SHLS vs GNRC vs REZI vs ENPH

For growth investors, Shoals Technologies Group, Inc.

(SHLS) is the stronger pick with 19. 1% revenue growth year-over-year, versus -2. 0% for Generac Holdings Inc. (GNRC). Enphase Energy, Inc. (ENPH) offers the better valuation at 27. 5x trailing P/E (17. 6x forward), making it the more compelling value choice. Analysts rate Shoals Technologies Group, Inc. (SHLS) a "Buy" — based on 23 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Enphase Energy, Inc.

(ENPH) is the cheapest at 27. 5x versus Generac Holdings Inc. at 99. 2x. On forward P/E, Resideo Technologies, Inc. is actually cheaper at 13. 1x — notably different from the trailing picture, reflecting expected earnings growth.

Over the past 5 years, Resideo Technologies, Inc.

(REZI) delivered a total return of +33. 0%, compared to -72. 8% for Shoals Technologies Group, Inc. (SHLS). Over 10 years, the gap is even starker: ENPH returned +1738% versus SHLS's -74. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Generac Holdings Inc.

(GNRC) is the lower-risk stock at 1. 69β versus Resideo Technologies, Inc. 's 2. 27β — meaning REZI is approximately 34% more volatile than GNRC relative to the S&P 500. On balance sheet safety, Shoals Technologies Group, Inc. (SHLS) carries a lower debt/equity ratio of 29% versus 114% for Enphase Energy, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Shoals Technologies Group, Inc.

(SHLS) is pulling ahead at 19. 1% versus -2. 0% for Generac Holdings Inc. (GNRC). On earnings-per-share growth, the picture is similar: Enphase Energy, Inc. grew EPS 72. 0% year-over-year, compared to -718. 0% for Resideo Technologies, Inc.. Over a 3-year CAGR, SHLS leads at 13. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Enphase Energy, Inc.

(ENPH) is the more profitable company, earning 11. 7% net margin versus -7. 1% for Resideo Technologies, Inc. — meaning it keeps 11. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SHLS leads at 11. 9% versus 6. 9% for GNRC. At the gross margin level — before operating expenses — ENPH leads at 46. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Resideo Technologies, Inc.

(REZI) trades at 13. 1x forward P/E versus 30. 9x for Generac Holdings Inc. — 17. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SHLS: 25. 4% to $9. 83.

In this comparison, REZI (0.

6% yield) pays a dividend. SHLS, GNRC, ENPH do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Enphase Energy, Inc.

(ENPH) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+1738% 10Y return). Shoals Technologies Group, Inc. (SHLS) carries a higher beta of 2. 08 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (ENPH: +1738%, SHLS: -74. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (SHLS (Energy) and GNRC (Industrials) and REZI (Industrials) and ENPH (Energy)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: SHLS is a small-cap high-growth stock; GNRC is a mid-cap quality compounder stock; REZI is a small-cap quality compounder stock; ENPH is a small-cap quality compounder stock. REZI pays a dividend while SHLS, GNRC, ENPH do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.