Bloom Energy vs Vicor
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KIRAβs take AI analyst
I put Bloom Energy and Vicor side by side, using each oneβs latest annual report. Here is what stands out:
- Bloom Energy is the larger business, with $2.0B of revenue in fiscal 2025 against $453M for Vicor, about 4.5 times as much.
- Bloom Energy grew revenue faster (37.3%, against 26.1%).
- Vicor kept more of each dollar of sales as operating profit (18.1% operating margin, against 3.6%).
- Vicor turned more of its sales into free cash flow (26.3% FCF margin, against 2.8%).
- Investors pay more for each dollar of Bloom Energyβs earnings: a P/E of 124.3x against 58.7x for Vicor.
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
Bloom Energy
BE
2/8
Revenue growth5-year growth
Vicor
VICR
6/8
Gross marginOperating marginNet marginFCF marginReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | BE FY25 | VICR FY25 |
|---|---|---|
| Size | ||
| Market cap | $66.1B | $8.3B |
| Revenue | $2.0B | $453M |
| Free cash flow | $57.2M | $119M |
| Net income | β$87.1M | $119M |
| Growth | ||
| Revenue growth | 37.3% | 26.1% |
| 5-year growth | 20.6% | 8.8% |
| Share count change | 5.7% | 0.6% |
| Profitability | ||
| Gross margin | 29.0% | 57.3% |
| Operating margin | 3.6% | 18.1% |
| Net margin | β4.3% | 26.2% |
| FCF margin | 2.8% | 26.3% |
| Return on capital | 5.8% | β |
| Return on equity | β13.1% | 18.5% |
| Balance sheet | ||
| Net debt | $173M | β |
| Net debt / EBITDA | 1.4x | β |
| Dividends and buybacks | $0.9M | $35.2M |
| Valuation & quality | ||
| P/E | 124.3x | 58.7x |
| Piotroski F-score | 5 | β |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.