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Shoals Technologies Group, Inc. (SHLS) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Shoals Technologies Group, Inc.

SHLSMarket cap $1.43BPrice $8.5

Country🇺🇸United States

SectorIndustrials

IndustryElectrical Equipment

Makes electrical balance-of-system components that connect solar panels to the grid, cutting installation time and errors on utility-scale solar farms. Their plug-and-play tech is behind a huge chunk of America's largest solar projects.

In Bastion Portfolios?

52W Return-15%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+13%8

Revenue Forecast

Rev CAGR (1y)+32%9

Rev CAGR (3y)+17%8

Rev CAGR (5y)+11%8

Earnings Forecast

EPS Growth Y+1+127%10

EPS Growth Y+2+30%9

EPS Growth Y+3+17%8

Quality

Margins

EBIT Margin14%6

Net Income Margin5%4

Free Cash Flow Margin-9%2

Debt

Net Debt/EBITDA2.14

Efficiency

ROE5%3

ROA4%5

Earnings Stability55

GEAR+AVERAGE34

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)156

P/E Ratio (Forward 3y)126

P/BV2.36

EV Multiples

EV/EBITDA Fwd134

EV/EBIT Fwd223

Yield

Free Cash Flow Yield-3.6%2

Dividend Yieldna–

Momentum

Short term

1 month return+19%10

3 month return-15%2

YTD return-0%5

Mid term

Price vs 52wHigh64%3

1 year return-1%5

Long term

3 year return-44%1

5 year return-70%1

Risk Shield

Price Risk

Beta0.95

Volatility86%1

Free Cash Flow

Free Cash Flow Margin-9%2

Free Cash Flow Yield-3.6%2

Quality

ROCE11%6

Earnings Stability55

Net Debt/EBITDA2.14

02Growth

Is it actually growing, and how fast?

SHLSShoals Technologies Group

Revenue FY25$475M

GROWTH RATING↗

STRONG84 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+13%8

Revenue, next 1Y+32%9

Revenue, next 3Y, CAGR+17%8

Revenue, next 5Y, CAGR+11%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+127%10

EPS growth, FY27E+30%9

EPS growth, FY28E+17%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 84% of companies worldwide.

Revenue grew 13%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

Revenue is set to grow 17%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 13%/yr over the last 3 years and is set to grow 17%/yr from here.

The runway holds up: revenue is set to grow 11%/yr over five years.8/10

Earnings are set to grow faster than sales (EPS about 30%/yr vs revenue 17%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Hyper Compounder

A top-tier grower that's speeding up.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK19 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+19%10

3-month return-15%2

YTD return-0%5

MID & LONG-TERM▾SCORE

% of 52-week high64%3

1-year return-1%5

3-year return-44%1

5-year return-70%1

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (+19%).

WATCH

It's down 0.6% over the past year, now 36% below its 52-week high. That is a touch behind the market.

Returns sit at the market level so far this year (+0%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-44% over three years and -70% over five), behind 90% of the market.

The stock is underperforming over three months (-15%).

BOTTOM LINE

Weak Tape

Returns across short and long horizons rank poorly versus the market. Momentum offers no support here; the case has to come from other factors. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Shoals Technologies Group, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

SHLSShoals Technologies Group

Revenue FY25$475M

GROWTH RATING↗

STRONG84 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+13%8

Revenue, next 1Y+32%9

Revenue, next 3Y, CAGR+17%8

Revenue, next 5Y, CAGR+11%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+127%10

EPS growth, FY27E+30%9

EPS growth, FY28E+17%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 84% of companies worldwide.

Revenue grew 13%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

Revenue is set to grow 17%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 13%/yr over the last 3 years and is set to grow 17%/yr from here.

The runway holds up: revenue is set to grow 11%/yr over five years.8/10

Earnings are set to grow faster than sales (EPS about 30%/yr vs revenue 17%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Hyper Compounder

A top-tier grower that's speeding up.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK19 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+19%10

3-month return-15%2

YTD return-0%5

MID & LONG-TERM▾SCORE

% of 52-week high64%3

1-year return-1%5

3-year return-44%1

5-year return-70%1

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (+19%).

WATCH

It's down 0.6% over the past year, now 36% below its 52-week high. That is a touch behind the market.

Returns sit at the market level so far this year (+0%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-44% over three years and -70% over five), behind 90% of the market.

The stock is underperforming over three months (-15%).

BOTTOM LINE

Weak Tape

Returns across short and long horizons rank poorly versus the market. Momentum offers no support here; the case has to come from other factors. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Shoals Technologies Group, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community