SEDG

SolarEdge Technologies Inc

Energy, TMT


Presented:04/11/2018
Price:$55.00
Cap:$2.55B
Current Price:$18.19
Cap:$1.04B

Presented

Date04/11/2018
Price$55.00
Market Cap$2.55B
Ent Value$1.50B
P/E Ratio29.73x
Book Value$9.07
Div Yield0%
Shares O/S46.43M
Ave Daily Vol819,820
Short IntN/A

Current

Price$18.19
Market Cap$1.04B
SolarEdge Technologies, Inc. engages in the operation of inverter solution for the harvesting and managing of photovoltaic solar power. Its products include power optimizer, inverter and monitoring portal. The company was founded by Guy Sella, Lior Handelsman, Yoav Galin, Meir Adest and Amir Fishelov in 2006 and is headquartered in Hod HaSharon, Israel.

Publicly traded companies mentioned herein: Enphase Energy Inc (ENPH), SMA Solar Technology AG (S92 GR), Solaredge Technologies Inc (SEDG), Sunrun Inc (RUN), Tesla Inc (TSLA)

Highlights

The presenter is short shares of Solaredge Technologies (SEDG), seeing intensifying competition in the solar panel power optimizer and inverter market with the entrance of Asian and European players. As a result, he does not think SEDG’s beat-and-raise performance over the last year will be replicable moving forward, and thinks current valuation underappreciates competitive risks.

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Idea Discussion

Commentor 1 - 2 weeks ago

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