SOLAREDGE TECHNOLOGIES, INC. (SEDG) Stock — Forensic Analysis, Red Flags & Rating | Stockonomy · Stockonomy
Forensic Analysis · Technology / Software · as of Jun 27, 2026
SOLAREDGE TECHNOLOGIES, INC. (SEDG)
A forensic read on SOLAREDGE TECHNOLOGIES, INC. built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.
D · Weak — demands caution
Forensic grade
Distress
Financial health
0.0
Altman Z-score
Clean
Earnings quality
6
Forensic signals
-79.6%
ROE
$3.1B
Market cap
SOLAREDGE TECHNOLOGIES, INC. earns a D (Weak — demands caution) forensic quality grade, and its Altman Z-score is 0.0, placing it in the Distress zone. 6 forensic signals were flagged in its latest SEC filings, led by receivables vs revenue.
What the filings flag
82d DSOReceivables vs revenue.Days sales outstanding moved from 65 to 82 days FY2024→FY2025 (receivables +67% vs revenue +31%). Receivables are outrunning sales — a flag for aggressive revenue recognition or slipping collections.
204dInventory days.Days inventory outstanding moved from 133 to 204 FY2024→FY2025 (against cost of goods sold; inventory -14% vs -44% in cost of sales). Inventory is outrunning what's being sold — a flag for softening demand or obsolescence risk ahead.
-26%Return on invested capital.Return on invested capital is -26% and slipping from 4% — well below its ~10% cost of capital, so reinvested dollars may be destroying value, not building it.
8% of revStock-based comp load.Stock-based compensation ran 8% of revenue and 115% of free cash flow in FY2025 — about $1.57 per diluted share. Heavy — a large slice of 'free cash flow' is really being paid out in stock, so the true owner cash per share is well below the headline.
stoppedShareholder returns — halted.Capital returns have STOPPED — $50M of buybacks + dividends in FY2024, but ~$0 in FY2025. A halt usually means the company is conserving cash; understand why before reading it as neutral.
+0.5%/yrShare-count dilution.Diluted share count changed +1% over the last 3 years to FY2025 (+0.5%/yr). Roughly flat — buybacks are about offsetting stock comp, not shrinking the count. Per-share value isn't being meaningfully helped or hurt by the count.
Key fundamentals
Net Margin-34.2%
Debt / Equity0.02x
Free Cash Flow$80.8M
Latest Revenue$1.18B
Return on Equity-94.8%
Revenue Growth YoY+31.4%
Go deeper — free with an account
The forensic grade and screens above are free — no account needed. An account adds the full interactive deep-dive on SOLAREDGE TECHNOLOGIES, INC.:
🔒The written investment read — what the numbers mean, in plain English
🔒Ask anything about SEDG's filings — AI Q&A across the 10-K, 10-Qs & 8-Ks
🔒Interactive valuation — reverse-DCF sliders, Monte Carlo & scenario stress
🔒Calibrated 12-month price forecast, with the math shown