COMPARE · Data as of August 27, 2026
EROC vs FCEL
Verdict: Side-by-side breakdown using the Bull Rankings model. EROC scored 72.0, FCEL scored 51.5 — EROC leads.
Compare another set
EROC
ERock, Inc.
72
$13.03 · $3.6B
Score gap
20.5
EROC leads
FCEL
FuelCell Energy, Inc.
51.5
$19.32 · $1.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthEROC+42.5%
- Strongest balance sheetEROC0.12
- Highest qualityEROC58 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
EROC
stronger →← stronger
FCEL
58
Qualityreturns · margins · balance sheet
22
98
Growthrevenue & earnings expansion
88
98
Valuevaluation vs sector peers
70
EROC is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
EROC
FCEL
—
FCF
-$120mF
+42.5%A
Rev
+41.0%A
0.12A
D/E
0.20A-
46.5xC
P/E
—
0.18A
PEG
0.36A
—
P/S
9.2xD
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Model signals
EROC
Why this score
- Short track record
FCEL
No notable signals flagged.
The companies
EROCERock, Inc.
Why now
Specialty Industrial Machinery · market cap $3.6b. Down 37% from 52-week high of $20.70 — deep drawdown territory. Revenue growing +43% — in hypergrowth territory. PEG 0.18 — paying under fair value for the growth rate. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $22.88 (implying +76% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Currently unprofitable (margin -66.7%) — path to GAAP profitability is the core thesis risk. Down 37% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 47x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
FCELFuelCell Energy, Inc.
Why now
Electrical Equipment & Parts · market cap $1.5b. Down 49% from 52-week high of $37.88 — deep drawdown territory. Revenue growing +41% — in hypergrowth territory. PEG 0.36 — paying under fair value for the growth rate. 6 sell-side analysts publish a mean 1-yr target of $22.83 (implying +18% upside).
Moat
Higher-variance name — the moat signals on the quantitative card are modest, so the durability case rests on execution (turning current growth into durable earnings power) or an un-monetized asset (IP / network effects / first-mover position) rather than an entrenched competitive position.
Risk
Free cash flow is negative (-$120m) — capital raises or debt issuance likely required; dilution / leverage risk. Down 49% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.39 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where EROC and FCEL diverge
On the headline score the gap is 20.5 points in favor of EROC. The widest single difference is Quality, where EROC leads by 36.1 points.
- QualityEROC 58.2 · FCEL 22.1EROC +36.1
- ValueEROC 98.2 · FCEL 70.1EROC +28.1
- GrowthEROC 98.5 · FCEL 88.0EROC +10.5
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.