SES vs SLDP
SES: SES AI combines an agentic AI platform for materials discovery with advanced battery hardware to serve the growing energy storage and unmanned aerial systems markets. SLDP: Solid Power develops proprietary sulfide-based solid-state electrolyte materials and battery cell designs intended to replace traditional liquid electrolytes in high-performance electric vehicle batteries.
Side-by-side fundamentals
| Metric | SES | SLDP | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $0.7823 | $2.42 | |
| Market cap | $286M | $552M | |
| Net margin FY2025, SEC XBRL | -347.8% | -429.5% | SES higher |
| Gross margin FY2025, SEC XBRL | +53.8% | n/a | |
| Operating margin FY2025, SEC XBRL | -393.4% | -463.7% | SES higher |
| ROE FY2025, SEC XBRL | -34.0% | -22.5% | SLDP higher |
| ROA FY2025, SEC XBRL | -26.8% | -20.5% | SLDP higher |
| Debt / equity as of 2026-09-02 | 0.00 | 0.00 | SLDP lower |
| Revenue growth (YoY) as of 2026-09-02 | +15.8% | -6.9% | SES higher |
| Revenue CAGR (3y) SEC XBRL | n/a | +22.6% | |
| Dividend streak (yrs) SEC XBRL | 0 | 0 | Tie |
| Beta as of 2026-09-02 | 2.13 | 1.67 | |
| 1-year return as of 2026-10-08 close | -71.7% | -61.2% | SLDP higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.