Enphase Energy Inc vs Tidewater Inc — how do they compare? Enphase Energy Inc trades at $42.68 (market cap $5.81B), while Tidewater Inc trades at $75.81 (market cap $3.72B). The key difference: Enphase Energy Inc is the larger of the two by market cap, and Tidewater Inc is trading nearer its 52-week high, Enphase Energy Inc nearer its low. Which is the better fit depends on your goals.
| ENPH | TDW | |
|---|---|---|
Market Cap | $5.81B | $3.72B |
Sector | Technology | Utilities |
52-Week High | $72.33 | $91.12 |
52-Week Low | $26.12 | $46.32 |
Enterprise Value | $5.46B | $3.83B |
Signals from Pluang's Aura AI — not financial advice
Enphase Energy (ENPH) trades at $44.985, up 4.47% with a neutral technical signal despite bullish moving averages. The company has beaten earnings expectations for three consecutive quarters, though revenue declined from $2.3B in 2023 to $1.47B in 2025. Analyst sentiment is mixed with 40% buy ratings but a consensus price target of $42.79 below current levels. Recent news highlights product expansions in Europe and Australia alongside ongoing legal scrutiny.
ENPH faces near-term headwinds with declining revenue and compressed margins, but maintains strong profitability metrics and consistent earnings beats. Investment appeal hinges on international growth execution and potential regulatory tailwinds, balanced against competitive pressures and stock volatility. The current valuation at 43.61 P/E requires robust growth reinstatement to justify upside.
Tidewater (TDW) trades at $75.90, up 2.61% with a bullish technical signal despite recent earnings misses. The company maintains strong profitability with 22.16% net margins and 24.03% ROE, though Q1 2026 earnings of $0.12 missed expectations. Recent news includes FTAI Infrastructure's acquisition of Tidewater Logistics, potentially restructuring operations. Valuation appears reasonable with P/E of 12.63 and EV/EBITDA of 9.33.
Outlook remains mixed with analyst consensus leaning hold (61.54%) amid earnings volatility. The stock offers value fundamentals but faces execution risks after recent misses. Key catalysts include Q2 2026 earnings and integration of recent acquisitions, while risks include energy sector volatility and competitive pressures in offshore services.
Trailing returns across standard periods
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 →Tidewater is the leading global provider of offshore support vessels (OSVs) to the energy industry. With the world's largest fleet of platform supply vessels (PSVs) and anchor handling tugs (AHTS), it provides critical logistics and marine support for offshore oil, gas, and renewable energy projects. Following a period of massive strategic consolidation, Tidewater is now focused on maximizing day rates and free cash flow in a supply-constrained market, positioning itself as a primary beneficiary of the multi-year offshore upcycle.
Read more on TDW →