Get the Weekly Intelligence Brief — top committee picks every Sunday.

SEDG vs SU

SolarEdge Technologies, Inc. vs Suncor Energy Inc. — AI-powered side-by-side comparison
SEDG
SolarEdge Technologies, Inc.
59
Watch
VS
SU
Suncor Energy Inc.
69
Insufficient Data
MetricSEDGSU
AI Score 59 69
Price $33.29 $63.27
P/E Ratio -7.39× 11.75×
ROE -94.8% 13.1%
Revenue Growth YoY
Gross Margin 22.2% 43.7%
Debt / Equity 0.96× 0.30×
Dividend Yield 0.0% 2.7%
RSI (14) 33.4 50.5
Beta 1.469 0.569
Expected Upside

AI Committee View

Current Innellis committee reasoning for SEDG versus SU.
SU leads by 10 points.

SU scores 69/100 (Insufficient Data) versus SEDG at 59/100 (Watch).

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
SU Committee View
100% agreement
3 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
Want the full breakdown?
Committee votes, technicals, and trade plans for both companies.
SEDG Full Analysis SU Full Analysis