Enphase Energy Inc vs Zoom Video Communications, Inc. — how do they compare? Enphase Energy Inc trades at $40.82 (market cap $5.59B), while Zoom Video Communications, Inc. trades at $104.15 (market cap $31.10B). The key difference: Zoom Video Communications, Inc. is far larger — about 5.6× Enphase Energy Inc's market cap, and Zoom Video Communications, Inc. is trading nearer its 52-week high, Enphase Energy Inc nearer its low. Which is the better fit depends on your goals.
| ENPH | ZM | |
|---|---|---|
Market Cap | $5.59B | $31.10B |
Sector | Technology | Technology |
52-Week High | $72.33 | $111.88 |
52-Week Low | $26.12 | $69.96 |
Enterprise Value | $5.23B | $23.44B |
Signals from Pluang's Aura AI — not financial advice
Enphase Energy (ENPH) trades at $41.06, up 0.34% with a bullish technical outlook supported by moving averages. The company reported mixed Q2 2026 earnings matching estimates but missing revenue expectations, with revenue declining 19.6% year-over-year. Recent developments include expanded battery system support and US manufacturing commitments. Valuation metrics show a P/E of 41.88 and P/S of 4.25, while profitability remains solid with 10.09% net income margin.
The stock presents recovery potential with analyst consensus target of $45.37 (10.5% upside), though faces headwinds from cyclical residential solar demand and competitive pressures. Key risks include execution challenges in European expansion and AI data center strategy, while institutional interest remains mixed with recent insider selling activity.
Zoom Communications (ZM) trades at $103.75, down 3.22% on the day, near the analyst consensus low price target of $104.00. The stock shows a bullish technical trend per moving averages, though oscillators indicate overbought conditions. Fundamentally, revenue grew to $4.67 billion in 2025 with a strong net income margin of 41.99%, while recent earnings beat expectations in Q1 2026. Analyst sentiment is mixed with a 38.78% buy rating, and insider selling has been notable in recent weeks.
The outlook for ZM hinges on continued execution amid competitive pressures. Upside exists if the company meets Q2 2026 EPS expectations of $1.48 and sustains high profitability, but risks include insider selling trends and potential growth deceleration. The stock's valuation at a P/E of 15.62 appears reasonable if earnings growth persists.
Trailing returns across standard periods
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 →Zoom Video Communications, Inc. develops a people-centric cloud service that transforms real-time collaboration experience. The Company offers unified meeting experience, a cloud service that provides a 3-in-1 meeting platform with HD video conferencing, mobility, and web meetings. Zoom Video Communications serves customers worldwide.
Read more on ZM →