Top 3 Picks
2026 Outlook
Into 2026, demand for residential solar-plus-storage and high-density batteries is projected to rise with grid modernization and EV adoption, favoring companies with differentiated technology. Silicon-anode and precision-component suppliers are positioned to capture margin expansion as production scales. Execution on cost reduction and supply-chain localization will determine which firms convert policy support into sustained earnings growth.
Complete Rankings
| Rank | Stock | Score | Price | Market Cap |
|---|---|---|---|---|
|
1
|
Sunrun Inc
|
70.1 | $8.89 | $4.2B |
|
2
|
Enovix Corporation Common Stock
|
69.9 | $3.32 | $2.4B |
|
3
|
Novanta Inc. Common Stock
|
66.8 | $148.36 | $3.6B |
|
4
|
Energy Vault Holdings, Inc.
|
65.1 | $3.84 | $520M |
|
5
|
Spectrum Brands Holdings, Inc.
|
63.7 | $88.50 | $1.3B |
|
6
|
Energizer Holdings, Inc
|
63.5 | $21.23 | $1.7B |
|
7
|
Amprius Technologies, Inc.
|
61.5 | $9.89 | $1.5B |
|
8
|
Byrna Technologies, Inc. Common Stock
|
61.3 | $3.68 | $510M |
|
9
|
Eos Energy Enterprises, Inc. Class A Common Stock
|
57.7 | $3.88 | $3.5B |
|
10
|
Microvast Holdings, Inc. Common Stock
|
57.0 | $0.69 | $1.4B |
|
11
|
SES AI Corporation
|
55.4 | $0.50 | $649M |
|
12
|
QuantumScape Corporation
|
53.3 | $5.48 | $8.3B |
|
13
|
Fluence Energy, Inc. Class A Common Stock
|
53.1 | $10.35 | $1.8B |
|
14
|
EnerSys, Inc.
|
52.6 | $181.91 | $4.3B |
|
15
|
Solid Power, Inc. Class A Common Stock
|
51.4 | $2.52 | $673M |
In-Depth Analysis: Top Electrical Equipment Stocks
RUN
Sunrun is engaged in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems in the United States. The company acquires customers directly and through relationships with various solar and strategic partners. The solar systems are constructed by Sunrun or by Sunrun's partners and are owned by the company. Sunrun's customers typically enter into 20- to 25-year …
Sunrun leads in the Electrical Equipment sector by designing, installing, and owning residential solar energy systems across the US, scaling distributed renewables through direct customer acquisition and strategic partnerships.
Sunrun posts an 11.6% profit margin alongside 52.8% revenue growth, yet its -19.9% ROE reflects pressures from its capital-intensive model of owning solar assets, while the 6.1 P/E ratio signals market skepticism on earnings sustainability.
In 2026, RUN's 52.8% revenue growth positions it to capture rising residential solar demand, and its low 6.1 P/E offers valuation upside if margins stabilize. The 70.1/100 Tradestie Score further supports potential outperformance as policy tailwinds accelerate clean energy adoption.
ENVX
Enovix Corp is engaged in designing, developing, manufacturing, and commercializing Lithium-ion, or Li-ion, battery cells. It uses BreakFlow and Encapsulation technologies to manufacture high capacity and resilient batteries. The company's product portfolio comprises power disc batteries, flexible lithium-ion polymer batteries, superior lithium-ion polymer batteries, active silicon lithium-ion cells, and others. Geographically, the company generates maximum revenue from its customers in …
Enovix Corporation stands out in the Electrical Equipment sector through its development of advanced Lithium-ion batteries featuring BreakFlow and Encapsulation technologies, enabling higher capacity and resilience for applications in power discs and flexible formats, addressing critical needs in energy storage and portable electronics.
The company's ROE of -81.3% highlights substantial net losses relative to equity, underscoring challenges in achieving profitability, even as revenue growth reaches 20.8%, suggesting ongoing investment in manufacturing scale-up without immediate financial returns.
With a Tradestie Score of 69.9/100, ENVX presents a compelling opportunity for 2026 as its proprietary technologies could capture market share in the expanding Li-ion battery market. The 20.8% revenue growth indicates early commercialization traction, potentially translating to positive earnings if production efficiencies improve. Investors seeking exposure to next-generation battery innovations may benefit from anticipated sector tailwinds in electrification.
NOVT
Novanta Inc manufactures photonic and motion-control components for original equipment manufacturers in the medical equipment and industrial technology markets. The firm operates in two segments: Automation Enabling Technologies and Medical Solutions. It generates the majority of its revenue from the Medical Solutions segment that designs, manufactures, and markets a range of medical-grade technologies, including medical insufflators, pumps, and related disposables; …
Novanta Inc. matters in the Electrical Equipment sector as a specialized provider of photonic and motion-control components to OEMs, with its Automation Enabling Technologies segment generating the majority of revenue across medical equipment and industrial technology markets.
Novanta's financial health shows modest profitability at a 6.0% profit margin and 5.1% ROE alongside 10.3% revenue growth, though the 91.5 P/E ratio reflects elevated valuation and limited returns on equity.
Investors should consider NOVT in 2026 for its 10.3% revenue growth in expanding medical and automation markets, which could drive margin expansion from the current 6.0% level. The Tradestie Score of 66.8/100 signals moderate momentum that may support earnings growth and improved ROE over time. A high P/E of 91.5 prices in this expansion potential within the Electrical Equipment sector.
NRGV
Energy Vault Holdings Inc is a grid-scale energy storage company that is driving a faster transition to renewable power by solving the intermittence issues that are inherent to the prevalent sources of renewable energy, solar and wind. Geographical presence in United States, China and Other. Majority of its revenue comes from U.S.
Energy Vault Holdings addresses grid-scale energy storage needs in the Electrical Equipment sector by mitigating intermittency in solar and wind generation, with operations spanning the United States, China, and other markets.
The company reports a -48.6% profit margin and -178.6% ROE, reflecting deep operating losses and negative equity returns, even as revenue expanded 104.1%.
NRGV's 104.1% revenue growth positions it to capture share in the expanding renewable storage market across the US and China. A Tradestie Score of 65.1/100 signals moderate momentum that could translate into improved margins by 2026 as project deployments scale. Investors may benefit from the company's role in the energy transition if execution aligns with sector demand growth.
SPB
Spectrum Brands Holdings Inc is consumer products and home essentials company. The company is a supplier of consumer batteries, residential locksets, residential builders' hardware, grooming products and personal care products. The company manages the businesses in product-focused segments; Home and Personal Care, global Pet Care, and Home and Garden. The Company manufactures, markets and distributes its products globally in the …
Spectrum Brands Holdings supplies consumer batteries and residential hardware in the Electrical Equipment sector, supporting essential household electrical and builder product demand through its product-focused segments.
Profitability remains limited with a 2.8% profit margin and 4.5% ROE, though 7.7% revenue growth provides a base for incremental improvement at the current 27.5 P/E valuation.
Investors should consider SPB in 2026 for its 7.7% revenue growth trajectory that supports market expansion in batteries and locksets. The 63.7/100 Tradestie Score signals moderate upside potential from operational leverage in core segments. Diversified consumer exposure offers resilience for earnings recovery amid sector demand stabilization.
ENR
Energizer Holdings Inc makes and distributes household batteries, specialty batteries, and lighting products. Energizer offers batteries using lithium, alkaline, carbon-zinc, nickel-metal hydride, zinc-air, and silver oxide technologies. These products are sold under the Energizer, Rayovac, Varta and Eveready brands at performance and premium price segments. It also offers auto care products in the appearance, fragrance, performance, and air conditioning recharge …
Energizer Holdings, Inc. is a core participant in the Electrical Equipment sector through its production and distribution of lithium, alkaline, and other battery technologies under Energizer, Rayovac, and Varta brands, powering consumer electronics and specialty devices.
The company reports a thin 2.7% profit margin alongside 1.2% revenue growth, yet delivers a high 42.2% ROE that reflects efficient equity utilization despite modest top-line expansion and a 17.6 P/E valuation.
Investors should consider ENR in 2026 for its 42.2% ROE signaling strong capital efficiency in battery demand growth. The 17.6 P/E offers reasonable entry valuation relative to sector peers, while the 63.5/100 Tradestie Score highlights moderate momentum in specialty battery segments amid electrification trends.
AMPX
Amprius Technologies Inc is engaged in the production of silicon anodes for high-energy-density lithium-ion batteries. The company develops, manufactures and markets lithium-ion batteries for mobility applications, including the aviation, electric vehicle (EV) and light electric vehicle (LEV) industries. The company's batteries are used for existing and emerging aviation applications, including unmanned aerial systems, such as drones and high-altitude pseudo satellites.
Amprius Technologies matters in the Electrical Equipment sector through its silicon anode lithium-ion batteries that deliver higher energy density for aviation, EV, and LEV mobility applications, addressing key performance gaps in current battery tech.
Amprius shows -33.4% profit margin and -36.1% ROE amid heavy scaling costs, yet its 125.9% revenue growth reflects rapid commercialization traction in high-density battery markets.
AMPX's 125.9% revenue growth and silicon anode differentiation position it for margin expansion in aviation and EV segments by 2026 as production scales. A Tradestie Score of 61.5/100 combined with sector electrification tailwinds could drive re-rating if losses narrow from the current -33.4% profit margin. Investors targeting high-growth battery plays may see upside from market share gains in energy-dense applications.
BYRN
Byrna Technologies Inc is a designer, manufacturer, retailer, and distributor of technological solutions for security situations that do not require the use of lethal force. The company generates its revenue from the United States, South Africa, Europe, South America, Asia, and Canada.
Byrna Technologies contributes to the Electrical Equipment sector through its design and distribution of non-lethal security technologies, including electronic launch systems, with revenue generated across the US, South Africa, Europe, South America, Asia, and Canada.
The company reports a -3.4% profit margin and -6.3% ROE, reflecting ongoing losses, while revenue contracted 42.5%, indicating strained financial health and operational challenges.
BYRN's Tradestie Score of 61.3/100 points to moderate market positioning that could support recovery if non-lethal security demand rebounds in 2026. Global revenue diversification across six regions provides a base for growth once revenue stabilizes from the -42.5% decline. Investors may target the stock for potential margin expansion if cost controls improve the current -3.4% profit margin.
EOSE
Eos Energy Enterprises Inc designs develop, manufactures, and markets zinc-based energy storage solutions for utility-scale, microgrid, and commercial & industrial (C&I) applications. The solutions are used in the utility sector, the renewable energy sector, and the industrial sector. It's flagship product Eos Znyth is a stationary battery energy storage system.
Eos Energy Enterprises supplies zinc-based energy storage systems for utility-scale, microgrid, and C&I applications, positioning it as a key non-lithium player in the electrical equipment sector supporting renewable integration and grid stability.
Profit margin of -246.8% and ROE of -2816.1% reflect acute operational losses and capital depletion, while 351.4% revenue growth indicates aggressive market expansion still in a pre-profit phase.
EOSE's 351.4% revenue surge demonstrates accelerating demand for its zinc solutions amid utility and renewable sector needs, with a Tradestie Score of 57.7/100 signaling emerging viability. Cost and safety edges over lithium batteries could drive share gains as deployments scale through 2026. Path to breakeven hinges on volume leverage offsetting current cash burn in a high-growth storage market.
MVST
Microvast Holdings Inc is a technology innovator that designs, develops, and manufactures lithium-ion battery solutions. It is renowned for its cutting-edge cell technology and its vertical integration capabilities which extends from core battery chemistry to battery packs.
Microvast Holdings matters in the Electrical Equipment sector as a vertically integrated producer of lithium-ion batteries, controlling processes from cell chemistry through complete packs to serve commercial EV and energy storage applications.
Microvast reports a 14.0% profit margin and 11.4% ROE, demonstrating positive earnings conversion despite a 4.5% revenue decline, which points to effective cost controls within its manufacturing operations.
MVST offers a 2026 entry point for investors seeking exposure to battery technology, where its vertical integration could expand margins above 14.0% and lift ROE from 11.4% once revenue growth resumes. The company's cell innovations align with rising demand in electric commercial vehicles and grid storage, supported by a Tradestie Score of 57.0/100 that signals moderate upside potential as sector adoption accelerates.
Methodology
Stocks are ranked using the Tradestie Score, a proprietary 0-100 rating that combines fundamental quality (profitability, balance sheet strength), growth metrics (revenue and earnings growth), valuation (P/E, PEG ratio), and momentum factors. Scores are updated daily based on the latest market data. Learn more about our methodology.