Head-To-Head Analysis: Bloom Energy (BE) vs. Its Competitors

Bloom Energy (NYSE:BE) is one of 21 public companies in the “Electrical industrial apparatus” industry, but how does it compare to its rivals? We will compare Bloom Energy to similar businesses based on the strength of its earnings, dividends, profitability, valuation, analyst recommendations, risk and institutional ownership.

Valuation & Earnings

This table compares Bloom Energy and its rivals top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Bloom Energy	$1.47 billion	-$302.12 million	-101.10
Bloom Energy Competitors	$534.72 million	-$136.01 million	-1.96

Bloom Energy has higher revenue, but lower earnings than its rivals. Bloom Energy is trading at a lower price-to-earnings ratio than its rivals, indicating that it is currently more affordable than other companies in its industry.

Profitability

This table compares Bloom Energy and its rivals’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Bloom Energy	-10.29%	-20.32%	-3.94%
Bloom Energy Competitors	-211.08%	-93.75%	-17.25%

Volatility & Risk

Bloom Energy has a beta of 3.3, indicating that its stock price is 230% more volatile than the S&P 500. Comparatively, Bloom Energy’s rivals have a beta of 1.46, indicating that their average stock price is 46% more volatile than the S&P 500.

Analyst Ratings

This is a summary of recent recommendations for Bloom Energy and its rivals, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Bloom Energy	1	11	8	1	2.43
Bloom Energy Competitors	92	598	839	35	2.52

Bloom Energy presently has a consensus price target of $25.06, suggesting a potential upside of 23.91%. As a group, “Electrical industrial apparatus” companies have a potential upside of 17.47%. Given Bloom Energy’s higher possible upside, equities research analysts clearly believe Bloom Energy is more favorable than its rivals.

Insider & Institutional Ownership

77.0% of Bloom Energy shares are held by institutional investors. Comparatively, 53.1% of shares of all “Electrical industrial apparatus” companies are held by institutional investors. 8.8% of Bloom Energy shares are held by insiders. Comparatively, 10.7% of shares of all “Electrical industrial apparatus” companies are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Summary

Bloom Energy beats its rivals on 8 of the 13 factors compared.

About Bloom Energy

Bloom Energy Corporation designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally. The company offers Bloom Energy Server, a solid oxide technology that converts fuel, such as natural gas, biogas, hydrogen, or a blend of these fuels into electricity through an electrochemical process without combustion. It sells its products through direct and indirect sales channels to utilities, data centers, agriculture, retail, hospitals, higher education, biotech, and manufacturing industries. The company was formerly known as Ion America Corp. and changed its name to Bloom Energy Corporation in 2006. Bloom Energy Corporation was incorporated in 2001 and is headquartered in San Jose, California.