SolarEdge Technologies, Inc.

BMV:SEDG N Stock Report

Market Cap: Mex$40.4b

SolarEdge Technologies Valuation

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

Valuation Score

4/6

Valuation Score 4/6

  • 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 SEDG N when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Mex$1.07k
Fair Value
32.8% undervalued intrinsic discount
24
Number of Analysts

Below Fair Value: SEDG N (MX$720) is trading below our estimate of fair value (MX$1071.09)

Significantly Below Fair Value: SEDG N is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for SEDG N?

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

The above table shows the Price to Sales ratio for SEDG N. This is calculated by dividing SEDG N's market cap by their current revenue.
What is SEDG N's PS Ratio?
PS Ratio2.3x
SalesUS$940.56m
Market CapUS$2.20b

Price to Sales Ratio vs Peers

How does SEDG N's PS Ratio compare to its peers?

The above table shows the PS ratio for SEDG N vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average4.2x
603185 Hongyuan Green Energy
2.3x12.25%CN¥14.8b
KLIC Kulicke and Soffa Industries
3.2x12.21%US$2.2b
DQ Daqo New Energy
3.2x33.62%US$1.9b
A039030 EO Technics
8.2x17.12%₩2.9t
SEDG N SolarEdge Technologies
2.3x13.69%Mex$2.2b

Price-To-Sales vs Peers: SEDG N is good value based on its Price-To-Sales Ratio (2.3x) compared to the peer average (4.2x).

Price to Sales Ratio vs Industry

How does SEDG N's PS Ratio compare vs other companies in the Global Semiconductor Industry?

150 CompaniesPrice / SalesEstimated GrowthMarket Cap
SEDG N 2.3xIndustry Avg. 3.3xNo. of Companies150PS03.26.49.612.816+
150 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: SEDG N is good value based on its Price-To-Sales Ratio (2.3x) compared to the Global Semiconductor industry average (3.3x).

Price to Sales Ratio vs Fair Ratio

What is SEDG N'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.

SEDG N PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio2.3x
Fair PS Ration/a

Price-To-Sales vs Fair Ratio: Insufficient data to calculate SEDG N's Price-To-Sales Fair Ratio for valuation analysis.

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 SEDG N forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Currentn/a
Mex$452.18
0%
28.66%Mex$752.23Mex$165.12n/a24
Oct ’26Mex$720.00
Mex$435.57
-39.50%
32.69%Mex$750.99Mex$128.22n/a25
Sep ’26n/a
Mex$388.45
0%
30.55%Mex$652.52Mex$130.50n/a25
Aug ’26n/a
Mex$343.19
0%
30.28%Mex$546.85Mex$94.28n/a27
Jul ’26Mex$373.00
Mex$285.41
-23.48%
28.71%Mex$505.76Mex$93.66n/a27
Jun ’26Mex$325.00
Mex$293.50
-9.69%
28.78%Mex$523.75Mex$96.99n/a26
May ’26n/a
Mex$302.38
0%
31.38%Mex$528.61Mex$97.89n/a29
Apr ’26Mex$322.17
Mex$349.97
+8.63%
25.39%Mex$634.49Mex$184.21n/a28
Mar ’26Mex$375.00
Mex$369.01
-1.60%
34.07%Mex$818.77Mex$184.22n/a28
Feb ’26n/a
Mex$310.62
0%
39.40%Mex$828.78Mex$186.48n/a27
Jan ’26n/a
Mex$301.76
0%
42.48%Mex$834.01Mex$145.95n/a27
Dec ’25n/a
Mex$366.16
0%
96.14%Mex$2,061.74Mex$144.32n/a28
Nov ’25Mex$310.00
Mex$519.07
+67.44%
58.85%Mex$1,982.57Mex$198.26n/a29
Oct ’25n/a
Mex$676.61
0%
58.42%Mex$1,968.80Mex$334.70Mex$720.0028
Sep ’25Mex$500.00
Mex$712.17
+42.43%
54.82%Mex$1,983.27Mex$376.82n/a28
Aug ’25n/a
Mex$807.78
0%
42.35%Mex$1,817.50Mex$454.38n/a28
Jul ’25Mex$476.00
Mex$1,058.58
+122.39%
31.74%Mex$1,835.31Mex$458.83Mex$373.0028
Jun ’25Mex$835.00
Mex$1,158.35
+38.72%
24.41%Mex$2,103.75Mex$746.49Mex$325.0029
May ’25n/a
Mex$1,339.87
0%
18.36%Mex$2,123.72Mex$924.85n/a31
Apr ’25Mex$1,057.00
Mex$1,343.46
+27.10%
19.74%Mex$2,203.03Mex$828.21Mex$322.1731
Mar ’25Mex$1,120.00
Mex$1,416.57
+26.48%
19.66%Mex$2,276.26Mex$855.74Mex$375.0029
Feb ’25Mex$1,191.00
Mex$1,509.95
+26.78%
20.17%Mex$2,068.33Mex$861.81n/a27
Jan ’25Mex$1,700.00
Mex$1,542.27
-9.28%
21.95%Mex$2,367.49Mex$987.87n/a26
Dec ’24n/a
Mex$1,721.88
0%
52.96%Mex$5,159.10Mex$825.46n/a26
Nov ’24Mex$1,376.00
Mex$2,707.24
+96.75%
33.98%Mex$5,408.94Mex$1,171.94Mex$310.0028
Oct ’24Mex$2,302.47
Mex$5,028.50
+118.40%
18.38%Mex$6,741.20Mex$2,721.06n/a28
Mex$478.43
Fair Value
50.5% overvalued intrinsic discount
24
Number of Analysts

Analyst Forecast: Target price is lower than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/07 11:09
End of Day Share Price 2025/09/26 00:00
Earnings2025/06/30
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 49 analysts. 26 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ishan MajumdarBaptista Research
Moses SuttonBarclays
Christine ChoBarclays