Enphase Energy Inc vs S&P Global Inc — how do they compare? Enphase Energy Inc trades at $32.81 (market cap $4.35B), while S&P Global Inc trades at $407.82 (market cap $118.72B). The key difference: S&P Global Inc is far larger — about 27.3× Enphase Energy Inc's market cap, and S&P Global Inc pays a 0.96% dividend while Enphase Energy Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Enphase Energy Inc for 72 Days and S&P Global Inc for 123 Days on average.
| ENPH | SPGI | |
|---|---|---|
Market Cap | $4.35B | $118.72B |
Volume | 5,068,595 | 1,647,917 |
Sector | Energy | Financials |
52-Week High | $72.33 | $517.92 |
52-Week Low | $26.12 | $370.42 |
Typical Hold Time | 72 Days | 123 Days |
Enterprise Value | $3.99B | $130.21B |
Dividend Yield | — | 0.96% |
Signals from Pluang's Aura AI — not financial advice
Enphase Energy (ENPH) trades at $32.91, down 1.76% on the day, with mixed technical signals showing bearish moving averages but neutral oscillators. The company reported Q4 2025 earnings beat but missed Q1 and Q2 2026 expectations, with revenue declining from $2.3B in 2023 to $1.47B in 2025. Recent developments include IQ Meter Collar approval by 80 utilities and solid-state transformer advancements for AI data centers, providing potential growth catalysts amid challenging solar market conditions.
The outlook remains cautious with analyst consensus at Buy (41.82%) but near-term headwinds from high borrowing costs impacting solar financing. The stock trades at a P/E of 32.58, above sector averages, while maintaining solid gross margins of 46.95%. Key risks include solar industry volatility and execution challenges, though institutional ownership remains substantial with upside to the $43.18 consensus target.
SPGI trades at $402.73, up 1.91% today, with a bearish technical signal despite strong fundamentals. Revenue grew to $15.34B in 2025, with a net income margin of 30.54% and robust cash flow. Recent news highlights expansion into digital asset risk assessment and AI-driven growth. Analyst consensus is strongly bullish with a $509.50 price target, but technical indicators show resistance near $406.
The outlook is positive given earnings beats, high profitability, and strategic acquisitions, but risks include competitive pressures and market volatility. With 86% buy ratings, Wall Street sees upside, though investors should monitor debt levels and economic conditions that may impact financial performance.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Enphase Energy is a global energy technology company. The company delivers smart, easy-to-use solutions that manage solar generation, storage, and communication on one platform. The company's microinverter technology primarily serves the rooftop solar market and produces a fully integrated solar-plus-storage solution. Geographically, it derives a majority of revenue from the United States.
Read more on ENPH →S&P Global provides data and benchmarks to capital and commodity market participants. In 2021 and excluding IHS Markit, S&P Ratings was over 45% of the firm's revenue and over 55% of the firm's operating income. S&P Ratings is the largest credit rating agency in the world. The firm's other segments include Market Intelligence, Indices, and Platts. Market Intelligence provides desktop tools and other data solutions to investment banks, corporations, and other entities. Indices provides benchmarks for financial markets and is monetized through subscriptions, asset-based fees, and transaction-based royalties. Platts provides benchmarks to commodity markets, principally petroleum.
Read more on SPGI →