Solar Specialists

Makes thin-film solar modules for utility-scale projects.

Market cap

$24B

Revenue CAGR proj.

7.7%

Operating margin

31%

FCF yield 26e

0.3%

Nasdaq · United States

Installs residential solar and battery systems through long-term subscriptions.

Market cap

$3.0B

Revenue CAGR proj.

7.8%

Operating margin

-4.3%

FCF yield 26e

-12%

Nasdaq · United States

A large Chinese solar module manufacturer.

Market cap

$830M

Revenue CAGR proj.

-40%

Operating margin

-11%

FCF yield 26e

35%

Nyse · United States

Makes microinverters, batteries, and software for residential solar systems.

Market cap

$5.7B

Revenue CAGR proj.

-0.5%

Operating margin

11%

FCF yield 26e

8.4%

Nasdaq · United States

Makes solar tracker systems for utility-scale solar projects.

Market cap

$1.1B

Revenue CAGR proj.

9.9%

Operating margin

8.9%

FCF yield 26e

6.5%

Nasdaq · United States

Makes solar inverters, optimizers, and energy-management hardware.

Market cap

$3.2B

Revenue CAGR proj.

13%

Operating margin

-21%

FCF yield 26e

1.2%

Nasdaq · United States

Makes solar modules and develops utility-scale solar and storage projects.

Market cap

$980M

Revenue CAGR proj.

11%

Operating margin

3.1%

FCF yield 26e

-10%

Nasdaq · United States