Enphase Energy, Inc. (ENPH) vs First Solar, Inc. (FSLR) vs NextEra Energy, Inc. (NEE) vs Sunrun Inc. (RUN) vs SolarEdge Technologies, Inc. (SEDG)
Detailed comparison between Enphase Energy, Inc., First Solar, Inc., NextEra Energy, Inc., Sunrun Inc., SolarEdge Technologies, Inc..Total Return (%)
Enphase Energy, Inc. (ENPH)First Solar, Inc. (FSLR)NextEra Energy, Inc. (NEE)Sunrun Inc. (RUN)SolarEdge Technologies, Inc. (SEDG)
Which stock do you think will perform better?
Enphase Energy, Inc.
ENPH
First Solar, Inc.
FSLR
NextEra Energy, Inc.
NEE
Sunrun Inc.
RUN
SolarEdge Technologies, Inc.
SEDG
| Metric | Enphase Energy, Inc. (ENPH) | First Solar, Inc. (FSLR) | NextEra Energy, Inc. (NEE) | Sunrun Inc. (RUN) | SolarEdge Technologies, Inc. (SEDG) |
|---|---|---|---|---|---|
| Current Price | $73.28 | $186.21 | $72.11 | $10.12 | $14.83 |
| Change | 0.28 (0.38%) | -0.15 (-0.08%) | -0.26 (-0.36%) | 0.02 (0.20%) | -0.05 (-0.34%) |
| Market Cap | $9.90B | $19.94B | $148.29B | $2.27B | $0.86B |
| Trailing P/E | 159.30 | 16.05 | 21.40 | 0.00 | 0.00 |
| Forward P/E | 20.02 | 8.93 | 19.60 | -13.49 | -6.05 |
| Dividend Yield | 0.00% | 0.00% | 2.78% | 0.00% | 0.00% |
| 52-Week High | $141.63 | $306.77 | $86.10 | $22.26 | $97.64 |
| 52-Week Low | $58.33 | $135.88 | $53.95 | $9.01 | $10.24 |
| Beta | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Earnings Per Share | $0.46 | $11.60 | $3.37 | $-1.75 | $-29.10 |
Stock Analysis of Renewable Energy Companies
This detailed comparison evaluates key financial metrics for five renewable energy companies: Enphase Energy (ENPH), First Solar (FSLR), NextEra Energy (NEE), Sunrun (RUN), and SolarEdge Technologies (SEDG). We will assess each based on market performance, P/E ratio, dividend yield, growth potential, and summarize the findings.
1. Enphase Energy (ENPH)
Market Performance Trends
- ENPH has experienced significant volatility but has overall shown robust growth, benefiting from rising solar installations.
P/E Ratio
- Current P/E Ratio: Approximately 100 (high compared to historical averages), indicating high growth expectations priced into the stock.
Dividend Yield
- No dividends paid, focusing on growth re-investment.
Long-Term Growth Potential
- Strong growth drivers due to increasing global adoption of solar and energy storage solutions.
Key Advantages & Challenges
- Advantages: Market leader in microinverters, innovative product lineup.
- Challenges: High valuation may deter conservative investors; reliance on subsidies and policy changes in solar.
2. First Solar (FSLR)
Market Performance Trends
- Relatively stable growth, with notable rebounds during solar market rallies.
P/E Ratio
- Current P/E Ratio: Approximately 25 (fairly valued), indicating a moderate growth expectation.
Dividend Yield
- Approximately 1.1%. Consistent dividend history but growth is moderate.
Long-Term Growth Potential
- Strong fundamentals due to expanding demand for solar panels and declining costs for solar technology.
Key Advantages & Challenges
- Advantages: Strong manufacturing capabilities and sustainability focus.
- Challenges: Competition from cheaper global manufacturers and potential trade tariffs.
3. NextEra Energy (NEE)
Market Performance Trends
- Steady long-term growth, consistently outperforming as a leading utility provider with a renewable focus.
P/E Ratio
- Current P/E Ratio: Approximately 35, reflecting investor confidence in its growth and stability.
Dividend Yield
- Currently around 2.1%, with a history of consistent dividend increases.
Long-Term Growth Potential
- Strong growth trajectory expected from its investments in renewable energy and ongoing expansion projects.
Key Advantages & Challenges
- Advantages: Diversified energy portfolio and solid financials.
- Challenges: Regulatory challenges and high debt levels can impact profitability.
4. Sunrun (RUN)
Market Performance Trends
- Has seen volatile stock performance, largely fueled by market conditions and competition.
P/E Ratio
- Current P/E Ratio: N/A due to recent losses, presenting a risk/reward scenario for growth-focused investors.
Dividend Yield
- No dividends, with profits reinvested toward expansion and acquisitions.
Long-Term Growth Potential
- Substantial potential driven by increasing residential solar adoption and energy efficiency trends.
Key Advantages & Challenges
- Advantages: Strong focus on residential solar and battery solutions.
- Challenges: High capital costs and competition from established players.
5. SolarEdge Technologies (SEDG)
Market Performance Trends
- Consistent upward trend, leveraging growth in solar inverter demand and energy storage markets.
P/E Ratio
- Current P/E Ratio: Approximately 80, indicating high investor expectations.
Dividend Yield
- Currently does not pay a dividend, prioritizing growth.
Long-Term Growth Potential
- High growth anticipated due to expanding global solar installations and energy efficiency trends.
Key Advantages & Challenges
- Advantages: Advanced inverter technology and expanding market presence.
- Challenges: Volatility in semiconductor markets may impact production costs.
Summary of Findings
Comparison Insights
| Metric | ENPH | FSLR | NEE | RUN | SEDG |
|---|---|---|---|---|---|
| Market Performance | Volatile | Stable | Steady | Volatile | Consistent |
| P/E Ratio | ~100 | ~25 | ~35 | N/A | ~80 |
| Dividend Yield | 0% | 1.1% | 2.1% | 0% | 0% |
| Long-Term Growth Potential | High | Moderate | High | High | High |
Overall Recommendations
- Most Promising Investment: NextEra Energy (NEE) stands out as the most balanced investment option, combining solid growth potential, a consistent dividend history, and a stable market performance. It benefits from a diversified energy portfolio and robust infrastructure investments in renewable energy.
Considerations for investors should include market conditions, individual risk tolerance, and investment horizons. Each of these stocks offers unique opportunities and risks that should align with your investment strategy.
This analysis is for informational purposes only and does not constitute financial advice.
Average Return
| Symbol | 1 Month | Year-to-date | 1 Year | 5 Years | 10 Years | Max |
|---|---|---|---|---|---|---|
| ENPH | 11.37% | 0.00% | -29.26% | 134.42% | 591.32% | 394.47% |
| FSLR | 5.87% | 0.00% | 27.61% | 261.22% | 367.51% | 319.96% |
| NEE | 3.35% | 0.00% | 25.93% | 12.28% | 164.79% | 161.03% |
| RUN | 10.84% | 0.00% | -23.16% | -41.74% | -6.04% | -6.04% |
| SEDG | 13.12% | 0.00% | -78.54% | -86.21% | -28.36% | -28.36% |