On the filings, Enphase (ENPH) is the stronger stock right now — higher on our blended fundamentals-plus-verdict read, and we currently rate it HOLD.
Solar microinverter leader recovering off a deep downturn with 47% gross margins, but weak cash flow, near-term debt and policy risk weigh.
Real turnaround — gross margin flipped from -97% to +17%, cash flow positive — but still deeply lossmaking and hostage to IRA/H.R.1.
| Metric | ENPH | SEDG |
|---|---|---|
| Fundamentals score | 75 | 54 |
| Revenue growth (YoY) | +10.7% | +31.4% |
| Net income growth (YoY) | +67.7% | +77.6% |
| Net margin | 11.7% | -34.2% |
| Return on equity | 15.8% | -94.8% |
| ROIC (est.) | 5.4% | -54.9% |
| Liabilities / Equity | 2.23 | — |
| Piotroski F-score | 6 / 9 | 6 / 9 |
Bold green = the stronger figure. All rows derive from SEC XBRL filings — no market-price data on this page.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 21, 2026, 4:53 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 29, 2026, 6:38 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.