DMC Global vs Stem

This page compares DMC Global and Stem Inc, exploring their business models, financial performance, and market context in a clear, neutral style. It discusses how each company generates value, the markets they operate in, and the factors shaping their outlook, without offering investment recommendations. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

BOOM

Metric

STEM

$172.55M

Market Cap

$166.46M

52.44%

Potential Profit

17.37%

Hold

Analyst Rating

Hold

Investment Analysis

DMC Global

BOOM

Pros

Revenue growth remains resilient, with Q3 2025 sales exceeding forecasts despite broader market challenges.
Adjusted EBITDA increased by 51% year-on-year, reflecting improved operational efficiency in core segments.
Net debt reduced by 47% since the start of the year, strengthening the company's balance sheet.

Considerations

Adjusted EPS reported a loss of -$0.08 in Q3 2025, missing forecasts and indicating ongoing profitability issues.
Consolidated sales declined slightly year-on-year, suggesting persistent headwinds in key markets.
Persistent net losses and negative earnings sentiment have led to a deep discount valuation, reflecting investor caution.

Stem

STEM

Pros

Stem has secured significant energy storage contracts, driving revenue growth in the rapidly expanding clean energy sector.
The company benefits from strong tailwinds due to global demand for grid-scale battery storage and decarbonisation initiatives.
Strategic partnerships with major utilities and technology providers enhance its competitive position in the energy storage market.

Considerations

Stem continues to report substantial net losses, with profitability remaining elusive despite revenue growth.
High exposure to commodity price volatility and supply chain risks in battery materials can impact margins.
Execution risks remain elevated as the company scales operations and integrates new technologies across diverse markets.

About The Companies

DMC Global (BOOM)

DMC Global Inc. is a diversified company operating a portfolio of asset-light manufacturing businesses. It provides highly engineered products across three distinct segments. Its DynaEnergetics business serves the global oil and gas industry, designing and selling perforating systems and hardware. The NobelClad division produces explosion-welded clad metal plates for corrosion-resistant industrial equipment, as well as specialised transition joints for ships, rail cars, and liquified natural gas (LNG) processing facilities. Finally, Arcadia Products supplies the commercial construction market with a range of architectural building solutions, including aluminium window and door systems and storefronts. This multi-sector approach means the company is active in energy, industrial infrastructure, and commercial construction, giving it exposure to different economic drivers. As with any investment, its value can fall as well as rise.

Stem (STEM)

Stem Inc. is a company at the intersection of energy and artificial intelligence. It provides AI-driven software and services that help customers manage clean energy assets, such as solar and battery storage systems. Its main platform, PowerTrack Optimizer, uses artificial intelligence to make these systems more efficient and profitable. The company offers a complete package of software, hardware, and services that cover the entire lifecycle of an energy project, from development to operation. In essence, Stem aims to simplify the complex world of renewable energy for asset owners and operators, helping them to monitor, control, and optimise their investments in the growing clean energy market. This technology plays a role in making renewable power sources more reliable and integrated into the grid.

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DMC Global vs Stem

Comparison Snapshot

Investment Analysis

DMC Global

Pros

Considerations

Stem

Pros

Considerations

About The Companies

Buy BOOM or STEM in Nemo

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Frequently asked questions

What is the difference between revenue growth and profitability in these stock comparisons?

How should I read ‘adjusted EBITDA’ versus ‘EPS’ in the context of these companies?

What does ‘net debt reduced’ imply about a company’s financial health?

What is the significance of a company with ‘strong revenue growth’ but ongoing losses?

How do contracts and partnerships affect a stock’s growth outlook?

What risks should be considered when a company relies on commodity prices and supply chains?

How do market conditions impact these companies differently?

What sector trends are relevant for evaluating these stocks?

How should I compare earnings quality between the two companies?

What is the purpose of this page’s neutral, educational framing?

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Comparison Snapshot

About The Companies