NOV vs SEDG
NOV Inc. vs SolarEdge Technologies, Inc. — AI-powered side-by-side comparison
VS
SEDG
SolarEdge Technologies, Inc.
59
Watch
| Metric | NOV | SEDG |
|---|
| AI Score |
71
|
59
|
| Price |
$21.02
|
$33.29
|
| P/E Ratio |
80.85×
|
-7.39×
|
| ROE |
2.3%
|
-94.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
20.5%
|
22.2%
|
| Debt / Equity |
0.37×
|
0.96×
|
| Dividend Yield |
2.0%
|
0.0%
|
| RSI (14) |
66.0
|
33.4
|
| Beta |
0.936
|
1.469
|
| Expected Upside |
+0.7%
|
—
|
AI Committee View
Current Innellis committee reasoning for NOV versus SEDG.
NOV leads by 12 points.
NOV scores 71/100 (Buy) versus SEDG at 59/100 (Watch).
NOV Committee View
75% agreement
4 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is news sentiment is negative (-0.20 across 27 articles, 14d). The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- News sentiment is negative (-0.20 across 27 articles, 14d) — News
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