SPRU vs NEE vs CWEN vs SEDG vs ENPH

For growth investors, SolarEdge Technologies, Inc.

(SEDG) is the stronger pick with 31. 4% revenue growth year-over-year, versus 2. 8% for Spruce Power Holding Corporation (SPRU). Clearway Energy, Inc. (CWEN) offers the better valuation at 26. 9x trailing P/E, making it the more compelling value choice. Analysts rate NextEra Energy, Inc. (NEE) a "Buy" — based on 36 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, Clearway Energy, Inc.

(CWEN) is the cheapest at 26. 9x versus NextEra Energy, Inc. at 28. 4x. On forward P/E, Enphase Energy, Inc. is actually cheaper at 18. 0x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: NextEra Energy, Inc. wins at 1. 33x versus Enphase Energy, Inc. 's 2. 86x — a reasonable growth-adjusted valuation.

Over the past 5 years, Clearway Energy, Inc.

(CWEN) delivered a total return of +72. 5%, compared to -93. 0% for Spruce Power Holding Corporation (SPRU). Over 10 years, the gap is even starker: ENPH returned +1789% versus SPRU's -95. 8%. 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), NextEra Energy, Inc.

(NEE) is the lower-risk stock at 0. 19β versus SolarEdge Technologies, Inc. 's 1. 98β — meaning SEDG is approximately 953% more volatile than NEE relative to the S&P 500. On balance sheet safety, SolarEdge Technologies, Inc. (SEDG) carries a lower debt/equity ratio of 99% versus 5% for Spruce Power Holding Corporation — giving it more financial flexibility in a downturn.

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

(SEDG) is pulling ahead at 31. 4% versus 2. 8% for Spruce Power Holding Corporation (SPRU). On earnings-per-share growth, the picture is similar: Clearway Energy, Inc. grew EPS 89. 3% year-over-year, compared to -6. 7% for Spruce Power Holding Corporation. Over a 3-year CAGR, SPRU leads at 73. 9% 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.

NextEra Energy, Inc.

(NEE) is the more profitable company, earning 24. 9% net margin versus -85. 9% for Spruce Power Holding Corporation — meaning it keeps 24. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NEE leads at 30. 1% versus -61. 4% for SPRU. At the gross margin level — before operating expenses — NEE leads at 62. 8%, 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.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, NextEra Energy, Inc. (NEE) is the more undervalued stock at a PEG of 1. 33x versus Enphase Energy, Inc. 's 2. 86x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Enphase Energy, Inc. (ENPH) trades at 18. 0x forward P/E versus 23. 0x for NextEra Energy, Inc. — 5. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ENPH: 19. 6% to $42. 41.

In this comparison, CWEN (7.

9% yield), NEE (2. 4% yield) pay a dividend. SPRU, SEDG, ENPH do not pay a meaningful dividend and should not be held primarily for income.

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

(NEE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 19), 2. 4% yield, +265. 3% 10Y return). SolarEdge Technologies, Inc. (SEDG) carries a higher beta of 1. 98 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (NEE: +265. 3%, SEDG: +82. 8%), 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 (SPRU (Energy) and NEE (Utilities) and CWEN (Utilities) and SEDG (Energy) and ENPH (Energy)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: SPRU is a small-cap quality compounder stock; NEE is a mid-cap quality compounder stock; CWEN is a small-cap income-oriented stock; SEDG is a small-cap high-growth stock; ENPH is a small-cap quality compounder stock. NEE, CWEN pay a dividend while SPRU, SEDG, 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.