SOLAREDGE TECHNOLOGIES, INC. (SEDG)

Semiconductors & Related Devices

Latest Price

$35.26

TTM P/E

Normalized P/E

Div Yield

Book Value

6.74

P/B Ratio

5.23

Valuation metrics

Norm. op. income: $143M (median of 7yr)

Tax rate: 19%

Discount rate: 10%

Growth assumption: zero (EPV is a no-growth value)

Earnings Power Value

$27.34

22% downside

Base FCF: $73M (median of recent 5yr)

Growth: -15%/yr (median YOY, capped at 25%)

Discount rate: 10%

Terminal growth: 3%

Projection horizon: 10 years

DCF Fair Value

$13.31

62% downside

100.0% held by institutions

Institution	Shares	Value	Ownership %	Change	Filing Date
BlackRock, Inc.	9.58M	$559.0M	15.57%	+1.14M	2026-06-30
JANE STREET GROUP, LLC	5.45M	$318.0M	8.86%	+3.36M	2026-06-30
CITADEL ADVISORS LLC	2.64M	$154.0M	4.29%	+370.2K	2026-06-30
UBS Group AG	2.61M	$152.0M	4.24%	-160.2K	2026-06-30
Invesco Ltd.	2.60M	$151.0M	4.22%	-36.0K	2026-06-30
MENORA MIVTACHIM HOLDINGS LTD.	2.39M	$139.0M	3.89%	-380.5K	2026-06-30
Harel Insurance Investments & Financial Services Ltd.	2.36M	$137.0M	3.83%	+2.35M	2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC	2.16M	$126.0M	3.51%	-112.1K	2026-06-30
WELLS FARGO & COMPANY/MN	1.81M	$105.0M	2.94%	+1.69M	2026-06-30
STATE STREET CORP	1.76M	$102.0M	2.86%	+12.2K	2026-06-30