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Side-by-side financial comparison of Essex Property Trust (ESS) and SOLAREDGE TECHNOLOGIES, INC. (SEDG). Click either name above to swap in a different company.
Essex Property Trust is the larger business by last-quarter revenue ($479.6M vs $335.4M, roughly 1.4× SOLAREDGE TECHNOLOGIES, INC.). Essex Property Trust runs the higher net margin — 17.9% vs -39.4%, a 57.3% gap on every dollar of revenue. On growth, SOLAREDGE TECHNOLOGIES, INC. posted the faster year-over-year revenue change (70.9% vs 5.5%). Over the past eight quarters, SOLAREDGE TECHNOLOGIES, INC.'s revenue compounded faster (28.1% CAGR vs 6.0%).
Essex Property Trust is a publicly traded real estate investment trust that invests in apartments in California and in the Seattle metropolitan area.
SolarEdge Technologies, Inc. is an Israeli company that developed a DC optimized inverter system.
ESS vs SEDG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $479.6M | $335.4M |
| Net Profit | $85.7M | $-132.1M |
| Gross Margin | 70.0% | 22.2% |
| Operating Margin | 31.7% | -14.4% |
| Net Margin | 17.9% | -39.4% |
| Revenue YoY | 5.5% | 70.9% |
| Net Profit YoY | -71.6% | 54.0% |
| EPS (diluted) | $1.24 | $-2.21 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $479.6M | $335.4M | ||
| Q3 25 | $473.3M | $340.2M | ||
| Q2 25 | $469.8M | $289.4M | ||
| Q1 25 | $464.6M | $219.5M | ||
| Q4 24 | $454.5M | $196.2M | ||
| Q3 24 | $450.7M | $235.4M | ||
| Q2 24 | $442.4M | $265.4M | ||
| Q1 24 | $426.9M | $204.4M |
| Q4 25 | $85.7M | $-132.1M | ||
| Q3 25 | $172.7M | $-50.1M | ||
| Q2 25 | $231.5M | $-124.7M | ||
| Q1 25 | $212.8M | $-98.5M | ||
| Q4 24 | $301.7M | $-287.4M | ||
| Q3 24 | $125.5M | $-1.2B | ||
| Q2 24 | $99.0M | $-130.8M | ||
| Q1 24 | $285.1M | $-157.3M |
| Q4 25 | 70.0% | 22.2% | ||
| Q3 25 | 69.2% | 21.2% | ||
| Q2 25 | 70.7% | 11.1% | ||
| Q1 25 | 69.6% | 8.0% | ||
| Q4 24 | 70.0% | -57.2% | ||
| Q3 24 | 69.5% | -309.1% | ||
| Q2 24 | 70.8% | -4.1% | ||
| Q1 24 | 69.7% | -12.8% |
| Q4 25 | 31.7% | -14.4% | ||
| Q3 25 | 44.5% | -10.3% | ||
| Q2 25 | 59.5% | -39.9% | ||
| Q1 25 | 55.3% | -46.8% | ||
| Q4 24 | 67.0% | -134.4% | ||
| Q3 24 | 28.6% | -471.8% | ||
| Q2 24 | 31.1% | -60.4% | ||
| Q1 24 | 31.0% | -85.0% |
| Q4 25 | 17.9% | -39.4% | ||
| Q3 25 | 36.5% | -14.7% | ||
| Q2 25 | 49.3% | -43.1% | ||
| Q1 25 | 45.8% | -44.9% | ||
| Q4 24 | 66.4% | -146.5% | ||
| Q3 24 | 27.8% | -522.8% | ||
| Q2 24 | 22.4% | -49.3% | ||
| Q1 24 | 66.8% | -77.0% |
| Q4 25 | $1.24 | $-2.21 | ||
| Q3 25 | $2.56 | $-0.84 | ||
| Q2 25 | $3.44 | $-2.13 | ||
| Q1 25 | $3.16 | $-1.70 | ||
| Q4 24 | $4.00 | $-5.00 | ||
| Q3 24 | $1.84 | $-21.58 | ||
| Q2 24 | $1.45 | $-2.31 | ||
| Q1 24 | $4.25 | $-2.75 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $76.2M | $493.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.5B | $427.5M |
| Total Assets | $13.2B | $2.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $76.2M | $493.2M | ||
| Q3 25 | $66.0M | $498.6M | ||
| Q2 25 | $58.7M | $758.0M | ||
| Q1 25 | $98.7M | $651.6M | ||
| Q4 24 | $66.8M | $585.9M | ||
| Q3 24 | $71.3M | $678.8M | ||
| Q2 24 | $55.2M | $689.8M | ||
| Q1 24 | $499.0M | $680.6M |
| Q4 25 | — | — | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.4B | — | ||
| Q1 25 | $6.8B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $6.4B | — | ||
| Q2 24 | $6.2B | — | ||
| Q1 24 | $6.6B | — |
| Q4 25 | $5.5B | $427.5M | ||
| Q3 25 | $5.6B | $479.8M | ||
| Q2 25 | $5.6B | $513.2M | ||
| Q1 25 | $5.6B | $594.2M | ||
| Q4 24 | $5.5B | $658.3M | ||
| Q3 24 | $5.4B | $930.9M | ||
| Q2 24 | $5.5B | $2.1B | ||
| Q1 24 | $5.5B | $2.2B |
| Q4 25 | $13.2B | $2.2B | ||
| Q3 25 | $13.2B | $2.2B | ||
| Q2 25 | $13.2B | $2.5B | ||
| Q1 25 | $13.2B | $2.5B | ||
| Q4 24 | $12.9B | $2.6B | ||
| Q3 24 | $12.6B | $2.8B | ||
| Q2 24 | $12.5B | $3.9B | ||
| Q1 24 | $12.9B | $4.2B |
| Q4 25 | — | — | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 1.22× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.13× | — | ||
| Q1 24 | 1.19× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.1B | $52.6M |
| Free Cash FlowOCF − Capex | — | $43.3M |
| FCF MarginFCF / Revenue | — | 12.9% |
| Capex IntensityCapex / Revenue | — | 2.8% |
| Cash ConversionOCF / Net Profit | 12.53× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $80.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.1B | $52.6M | ||
| Q3 25 | $342.6M | $25.6M | ||
| Q2 25 | $216.1M | $-7.8M | ||
| Q1 25 | $281.5M | $33.8M | ||
| Q4 24 | $1.1B | $37.8M | ||
| Q3 24 | $316.2M | $-89.3M | ||
| Q2 24 | $218.9M | $-44.8M | ||
| Q1 24 | $314.9M | $-217.0M |
| Q4 25 | — | $43.3M | ||
| Q3 25 | — | $22.8M | ||
| Q2 25 | — | $-9.1M | ||
| Q1 25 | — | $23.7M | ||
| Q4 24 | — | $25.5M | ||
| Q3 24 | — | $-136.7M | ||
| Q2 24 | — | $-67.0M | ||
| Q1 24 | — | $-243.4M |
| Q4 25 | — | 12.9% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | -3.1% | ||
| Q1 25 | — | 10.8% | ||
| Q4 24 | — | 13.0% | ||
| Q3 24 | — | -58.1% | ||
| Q2 24 | — | -25.2% | ||
| Q1 24 | — | -119.1% |
| Q4 25 | — | 2.8% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 4.6% | ||
| Q4 24 | — | 6.2% | ||
| Q3 24 | — | 20.1% | ||
| Q2 24 | — | 8.4% | ||
| Q1 24 | — | 12.9% |
| Q4 25 | 12.53× | — | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 1.32× | — | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 2.52× | — | ||
| Q2 24 | 2.21× | — | ||
| Q1 24 | 1.10× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESS
Segment breakdown not available.
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
