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ENPH

ENPH

Technology · Solar

$51.34-2.01%
Mkt Cap: $6.77B

Performance

ENPH (ENPH) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

ENPH (ENPH) operates in the Solar space within the Technology sector. With a market cap of $6.8B, it qualifies as a small-cap company. Revenue has been contracting year-over-year, a headwind that investors will watch closely in upcoming earnings.

Bull Case2
  • Forward P/E (21.2×) is lower than trailing P/E (50.8×) — analysts expect earnings to improve
  • Current ratio of 3.8× — ample short-term liquidity
Bear Case5
  • High P/E of 50.8× implies high expectations already priced in — leaves little room for disappointment
  • Revenue declined 21% YoY — warning sign for business momentum
  • High debt-to-equity of 55.53× increases financial risk, especially with elevated interest rates
  • No dividend history — total return depends entirely on price appreciation
  • High beta of 1.57 — this stock is significantly more volatile than the broader market

Verdict

Avoid

Significant fundamental concerns outweigh positives. High risk at current levels.

AI Insight

Powered by Claude

AI-generated analysis for informational purposes only. Not financial advice.

Related Articles

Revenue & Results

Dividends

This stock does not pay dividends.

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

Next Earnings

Jul 28, 2026

42

days

EPS (TTM)

$1.01

P/E (TTM)

50.8

Fwd P/E

21.2

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$6.77B
P/E Ratio50.83
Forward P/E21.22
P/B Ratio
PEG Ratio1.44
EPS (TTM)$1.01

Trading

Open
Day High
Day Low
52W High$73.74
52W Low$25.78
Volume
Avg Volume (3M)7,606,677
Beta1.57

Dividends

Dividend Yield
Annual Rate
Ex-Div Date
Payout Ratio0.00%

Profitability

Profit Margin9.64%
Operating Margin-9.13%
ROE14.11%
ROA2.22%
Revenue Growth-20.60%
Earnings Growth

Balance Sheet

Total Revenue$1.40B
Total Debt$612.13M
Debt / Equity55.53
Current Ratio3.80
Free Cash Flow$91.61M

Fair Value Estimates

Current price: $51.34

Graham Number

√(22.5 × EPS × Book Value)

$13.79

-73.1% downside

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

N/A

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

4/10

57% score

Pays dividends

No dividend history found

Dividend consistency (5Y+)

Uninterrupted dividend payments for at least 5 years

ROE above 10%

14.1%

Return on equity — measures how efficiently capital is used

Positive profit margin

9.6%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

-20.6%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

55.53×

Low financial leverage reduces risk of distress

Current ratio above 1

3.80×

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$391M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

Stock must distribute income to shareholders

Related Assets

Technology

About ENPH

Enphase Energy, Inc., together with its subsidiaries, designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally. The company offers semiconductor-based microinverter that converts energy at the individual solar module level and combines with its proprietary networking and software technologies to provide energy monitoring and control. It also provides microinverter units and related accessories; IQ Battery and related accessories; IQ PowerPack 1500 and related accessories; IQ Combiner, IQ Gateway, and IQ Energy Router; cloud-based monitoring service; and electric vehicle charging solutions, as well as design, proposal, permitting, installation and solar appointment generation services, and Enphase Care services. The company sells its solutions to solar distributors; and directly to large installers, original equipment manufacturers, strategic partners, and homeowners, as well as through its legacy product upgrade program or online store. Enphase Energy, Inc. was incorporated in 2006 and is headquartered in Fremont, California.

Sector

Technology

Industry

Solar

Location

Fremont, United States

Employees

2,872