BE vs IR
Bloom Energy Corporation vs Ingersoll Rand — AI-powered side-by-side comparison
BE
Bloom Energy Corporation
58
Watch
VS
| Metric | BE | IR |
|---|
| AI Score |
58
|
69
|
| Price |
$211.49
|
$85.02
|
| P/E Ratio |
252.70×
|
34.70×
|
| ROE |
-11.5%
|
5.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
31.2%
|
37.9%
|
| Debt / Equity |
1.74×
|
0.47×
|
| Dividend Yield |
0.0%
|
0.1%
|
| RSI (14) |
47.0
|
54.1
|
| Beta |
3.832
|
1.168
|
| Expected Upside |
—
|
+2.9%
|
AI Committee View
Current Innellis committee reasoning for BE versus IR.
IR leads by 11 points.
IR scores 69/100 (Buy) versus BE at 58/100 (Watch).
BE Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 56.5% yoy -- genuine top-line momentum. Value Analyst remains cautious — p/e of 10348.2 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 56.5% YoY -- genuine top-line momentum — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- P/E of 10348.2 is expensive by classic value standards — Value
- Price-to-book of 26.7x prices in significant intangible value — Value
- ROE of only 0.8% -- cheap may mean cheap for a reason — Value
IR Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 35.1 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- EPS growing 91.1% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 35.1 is moderate-to-rich — Value