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Bloom EnergyBE

Electrical Components & Equipment · San Jose, California · In the S&P 500
Solid businessPricier than peers
$203.17−8.61%After hours: $204.60 (+0.70%)At the close, 30 Oct · Prices from CNBC, may be delayed
▲ 51.9% over 1 year
Bloom Energy over 1 yearDaily close, $, to 30 Oct 2026
$100$300Nov2026MarMayJulSep$203.17$100$300NovMarJul$203.17
Source: Nasdaq daily closes
Market value$60.07B
Price to earnings126.0x
Forward P/E50.8x
Dividend yield–
Year to date+133.8%
One year+51.9%
Next earningsNot scheduled
SectorIndustrials
52-week range (closes)
$76.97$345.85

Quality and valuation

How Bloom Energy compares with other industrials stocks. A description, not a recommendation.

Bloom Energy and 5 electrical components & equipment peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: about averageValuation: pricier than most

An average business among industrials companies, priced above most of them.

Bloom Energy trades at 50.8 times the next 12 months of expected earnings, against a median of 21.4x for the 89 industrials stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew faster than the sector median: +110.1% vs +8.2%
  • Keeps less of each sale (gross margin): 32.4% vs 38.1%
  • Less profitable (operating margin): 14.9% vs 17.5%
  • Turns less of its sales into cash: 11.4% vs 13.1%
BE trades at 50.8x forward earnings, above the sector medianForward p/e, Electrical Components & Equipment peers
EMR23.2xETN24.4xAME27.1xVRT28.8xROK30.1xBE50.8xSector median 21.4xEMR23.2xETN24.4xAME27.1xVRT28.8xROK30.1xBE50.8xSector median 21.4x
Source: CNBC quotes; Mostly Markets

Financials

From Bloom Energy's SEC filings, through the quarter ending 30 Sep 2026. Hover or tap a bar for its value.

Revenue grew 137.2% from a year earlierQuarterly revenue, $bn, latest Q3 ’26
$0.0bn$0.5bn$1.0bnQ4 ’24Q2 ’25Q4 ’25$1.2bnQ3 ’26$0.0bn$0.5bn$1.0bnQ4 ’24Q2 ’25Q4 ’25$1.2bnQ3 ’26
Source: SEC filings
Growth slowed to +137.2% last quarterRevenue growth, year on year, %
0%50%100%150%Q4 ’24Q2 ’25Q4 ’25137.2%Q3 ’260%100%Q4 ’24Q2 ’25Q4 ’25137.2%Q3 ’26
Source: SEC filings
Operating margin was 18.3% last quarterOperating income as a share of revenue, %
0%10%Q4 ’24Q2 ’25Q4 ’2518.3%Q3 ’260%10%Q4 ’24Q2 ’25Q4 ’2518.3%Q3 ’26
Source: SEC filings
Free cash flow was $437 million over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $m
−$200m$0m$200m$400mQ4 ’24Q2 ’25Q4 ’25−$181mQ3 ’26$0m$250mQ4 ’24Q2 ’25Q4 ’25−$181mQ3 ’26
Source: SEC filings
Last 12 monthsBESector median
Revenue growth+110.1%+8.2%
Gross margin32.4%38.1%
Operating margin14.9%17.5%
Free cash flow margin11.4%13.1%
Price to earnings126.0x25.8x

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Similar companies

Electrical Components & Equipment, by market value.

CompanyPriceTodayYTDValue
ETNEaton$369.97−6.03%+16.2%$144B
EMREmerson Electric$164.94−3.40%+24.3%$92.00B
VRTVertiv$232.50−5.46%+43.5%$89.53B
AMEAmetek$241.12−4.23%+17.4%$55.28B
ROKRockwell Automation$436.20−3.37%+12.1%$48.44B