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Side-by-side financial comparison of ProPetro Holding Corp. (PUMP) and SOLAREDGE TECHNOLOGIES, INC. (SEDG). Click either name above to swap in a different company.

SOLAREDGE TECHNOLOGIES, INC. is the larger business by last-quarter revenue ($335.4M vs $289.7M, roughly 1.2× ProPetro Holding Corp.). On growth, SOLAREDGE TECHNOLOGIES, INC. posted the faster year-over-year revenue change (70.9% vs -9.6%). SOLAREDGE TECHNOLOGIES, INC. produced more free cash flow last quarter ($43.3M vs $16.8M). Over the past eight quarters, SOLAREDGE TECHNOLOGIES, INC.'s revenue compounded faster (28.1% CAGR vs -15.5%).

ProPetro Holding Corp. is a leading U.S.-based oilfield services provider. It offers hydraulic fracturing, well completion and related supporting services primarily to onshore oil and gas exploration and production operators, with core operations concentrated in the Permian Basin spanning Texas and New Mexico.

SolarEdge Technologies, Inc. is an Israeli company that developed a DC optimized inverter system.

PUMP vs SEDG — Head-to-Head

Bigger by revenue
SEDG
SEDG
1.2× larger
SEDG
$335.4M
$289.7M
PUMP
Growing faster (revenue YoY)
SEDG
SEDG
+80.5% gap
SEDG
70.9%
-9.6%
PUMP
More free cash flow
SEDG
SEDG
$26.5M more FCF
SEDG
$43.3M
$16.8M
PUMP
Faster 2-yr revenue CAGR
SEDG
SEDG
Annualised
SEDG
28.1%
-15.5%
PUMP

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
PUMP
PUMP
SEDG
SEDG
Revenue
$289.7M
$335.4M
Net Profit
$-132.1M
Gross Margin
22.2%
Operating Margin
2.1%
-14.4%
Net Margin
-39.4%
Revenue YoY
-9.6%
70.9%
Net Profit YoY
54.0%
EPS (diluted)
$0.01
$-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.

Revenue
PUMP
PUMP
SEDG
SEDG
Q4 25
$289.7M
$335.4M
Q3 25
$293.9M
$340.2M
Q2 25
$326.2M
$289.4M
Q1 25
$359.4M
$219.5M
Q4 24
$320.6M
$196.2M
Q3 24
$360.9M
$235.4M
Q2 24
$357.0M
$265.4M
Q1 24
$405.8M
$204.4M
Net Profit
PUMP
PUMP
SEDG
SEDG
Q4 25
$-132.1M
Q3 25
$-2.4M
$-50.1M
Q2 25
$-7.2M
$-124.7M
Q1 25
$9.6M
$-98.5M
Q4 24
$-287.4M
Q3 24
$-137.1M
$-1.2B
Q2 24
$-3.7M
$-130.8M
Q1 24
$19.9M
$-157.3M
Gross Margin
PUMP
PUMP
SEDG
SEDG
Q4 25
22.2%
Q3 25
21.2%
Q2 25
11.1%
Q1 25
8.0%
Q4 24
-57.2%
Q3 24
-309.1%
Q2 24
-4.1%
Q1 24
-12.8%
Operating Margin
PUMP
PUMP
SEDG
SEDG
Q4 25
2.1%
-14.4%
Q3 25
-2.1%
-10.3%
Q2 25
-1.0%
-39.9%
Q1 25
2.6%
-46.8%
Q4 24
-5.8%
-134.4%
Q3 24
-49.4%
-471.8%
Q2 24
-0.1%
-60.4%
Q1 24
7.5%
-85.0%
Net Margin
PUMP
PUMP
SEDG
SEDG
Q4 25
-39.4%
Q3 25
-0.8%
-14.7%
Q2 25
-2.2%
-43.1%
Q1 25
2.7%
-44.9%
Q4 24
-146.5%
Q3 24
-38.0%
-522.8%
Q2 24
-1.0%
-49.3%
Q1 24
4.9%
-77.0%
EPS (diluted)
PUMP
PUMP
SEDG
SEDG
Q4 25
$0.01
$-2.21
Q3 25
$-0.02
$-0.84
Q2 25
$-0.07
$-2.13
Q1 25
$0.09
$-1.70
Q4 24
$-0.14
$-5.00
Q3 24
$-1.32
$-21.58
Q2 24
$-0.03
$-2.31
Q1 24
$0.18
$-2.75

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
PUMP
PUMP
SEDG
SEDG
Cash + ST InvestmentsLiquidity on hand
$91.3M
$493.2M
Total DebtLower is stronger
Stockholders' EquityBook value
$829.8M
$427.5M
Total Assets
$1.3B
$2.2B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
PUMP
PUMP
SEDG
SEDG
Q4 25
$91.3M
$493.2M
Q3 25
$76.7M
$498.6M
Q2 25
$83.0M
$758.0M
Q1 25
$71.4M
$651.6M
Q4 24
$58.3M
$585.9M
Q3 24
$54.0M
$678.8M
Q2 24
$74.7M
$689.8M
Q1 24
$53.6M
$680.6M
Stockholders' Equity
PUMP
PUMP
SEDG
SEDG
Q4 25
$829.8M
$427.5M
Q3 25
$826.2M
$479.8M
Q2 25
$824.0M
$513.2M
Q1 25
$826.5M
$594.2M
Q4 24
$816.3M
$658.3M
Q3 24
$833.0M
$930.9M
Q2 24
$975.8M
$2.1B
Q1 24
$998.2M
$2.2B
Total Assets
PUMP
PUMP
SEDG
SEDG
Q4 25
$1.3B
$2.2B
Q3 25
$1.3B
$2.2B
Q2 25
$1.2B
$2.5B
Q1 25
$1.2B
$2.5B
Q4 24
$1.2B
$2.6B
Q3 24
$1.3B
$2.8B
Q2 24
$1.5B
$3.9B
Q1 24
$1.2B
$4.2B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
PUMP
PUMP
SEDG
SEDG
Operating Cash FlowLast quarter
$81.0M
$52.6M
Free Cash FlowOCF − Capex
$16.8M
$43.3M
FCF MarginFCF / Revenue
5.8%
12.9%
Capex IntensityCapex / Revenue
22.2%
2.8%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$45.3M
$80.8M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
PUMP
PUMP
SEDG
SEDG
Q4 25
$81.0M
$52.6M
Q3 25
$41.7M
$25.6M
Q2 25
$54.2M
$-7.8M
Q1 25
$54.7M
$33.8M
Q4 24
$37.9M
$37.8M
Q3 24
$34.7M
$-89.3M
Q2 24
$104.9M
$-44.8M
Q1 24
$74.8M
$-217.0M
Free Cash Flow
PUMP
PUMP
SEDG
SEDG
Q4 25
$16.8M
$43.3M
Q3 25
$-2.4M
$22.8M
Q2 25
$17.1M
$-9.1M
Q1 25
$13.8M
$23.7M
Q4 24
$10.0M
$25.5M
Q3 24
$-6.0M
$-136.7M
Q2 24
$67.7M
$-67.0M
Q1 24
$40.2M
$-243.4M
FCF Margin
PUMP
PUMP
SEDG
SEDG
Q4 25
5.8%
12.9%
Q3 25
-0.8%
6.7%
Q2 25
5.2%
-3.1%
Q1 25
3.8%
10.8%
Q4 24
3.1%
13.0%
Q3 24
-1.7%
-58.1%
Q2 24
19.0%
-25.2%
Q1 24
9.9%
-119.1%
Capex Intensity
PUMP
PUMP
SEDG
SEDG
Q4 25
22.2%
2.8%
Q3 25
15.0%
0.8%
Q2 25
11.4%
0.4%
Q1 25
11.4%
4.6%
Q4 24
8.7%
6.2%
Q3 24
11.3%
20.1%
Q2 24
10.4%
8.4%
Q1 24
8.5%
12.9%
Cash Conversion
PUMP
PUMP
SEDG
SEDG
Q4 25
Q3 25
Q2 25
Q1 25
5.70×
Q4 24
Q3 24
Q2 24
Q1 24
3.75×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

PUMP
PUMP

Hydraulic Fracturing Segment$203.9M70%
Wireline Operating Segment$55.4M19%
Cementing Operating Segment$29.6M10%

SEDG
SEDG

Other$197.7M59%
Europe Except Netherlands$99.4M30%
Others$38.2M11%

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