHLS stock overview
- SHLS income statement
- SHLS valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.