EPD vs SEDG
Enterprise Products Partners L.P. vs SolarEdge Technologies, Inc. — AI-powered side-by-side comparison
EPD
Enterprise Products Partners L.P.
68
Buy
VS
SEDG
SolarEdge Technologies, Inc.
59
Watch
| Metric | EPD | SEDG |
|---|
| AI Score |
68
|
59
|
| Price |
$37.88
|
$33.29
|
| P/E Ratio |
13.15×
|
-7.39×
|
| ROE |
19.6%
|
-94.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
13.2%
|
22.2%
|
| Debt / Equity |
1.12×
|
0.96×
|
| Dividend Yield |
5.8%
|
0.0%
|
| RSI (14) |
45.7
|
33.4
|
| Beta |
0.479
|
1.469
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for EPD versus SEDG.
EPD leads by 9 points.
EPD scores 68/100 (Buy) versus SEDG at 59/100 (Watch).
EPD Committee View
100% agreement
4 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- Price structure making higher highs and higher lows — Technical
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- MACD histogram negative -- bearish momentum — Technical
SEDG Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 37.9% yoy -- genuine top-line momentum. Risk Analyst remains cautious — bollinger bandwidth of 69.0% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price-to-book of 1.2x is a discount to asset value — Value
- Revenue growing 37.9% YoY -- genuine top-line momentum — Growth
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- ROE of only -62.5% -- cheap may mean cheap for a reason — Value
- MACD histogram negative -- bearish momentum — Technical
- Bollinger bandwidth of 69.0% signals elevated volatility — Risk