SEDG vs VLO
SolarEdge Technologies, Inc. vs Valero Energy — AI-powered side-by-side comparison
SEDG
SolarEdge Technologies, Inc.
59
Watch
VS
| Metric | SEDG | VLO |
|---|
| AI Score |
59
|
70
|
| Price |
$33.29
|
$323.85
|
| P/E Ratio |
-7.39×
|
13.43×
|
| ROE |
-94.8%
|
9.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
22.2%
|
11.3%
|
| Debt / Equity |
0.96×
|
0.45×
|
| Dividend Yield |
0.0%
|
1.5%
|
| RSI (14) |
33.4
|
64.2
|
| Beta |
1.469
|
0.554
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for SEDG versus VLO.
VLO leads by 11 points.
VLO scores 70/100 (Buy) 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
VLO Committee View
75% agreement
4 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- MACD histogram negative -- bearish momentum — Technical