Verdict: Side-by-side breakdown using the Bull Rankings model. SEDG scored 28.7, FSLR scored 71.1 — FSLR leads.
Compare another set
SEDG
SolarEdge Technologies, Inc.
Solar · Quality-Growth
28.7
$32.21 · $2.0B
fundamentals as of
Score gap
42.4
FSLR leads
FSLR
First Solar, Inc.
Solar · Quality-Growth
71.1
$177.82 · $19.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthSEDG+41.6%
Strongest balance sheetFSLR0.02
Highest qualityFSLR80 / 100
Largest discount to fair valueFSLR-9%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
SEDG
stronger →← stronger
FSLR
24
Qualityreturns · margins · balance sheet
80
50
Growthrevenue & earnings expansion
50
20
Valuevaluation vs sector peers
90
FSLR is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
SEDG
FSLR
$90mC-
FCF
$1.5bC+
+41.6%A
Rev
+23.8%A-
0.99C
D/E
0.02A-
1.5xA-
P/S
—
4.61D
PEG
0.33A
—
P/E
11.0xA
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.
Valuation · DCF cross-check
SEDG
FSLR
29% above
Price vs fair valuelower is cheaper
9% below
~22%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~12%/yr
-40%
1-yr DCF upside
-14%
-22%
5-yr DCF upside
+9%
+11%
10-yr DCF upside
+51%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
SEDG
Why this score
Diluting shareholders
Cyclical growth
FSLR
Why this score
Cyclical growth
The companies
SEDGSolarEdge Technologies, Inc.
Solar · $32.21 · beta 1.44
Why now
Solar · market cap $2.0b. Down 60% from 52-week high of $81.25 — deep drawdown territory. Revenue growing +42% — in hypergrowth territory. 19 sell-side analysts rate this a Hold with a mean 1-yr target of $38.16 (implying +18% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -20.3%) — path to GAAP profitability is the core thesis risk. Down 60% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.44 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
FSLRFirst Solar, Inc.
Solar · $177.82 · beta 1.79
Why now
Solar · market cap $19.1b. Down 45% from 52-week high of $320.95 — deep drawdown territory. Revenue growing +24%, comfortably above the S&P median. PEG 0.33 — paying under fair value for the growth rate. 30 sell-side analysts rate this a Buy with a mean 1-yr target of $274.47 (implying +54% upside).
Moat
Net margin 32% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 17% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Down 45% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.79 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 SEDG and FSLR diverge
On the headline score the gap is 42.4 points in favor of FSLR. The widest single difference is Value, where FSLR leads by 69.6 points.
ValueSEDG 19.9 · FSLR 89.5FSLR +69.6
QualitySEDG 23.6 · FSLR 80.1FSLR +56.5
GrowthSEDG 50.0 · FSLR 50.0level
Pillars run 0–100. Value is judged against each company's own sector, so a Value 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.
Common questions
Is FSLR or SEDG the better stock?
FSLR scores higher: FSLR 71.1, SEDG 28.7 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do FSLR and SEDG differ most?
The widest gap is value, where FSLR leads by 70 points on the 0–100 pillar scale. FSLR also leads quality, while growth is effectively level between them.
How are FSLR and SEDG scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.