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Side-by-side financial comparison of SOLAREDGE TECHNOLOGIES, INC. (SEDG) and STAG Industrial, Inc. (STAG). Click either name above to swap in a different company.
SOLAREDGE TECHNOLOGIES, INC. is the larger business by last-quarter revenue ($335.4M vs $224.2M, roughly 1.5× STAG Industrial, Inc.). STAG Industrial, Inc. runs the higher net margin — 27.6% vs -39.4%, a 67.0% gap on every dollar of revenue. On growth, SOLAREDGE TECHNOLOGIES, INC. posted the faster year-over-year revenue change (70.9% vs 9.1%). Over the past eight quarters, SOLAREDGE TECHNOLOGIES, INC.'s revenue compounded faster (28.1% CAGR vs 8.7%).
SolarEdge Technologies, Inc. is an Israeli company that developed a DC optimized inverter system.
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
SEDG vs STAG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $335.4M | $224.2M |
| Net Profit | $-132.1M | $62.0M |
| Gross Margin | 22.2% | — |
| Operating Margin | -14.4% | — |
| Net Margin | -39.4% | 27.6% |
| Revenue YoY | 70.9% | 9.1% |
| Net Profit YoY | 54.0% | -32.2% |
| EPS (diluted) | $-2.21 | $0.32 |
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.
| Q1 26 | — | $224.2M | ||
| Q4 25 | $335.4M | $220.9M | ||
| Q3 25 | $340.2M | $211.1M | ||
| Q2 25 | $289.4M | $207.6M | ||
| Q1 25 | $219.5M | $205.6M | ||
| Q4 24 | $196.2M | $199.3M | ||
| Q3 24 | $235.4M | $190.7M | ||
| Q2 24 | $265.4M | $189.8M |
| Q1 26 | — | $62.0M | ||
| Q4 25 | $-132.1M | $83.5M | ||
| Q3 25 | $-50.1M | $48.6M | ||
| Q2 25 | $-124.7M | $50.0M | ||
| Q1 25 | $-98.5M | $91.4M | ||
| Q4 24 | $-287.4M | $51.0M | ||
| Q3 24 | $-1.2B | $41.9M | ||
| Q2 24 | $-130.8M | $59.8M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | -14.4% | — | ||
| Q3 25 | -10.3% | — | ||
| Q2 25 | -39.9% | — | ||
| Q1 25 | -46.8% | — | ||
| Q4 24 | -134.4% | — | ||
| Q3 24 | -471.8% | — | ||
| Q2 24 | -60.4% | — |
| Q1 26 | — | 27.6% | ||
| Q4 25 | -39.4% | 37.8% | ||
| Q3 25 | -14.7% | 23.0% | ||
| Q2 25 | -43.1% | 24.1% | ||
| Q1 25 | -44.9% | 44.5% | ||
| Q4 24 | -146.5% | 25.6% | ||
| Q3 24 | -522.8% | 21.9% | ||
| Q2 24 | -49.3% | 31.5% |
| Q1 26 | — | $0.32 | ||
| Q4 25 | $-2.21 | — | ||
| Q3 25 | $-0.84 | — | ||
| Q2 25 | $-2.13 | — | ||
| Q1 25 | $-1.70 | — | ||
| Q4 24 | $-5.00 | — | ||
| Q3 24 | $-21.58 | — | ||
| Q2 24 | $-2.31 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $493.2M | $8.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $427.5M | $3.6B |
| Total Assets | $2.2B | $7.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $8.9M | ||
| Q4 25 | $493.2M | $14.9M | ||
| Q3 25 | $498.6M | $17.3M | ||
| Q2 25 | $758.0M | $15.4M | ||
| Q1 25 | $651.6M | $9.3M | ||
| Q4 24 | $585.9M | $36.3M | ||
| Q3 24 | $678.8M | $70.0M | ||
| Q2 24 | $689.8M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $427.5M | $3.6B | ||
| Q3 25 | $479.8M | $3.4B | ||
| Q2 25 | $513.2M | $3.4B | ||
| Q1 25 | $594.2M | $3.5B | ||
| Q4 24 | $658.3M | $3.5B | ||
| Q3 24 | $930.9M | $3.3B | ||
| Q2 24 | $2.1B | $3.3B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $2.2B | $7.2B | ||
| Q3 25 | $2.2B | $6.9B | ||
| Q2 25 | $2.5B | $6.8B | ||
| Q1 25 | $2.5B | $6.8B | ||
| Q4 24 | $2.6B | $6.8B | ||
| Q3 24 | $2.8B | $6.6B | ||
| Q2 24 | $3.9B | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.91× | ||
| Q3 25 | — | 0.91× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.89× | ||
| Q2 24 | — | 0.84× |
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 | $52.6M | — |
| Free Cash FlowOCF − Capex | $43.3M | — |
| FCF MarginFCF / Revenue | 12.9% | — |
| Capex IntensityCapex / Revenue | 2.8% | 3.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $80.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $52.6M | $104.5M | ||
| Q3 25 | $25.6M | $143.5M | ||
| Q2 25 | $-7.8M | $111.9M | ||
| Q1 25 | $33.8M | $103.5M | ||
| Q4 24 | $37.8M | $104.9M | ||
| Q3 24 | $-89.3M | $128.0M | ||
| Q2 24 | $-44.8M | $122.2M |
| Q1 26 | — | — | ||
| Q4 25 | $43.3M | $43.8M | ||
| Q3 25 | $22.8M | $95.5M | ||
| Q2 25 | $-9.1M | $62.3M | ||
| Q1 25 | $23.7M | $57.2M | ||
| Q4 24 | $25.5M | $37.6M | ||
| Q3 24 | $-136.7M | $86.7M | ||
| Q2 24 | $-67.0M | $105.0M |
| Q1 26 | — | — | ||
| Q4 25 | 12.9% | 19.8% | ||
| Q3 25 | 6.7% | 45.2% | ||
| Q2 25 | -3.1% | 30.0% | ||
| Q1 25 | 10.8% | 27.8% | ||
| Q4 24 | 13.0% | 18.8% | ||
| Q3 24 | -58.1% | 45.5% | ||
| Q2 24 | -25.2% | 55.3% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | 2.8% | 27.4% | ||
| Q3 25 | 0.8% | 22.7% | ||
| Q2 25 | 0.4% | 23.9% | ||
| Q1 25 | 4.6% | 22.5% | ||
| Q4 24 | 6.2% | 33.8% | ||
| Q3 24 | 20.1% | 21.6% | ||
| Q2 24 | 8.4% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.25× | ||
| Q3 25 | — | 2.95× | ||
| Q2 25 | — | 2.24× | ||
| Q1 25 | — | 1.13× | ||
| Q4 24 | — | 2.06× | ||
| Q3 24 | — | 3.06× | ||
| Q2 24 | — | 2.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
STAG
Segment breakdown not available.
