Stem vs Maxeon

This page compares Stem Inc and Maxeon Solar Technologies Ltd, examining how their business models, financial performance, and market context differ. It provides a neutral, accessible overview of each company's approach and position, outlining structure and strategy without making forecasts. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

STEM

Metric

MAXN

$166.46M

Market Cap

$46.40M

17.37%

Potential Profit

40,582.76%

Hold

Analyst Rating

Sell

Investment Analysis

Stem

STEM

Pros

Stem Inc operates in the fast-growing clean energy sector, focusing on AI-driven energy storage solutions, which are crucial for renewable energy adoption.
The company leverages advanced software to optimise energy use, offering value through cost savings and grid services for commercial and industrial customers.
Stem has strategic partnerships and growing deployments in North America, positioning it well to benefit from increasing renewable energy mandates and grid modernization.

Considerations

Stem faces high execution risk inherent to emerging technology firms, including competition from larger energy storage and software providers.
The company operates in a capital-intensive business requiring continuous funding to support growth and technology development.
Stem's financials have shown volatility and uncertainty regarding sustained profitability as the energy storage market rapidly evolves.

Maxeon

MAXN

Pros

Maxeon Solar Technology is a global leader in premium, high-efficiency solar panels with over 2,000 patents, supporting a strong competitive technological edge.
The firm has diversified global manufacturing facilities and targets both residential and commercial markets, including expanding presence in distributed generation segments.
Maxeon benefits from increasing demand in key markets like the US, supported by government incentives such as the Inflation Reduction Act.

Considerations

Maxeon’s market share in the premium solar segment is only about 2%, facing intense competition from larger, cost-focused solar manufacturers.
The company is exposed to supply chain disruptions and volatile raw material costs, which have recently led to significant year-over-year revenue declines.
Financial ratios indicate balance sheet weakness, including low liquidity and negative interest coverage, raising concerns over financial stability and operational risks.

About The Companies

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.

Maxeon (MAXN)

Maxeon Solar Technologies Ltd (ticker MAXN) designs, manufactures and supplies high-efficiency solar panels and related components for residential, commercial and utility customers. Born from a SunPower spin‑out, Maxeon is known for its back‑contact cell architecture that can offer improved efficiency and durability versus many conventional modules. With a market capitalisation of about $59.6m, it is a small‑cap enterprise — a characteristic that can bring greater share‑price volatility and lower liquidity. Revenue and margins tend to be influenced by global solar demand, regional subsidy schemes, panel pricing and supply‑chain dynamics. Investors should be aware of exposure to manufacturing partners, trade policies and commodity cost swings; profitability and cash flow have historically varied. Potential upside includes ongoing adoption of solar, premium product positioning and policy support, while risks include intense competition, cyclical markets and regulatory changes. This summary is for educational purposes only and not personalised advice; values can fall as well as rise.

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Comparison Snapshot

Investment Analysis

Stem

Pros

Considerations

Maxeon

Pros

Considerations

About The Companies

Which Baskets Do They Appear In?

Which Baskets Do They Appear In?

Buy STEM or MAXN in Nemo

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Stem vs Gran Tierra Energy

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Frequently asked questions

What is Stem Inc primarily focused on, and how does this shape its business model?

How does Maxeon Solar Technologies’ business differ from Stem’s approach?

What does a high-level comparison of business models look like between the two stocks?

What kind of risks should a beginner note when comparing these stocks?

How could market incentives affect each company’s prospects?

Why might capital intensity be a concern for Stem and Maxeon investors?

In which markets do these companies operate, and why does this matter?

How do competitive dynamics impact each stock’s opportunity?

What should a reader look for on the financials when comparing these stocks?

Is this page intended for making a recommendation or for education only?

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Comparison Snapshot

About The Companies