SolarEdge Technologies: Trying To Outshine Its Competitors

Alpha Compounder
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Summary

  • SolarEdge Technologies has penetrated the majority of its total addressable market in the residential and commercial segment.
  • The company has made good progress in international expansions.
  • The company has a respectable financial profile compared to its peers.

Aerial view of solar panels on factory roof. Blue shiny solar photo voltaic panels system product.

Asia-Pacific Images Studio/E+ via Getty Images

Investment Thesis

The residential and commercial segment of the solar power market forms almost two-thirds of the total addressable market ("TAM"). SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) focus on providing solar power solutions to

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