We attended the RE+ conference and trade show in Anaheim, California. The conference and exhibit hall provided an opportunity to meet with companies as well as see latest product unveilings. We highlight our key takeaways below.
Enphase commands industry-leading gross margins and ROICs based on its high-tech product offering.
Enphase’s end markets are concentrated around the U.S. and residential end markets.
|
Metric
|
ENPH
|
TSLA
|
SEDG
|
|---|---|---|---|
Price/Earnings (Normalized) | 45.28 | 100.79 | 4.97 |
Price/Book Value | 16.22 | 12.02 | 0.54 |
Price/Sales | 10.32 | 9.16 | 0.76 |
Price/Cash Flow | 35.53 | 63.84 | — |
|
Metric
|
ENPH
|
TSLA
|
SEDG
|
|---|---|---|---|
Quick Ratio | 3.63 | 1.24 | 2.00 |
Current Ratio | 4.23 | 1.91 | 5.10 |
Interest Coverage | 8.91 | 25.38 | −92.56 |
|
Metric
|
ENPH
|
TSLA
|
SEDG
|
|---|---|---|---|
Return on Assets (Normalized) | 27.16% | 14.43% | −7.67% |
Return on Equity (Normalized) | 95.51% | 24.84% | −14.38% |
Return on Invested Capital (Normalized) | 37.76% | 20.04% | −10.79% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| First Solar Inc
FSLR
| Hrxzdpj | Fyv | $24.7 Bil | |||
| NEXTracker Inc Ordinary Shares - Class A
NXT
| Xkchycnb | Jmsh | $5.3 Bil | |||
| GCL Technology Holdings Ltd
GCPEF
| — | Qzpv | $5.2 Bil | |||
| Xinyi Solar Holdings Ltd
XNYIF
| — | Wykt | $5.0 Bil | |||
| Xinyi Solar Holdings Ltd ADR
XISHY
| — | Cnz | $5.0 Bil | |||
| Sunrun Inc
RUN
| Cvqqgny | Plyc | $3.7 Bil | |||
| JinkoSolar Holding Co Ltd DR
JKS
| — | Xyrhv | $1.5 Bil | |||
| SolarEdge Technologies Inc
SEDG
| Whbhgwjj | Cmr | $1.2 Bil | |||
| Shoals Technologies Group Inc Ordinary Shares - Class A
SHLS
| Qtddphmj | Qdtk | $854.9 Mil |
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United States