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NSIT vs SEDG

NSIT
Insight Enterprises, Inc.
NEUTRAL
Price
$75.14
Market Cap
$2.33B
Sector
Technology
AI Confidence
80%
SEDG
SolarEdge Technologies, Inc.
BEARISH
Price
$38.30
Market Cap
$2.31B
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
NSIT
15.46
SEDG
--
Forward P/E
NSIT
6.51
SEDG
21.53
P/B Ratio
NSIT
1.41
SEDG
5.41
P/S Ratio
NSIT
0.28
SEDG
1.95
EV/EBITDA
NSIT
6.5
SEDG
-10.13

Profitability

Gross Margin
NSIT
21.36%
SEDG
15.42%
Operating Margin
NSIT
7.07%
SEDG
-9.28%
Profit Margin
NSIT
1.91%
SEDG
-34.23%
ROE
NSIT
9.2%
SEDG
-74.68%
ROA
NSIT
3.38%
SEDG
-6.47%

Growth

Revenue Growth
NSIT
-1.2%
SEDG
70.9%
Earnings Growth
NSIT
66.5%
SEDG
--

Financial Health

Debt/Equity
NSIT
1.01
SEDG
0.95
Current Ratio
NSIT
1.25
SEDG
2.17
Quick Ratio
NSIT
1.16
SEDG
1.31

Dividends

Dividend Yield
NSIT
--
SEDG
--
Payout Ratio
NSIT
0.0%
SEDG
0.0%

AI Verdict

NSIT NEUTRAL

NSIT presents a classic deep-value paradox: the company is fundamentally stable with a Piotroski F-Score of 6/9 and trades slightly below its Graham Number ($76.27) and significantly below its intrinsic value ($143.37). While valuation metrics are highly attractive (Forward P/E of 6.51, PEG of 0.76), the stock is in a severe technical downtrend, losing over 43% of its value in the last year. The disconnect between strong earnings growth (+66.5% YoY) and stagnant revenue growth (-1.2% YoY) suggests margin expansion rather than market share growth. Until the technical trend reverses or revenue stabilizes, the stock remains a high-risk value play.

Strengths
Extremely low Forward P/E (6.51) suggesting significant undervaluation
PEG ratio of 0.76 indicates growth is not fully priced in
Stable financial health as evidenced by a Piotroski F-Score of 6/9
Risks
Severe negative price momentum (1Y Change: -43.6%)
Stagnant to declining revenue growth (-1.2% YoY)
Very thin net profit margins (1.91%) leaving little room for error
SEDG BEARISH

SEDG exhibits severe fundamental weakness, highlighted by a Piotroski F-Score of 2/9, indicating poor financial health. While the company shows impressive YoY revenue growth of 70.90%, this is offset by a deeply negative profit margin of -34.23% and a disastrous ROE of -74.68%. The valuation is stretched with a PEG ratio of 4.61, and the technical trend is completely bearish (0/100). Despite recent positive EPS surprises, the company's historical earnings volatility and lack of profitability make it a high-risk speculative play.

Strengths
Strong YoY revenue growth of 70.90%
Robust Q/Q revenue growth of 96.40%
Healthy liquidity with a Current Ratio of 2.17
Risks
Critically low Piotroski F-Score (2/9) signaling financial instability
Severe negative profitability (Profit Margin: -34.23%)
Extreme valuation premium relative to growth (PEG Ratio: 4.61)

Compare Another Pair

NSIT vs SEDG: Head-to-Head Comparison

This page compares Insight Enterprises, Inc. (NSIT) and SolarEdge Technologies, Inc. (SEDG) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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