Enphase Energy: High Growth At A High Price

Oct. 05, 2022 2:37 PM ETEnphase Energy, Inc. (ENPH)19 Comments
Daan Rijnberk profile picture
Daan Rijnberk
585 Followers

Summary

  • Enphase Energy keeps showing incredible growth rates.
  • The stock is up over 87% so far this year and most recently reached an all-time high despite the rough bear market.
  • Enphase has a strong market position, a lot of tailwinds and could see its growth continuing for years to come.
  • The high valuation of the company makes it a risky investment.

Enphase headquarters in Silicon Valley

Sundry Photography

Investment thesis

Energy prices are going through the roof, households all over Europe are unable to pay their energy bills and companies need to shut down factories all over Europe. Extreme. These prices are mainly driven by the oil and

picture

How do microinverters work (Enphase Energy)

graph

Enphase performance YTD (Yahoo Finance)

graph

Enphase performance over last 5 years (Yahoo Finance)

Afbeelding met tafel Automatisch gegenereerde beschrijving

Democrats.Senate

This article was written by

Daan Rijnberk profile picture
585 Followers
Long term oriented investor focused on finding the best investment opportunities on both European and US stock markets.I discuss a wide range of companies and industries including both growth and value to assure a well diversified portfolio. My focus will not be on quick gains, but on long-term financial growth. My strategy is to buy-and-hold for as long as my investment thesis is intact. Therefore, I try to update each investment idea/stock every 3-6 months to keep my rating and thesis up-to-date.I write exclusively on Seeking Alpha.

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.

Recommended For You

Comments (19)

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.