SolarEdge Technologies, Inc.

DB:2ED Stock Report

Market Cap: €1.7b

SolarEdge Technologies Valuation

Is 2ED undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 2ED when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Ultimate guide to DCF valuation for stock investing

Learn how to determine fair value like the best investors in the world.

Below Fair Value: 2ED (€27.1) is trading above our estimate of fair value (€20.39)

Significantly Below Fair Value: 2ED is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 2ED?

Key metric: As 2ED is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for 2ED. This is calculated by dividing 2ED's market cap by their current revenue.
What is 2ED's PS Ratio?
PS Ratio1.9x
SalesUS$1.05b
Market CapUS$1.97b

Price to Sales Ratio vs Peers

How does 2ED's PS Ratio compare to its peers?

The above table shows the PS ratio for 2ED vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average2.2x
WAF Siltronic
1.2x7.57%€1.5b
AIXA AIXTRON
3.9x6.93%€2.3b
SMHN SUSS MicroTec
1.7x4.68%€889.3m
TPE PVA TePla
2.1x14.24%€523.1m
2ED SolarEdge Technologies
1.9x11.18%€2.0b

Price-To-Sales vs Peers: 2ED is good value based on its Price-To-Sales Ratio (1.9x) compared to the peer average (2.2x).

Historical Price to Sales Ratio

Historical Price to Sales Ratio compares a stock's price to its sales over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data

Price to Sales Ratio vs Industry

How does 2ED's PS Ratio compare vs other companies in the DE Semiconductor Industry?

3 CompaniesPrice / SalesEstimated GrowthMarket Cap
M5Z Manz
0.06x1.94%US$3.39m
D0Q Sondrel (Holdings)
0.2xn/aUS$2.02m
M5Z Manz
0.003xn/aUS$716.88k
No more companies available in this PS range
2ED 1.9xIndustry Avg. 2.7xNo. of Companies3PS01.63.24.86.48+
3 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: 2ED is good value based on its Price-To-Sales Ratio (1.9x) compared to the European Semiconductor industry average (2.7x).

Price to Sales Ratio vs Fair Ratio

What is 2ED's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

2ED PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio1.9x
Fair PS Ratio1.3x

Price-To-Sales vs Fair Ratio: 2ED is expensive based on its Price-To-Sales Ratio (1.9x) compared to the estimated Fair Price-To-Sales Ratio (1.3x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 2ED forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€27.10
€28.47
+5.06%
19.87%€37.81€14.61n/a23
Jan ’27€24.57
€27.89
+13.51%
20.11%€37.58€14.52n/a23
Dec ’26€29.38
€28.65
-2.46%
20.89%€37.95€14.66n/a23
Nov ’26€30.87
€23.58
-23.61%
24.90%€35.29€14.20n/a24
Oct ’26€33.20
€20.26
-38.99%
32.69%€34.92€5.96n/a25
Sep ’26€28.99
€17.83
-38.49%
30.55%€29.96€5.99n/a25
Aug ’26€22.09
€15.93
-27.87%
30.28%€25.38€4.38n/a27
Jul ’26€18.35
€12.92
-29.57%
28.71%€22.90€4.24n/a27
Jun ’26€15.55
€13.33
-14.30%
28.78%€23.78€4.40n/a26
May ’26€10.43
€13.52
+29.66%
31.38%€23.63€4.38n/a29
Apr ’26€14.48
€15.80
+9.16%
25.39%€28.65€8.32n/a28
Mar ’26€15.47
€17.23
+11.32%
34.07%€38.22€8.60n/a28
Feb ’26€12.93
€14.46
+11.82%
39.40%€38.59€8.68n/a27
Jan ’26€12.95
€13.97
+7.85%
42.48%€38.61€6.76€24.5727
Dec ’25€15.23
€16.81
+10.36%
96.14%€94.65€6.63€29.3828
Nov ’25€16.00
€24.27
+51.71%
58.85%€92.71€9.27€30.8729
Oct ’25€19.36
€30.86
+59.43%
58.42%€89.81€15.27€33.2028
Sep ’25€22.00
€32.42
+47.41%
54.82%€90.29€17.16€28.9928
Aug ’25€26.89
€40.96
+52.35%
42.35%€92.16€23.04€22.0928
Jul ’25€22.50
€54.00
+140.02%
31.74%€93.63€23.41€18.3528
Jun ’25€47.11
€62.94
+33.60%
24.41%€114.30€40.56€15.5529
May ’25€55.36
€73.29
+32.38%
18.36%€116.16€50.59€10.4331
Apr ’25€65.85
€74.92
+13.77%
19.74%€122.85€46.19€14.4831
Mar ’25€63.17
€76.49
+21.08%
19.66%€122.91€46.21€15.4729
Feb ’25€61.99
€80.50
+29.86%
20.17%€110.27€45.95€12.9327
Jan ’25€85.71
€82.30
-3.98%
21.95%€126.34€52.72€12.9526
€27.3
Fair Value
0.7% undervalued intrinsic discount
23
Number of Analysts

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/11 12:27
End of Day Share Price 2026/01/09 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

SolarEdge Technologies, Inc. is covered by 43 analysts. 25 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Moses SuttonBarclays
Moses SuttonBarclays
Christine ChoBarclays