SolarEdge Technologies Inc (SEDG) Fair Value & Analysis
Technology · US · Market cap $3.4B · ISIN US83417M1045
What is SolarEdge Technologies Inc really worth?
SolarEdge Technologies Inc
SEDG · US
A solid business, but trading 76% above our fair value of $19.18.
Strengths
Risks
Fair value as of: Aug 29, 2026
From 7 valuation models · updated 7 days ago
Share price −30.7% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case ($24.37). The favourable scenario is already priced in.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
- Solid but not exceptional quality (52/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 29, 2026.
How to read this chart
60‑month range $10.47 – $368.33 · fair‑value band $14.00 – $24.37 · the $33.80 price screens above the $19.18 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 29, 2026.
Analysis
SolarEdge Technologies Inc (SEDG) currently trades at $33.80, while our model-based Fair Value estimate is $19.18, implying the stock looks roughly 76.2% overvalued today. The Quality Score stands at 52/100 (solid quality), in the Technology sector. Bull case: the DCF Models group reads highest at a median of $34.55 per share, and 3 of the 7 models we run sit above the $33.80 price. Bear case: the Asset-Based group reads lowest at $4.71, and 4 of the 7 models stay below the price. Evidence for this calculation is low.
Over the trailing twelve months, SolarEdge Technologies Inc generated revenue of $1.3B at a net margin of −28.6%. Revenue grew 41.5% year over year. It earns a return on equity of −72.5%. The balance sheet holds a net cash position of $116M. Fundamentals as of Aug 29, 2026
Our scenario range runs from $14.00 (bear case) to $24.37 (bull case); at $33.80, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 58% below its 52-week high and 146% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at −6% fair-value upside, at −43%, SEDG screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 7 models by family
Widest divergence: DCF Models ($34.55) versus Asset-Based ($4.71). Highest evidence: FCF DCF (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 29, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 50 · Market factors (momentum, volatility) 21
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
SolarEdge Technologies, Inc., together with its subsidiaries, operates as an energy technology company in the United States, Europe, and internationally.
Full company description
SolarEdge Technologies, Inc., together with its subsidiaries, operates as an energy technology company in the United States, Europe, and internationally. The company offers power optimizers and DC-to-AC inverters; Storage Solutions, such as home battery 400V and CSS-OD solution; EV chargers for residential and commercial applications; SolarEdge ONE, an energy optimization system; and cloud-based monitoring platform. It also provides mySolarEdge app, which enables system owners to track their real-time system production and household energy consumption; SolarEdge Go app, a mobile application for SolarEdge installers, integrating installation, management, and service capabilities; designer platform, a web-based tool; and mapper application for registering the physical layout of new PV sites. In addition, the company offers SetApp application to activate and configure SolarEdge inverters; grid services; and pre-sales support, ongoing trainings, and technical support before, during, and after installation based on its operation structure. It serves solar installers, solar distributors, and electrical equipment wholesalers, as well as providers of PV systems to residential and commercial end users through distributors and electrical equipment wholesalers, and directly to solar installers and engineering, procurement, and construction firms, or EPCs. SolarEdge Technologies, Inc. was incorporated in 2006 and is headquartered in Herzliya Pituach, Israel.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
SolarEdge Technologies Inc reported revenue of $1.2B in FY2025 versus $2.0B in FY2021, a compound −11.9%/yr. Reported net income was −$405M in FY2025.
SEDG screens 76% overvalued. Compare with First Solar, Inc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- SolarEdge set to benefit from FCC inverter import ban, raised to Buy at UBS
- SolarEdge Stock Jumps After Upgrade. Why This Analyst Sees a 41% Gain.
- Intuit downgraded, SolarEdge upgraded: Wall Street's top analyst calls
- Stocks making the biggest moves premarket: Intuit, Zoom, Semtech, SolarEdge & more
Peer Group
Solar · 109 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Solar median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Solar stocks, each showing price versus our Fair Value estimate (as of Aug 29, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| First Solar, Inc FSLR | $210.10 | $392.12 | +87% |
| Nextpower Inc NXT | $103.67 | $69.61 | −33% |
| Waaree Energies Limited WAAREEENER | ₹2,624 | ₹2,709 | +3% |
| Tongwei Co 600438 | ¥12.89 | ¥12.13 | −6% |
| Jinko Solar Co 688223 | ¥4.16 | ¥6.47 | +56% |
| Enphase Energy, Inc ENPH | $39.25 | $24.15 | −38% |
| CSI Solar Co 688472 | ¥10.28 | ¥6.76 | −34% |
| Hengdian Group 002056 | ¥21.53 | ¥31.86 | +48% |
| Premier Energies Limited PREMIERENE | ₹1,017 | ₹648.94 | −36% |
| Trina Solar Co 688599 | ¥12.77 | ¥7.97 | −38% |
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