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Enphase Deals Excellently With Cost Inflation

May 03, 2022 1:02 PM ETEnphase Energy, Inc. (ENPH)AAPL, AMZN, TSLA, TAN31 Comments


  • Enphase Energy is an excellent solar stock with high margins. It focuses on profitable residential solar and energy storage solutions.
  • The company performs excellently. It showed it can offset cost inflation with higher prices and expects to continue so.
  • Enphase's valuation is reasonable for its growth. It generates significant free cash flows.
  • I dig into the first quarter numbers and outlook to dissect its ability to cope with cost inflation.
  • This idea was discussed in more depth with members of my private investing community, Green Growth Stocks. Learn More »

Money saved by using energy with solar panel

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Enphase Energy, Inc. (NASDAQ:ENPH) is a customer-centered solar supplier. Just like Apple (AAPL), Amazon (AMZN), and Tesla (TSLA), Enphase has customer-centricity in its business model. All these companies deliver

Data by YCharts

Enphase Beats Earnings Expectations Over And Over

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Enphase Energy ENPH Beats Analysts Expectations

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Yearly inflation chart

U.S. Bureau of Labor Statistics

Data by YCharts

Data by YCharts

Data by YCharts

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This article was written by

In short: focus on free cash flow growth, GARP, value, thorough analysis, and a lot of common sense. I follow value investing principles and do my research through publicly accessible knowledge. I look for stocks trading below their actual value. Buying at the right time and holding shares for a long time leads to attractive profits. All expressions are my own. I do not represent a company. I cover stocks worldwide, mainly in North America and Europe. All my experience in stock picking comes from reading books and articles. Any investments you would take after a piece or discussions with me are your own responsibility. You should do your own due diligence before an investment.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ENPH either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Any investments you would take after an article or discussions with me are your responsibility. You should do your own due diligence before an investment.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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