When working in solar energy, it is not inadvisable to be born under a lucky star. This is obviously the case of the Israeli company SolarEdge, listed in the United States. A society which benefits from an exceptional astral conjunction: increase in the consumption of energy in the world; the rise of renewable energies in general and photovoltaics in particular. Even the misfortunes of the world seem to benefit him: the invasion of Ukraine by Vladimir Putin made Europe aware of its dependence on Russian fossil fuels and of the need to change the model. Conclusion of the experts: with 38% of the total, solar should become the main driver of green energy production by 2050.
But SolarEdge is not content to surf on this buoyant market. It has been able to innovate technologically to distinguish itself from its competitors. Although it does not manufacture photovoltaic panels itself, it offers a production management solution based on inverters, power optimizers and energy storage, all supervised by a cloud-based platform. .
The company has in fact built its commercial lead on innovative inverters, which themselves synthesize the sine wave without going through a transformer. They therefore require fewer magnetic components and fewer cooling elements. Their cost, weight and size are reduced. Hence easier installation, lower production costs and higher yield. In addition, its power optimizers make the panels “intelligent”: each of them acts independently, which improves the energy performance of the system. Finally, the cloud-based supervision platform makes it possible to view the efficiency of the solar installation in real time, to adapt production to needs and to detect any faults. Besides, she also knew diversify by offering home automation or domestic charging stations for electric vehicles.
SolarEdge therefore presents itself as a qualitative company from all points of view: a healthy financial situation, steady growth, a buoyant market and high profitability above its market. A company of choice for any investor wishing to put green in his portfolio.
And also… Two other values to follow closely:
Iberdrola. This Spanish company is quite simply the largest European player in the production and distribution of electricity produced from renewable energies. This explains it: it is also the second largest Spanish market capitalization. Thanks to a portfolio of stable, oligopolistic and regulated activities, it has carved out a place of choice for itself on the world energy market. It should reach 60 gigawatts of renewable capacity by 2025, i.e. twice as much as in 2019. Its method: an investment program of… 75 billion euros spread over five years and, as a result, an acceleration in offshore wind, hydrogen and batteries.
NextEra Energy. Should we talk about American Iberdrola? In any case, NextEra Energy is one of the largest electricity distribution and renewable energy companies in the United States. Its activity includes, on the one hand, Florida Power & Line, an essential public electricity distribution service in this southern state; on the other, NextEra Energy Resources, the world’s largest producer of renewable energy from the wind and the sun and one of the world’s champions in battery storage. With almost a century of existence, it offers an excellent return on investment to shareholders.
An article from the special issue of L’Express “Investing in the ecological transition: 20 values to follow”, published on July 6.