Solaredge Technologies Inc vs Shopify Inc. — how do they compare? Solaredge Technologies Inc trades at $35.35 (market cap $2.24B), while Shopify Inc. trades at $127.46 (market cap $172.54B). The key difference: Shopify Inc. is far larger — about 77× Solaredge Technologies Inc's market cap, and Shopify Inc. is trading nearer its 52-week high, Solaredge Technologies Inc nearer its low. Which is the better fit depends on your goals.
| SEDG | SHOP | |
|---|---|---|
Market Cap | $2.24B | $172.54B |
Sector | Technology | Technology |
52-Week High | $78.51 | $179.01 |
52-Week Low | $28.47 | $95.40 |
Enterprise Value | $2.10B | $167.77B |
Signals from Pluang's Aura AI — not financial advice
SolarEdge Technologies (SEDG) trades at $36.43, up 6.52% with a bullish technical signal despite negative profitability metrics. The stock shows mixed earnings performance with recent beats but faces significant challenges including a -20.29% net income margin and negative ROE. Recent news highlights collaboration with Infineon for AI data center technology and positive analyst upgrades from UBS citing 40% upside potential.
The outlook remains challenging with persistent losses and high debt levels, though recent technical strength and AI infrastructure developments offer potential catalysts. Key risks include execution challenges, policy dependency, and competitive pressures in the solar sector. Analyst consensus is mixed with 23% buy ratings but a $36.13 price target slightly below current levels.
SHOP trades at $134.1, down 7.57% in the past 24 hours, reflecting recent market pressure. The stock is near its 52-week low of $130.00, with technical indicators showing a bearish trend. Fundamentally, revenue grew to $11.56B in 2025, but the P/E ratio of 90.61 suggests a premium valuation. Recent news highlights AI initiatives and competitive comparisons, while earnings show mixed quarterly results with a miss in Q4 2025 but beats in Q1 and Q2 2026.
Outlook: Strong revenue growth and expanding gross merchandise volume support long-term potential, but high valuation and recent price decline pose near-term risks. Analyst consensus is bullish with a $167.50 price target, though competitive pressures and market volatility require careful monitoring for investors.
Trailing returns across standard periods
Latest headlines on both assets
SolarEdge Technologies designs, develops, and sells direct current optimized inverter systems for solar photovoltaic installations. The company system consists of power optimizers, inverters, and cloud-based monitoring platform and addresses a broad range of solar market segments, from residential solar installations to commercial and small utility-scale solar installations. The company sells its products directly to solar installers, engineering, procurement, and construction firms and indirectly to solar installers through distributors and electrical equipment wholesalers. Additionally, the company has nonsolar products targeting energy storage and e-mobility.
Read more on SEDG →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →