SEDG compared with NVDA: revenue, margins and what each company keeps, and the suppliers and customers both name

SEDGSolaredge Technologies, Inc.

Mkt capRevenueRevenue

NVDANvidia Corp

Mkt capRevenueRevenue

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SEDGSolaredge Technologies, Inc.

NVDANvidia Corp

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only SEDG 1

ENVXEnovixcustomer

Shared 0

No shared counterparties.

Only NVDA 24

MUMicronsupplier

COHRCoherentsupplier

HPQHPcustomer

SMCISuper Microcustomer

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

20 more · NVDA chain ›

SEDGSolaredge Technologies, Inc.

27.49▲+4.92%· post 27.48

Mkt cap$1.6BRevenue$326MQ3 FY26Revenue$1.2BFY25

NVDANvidia Corp

186.71▲+2.82%· post 188.72

ClosedNov 6 '26

Mkt cap$4.5TRevenue$96.2BQ2 FY27Revenue$216BFY26

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ClosedNov 6 '26

SEDGSolaredge Technologies, Inc.

NVDANvidia Corp

27.49▲+4.92%post 27.48

Price

186.71▲+2.82%post 188.72

$1.6B

Mkt cap

$4.5T

Q3 FY26$326M

Revenue

$96.2BQ2 FY27

FY25$1.2B

Revenue

$216BFY26

SEDG27.49▲+4.92%vsNVDA186.71▲+2.82%ClosedNov 6 '26