Shoals Technologies Group, Inc. (SHLS) Stock

Shoals Technologies Group, Inc. (SHLS) is a Technology stock trading at $7.38 (as of 2026-08-20), with a market capitalization of $1.25B and a trailing P/E of 53.5. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Shoals Technologies Group manufactures electrical balance-of-system components and related systems used in solar energy projects, including items such as cable assemblies, fuses, combiners, disconnects, junction boxes, and monitoring and benchmarking devices. It also provides EV charging solutions for public and fleet stations, selling to companies involved in engineering, procurement, and construction and installation.

Understand Shoals Technologies Group, Inc.: how it makes money

Shoals Technologies Group provides electrical balance of system (EBOS) components and system solutions for US solar energy projects, and it also sells EV charging solutions, making money by supplying these products and systems to engineering, procurement, and construction firms and developers involved in building projects.

Shoals' profit engine is order to delivery conversion, where project demand shows up first in book to bill, awarded orders, and new orders, and then turns into revenue as projects are delivered, with timing of pushes and delays directly affecting how revenue is recognized.

Revenue by segment (latest quarter)
System Solutions$0.1B

Business quality (Mixed): Order momentum and system solutions revenue appear supported by a book to bill ratio above 1, but project timing and pushes into later periods are a clear swing factor for results.

Valuation: At 45× earnings, SHLS trades 12% below the Semiconductors average (51×). Note: one-time items can distort reported P/E.

Bull case

  • Demand momentum: Book to Bill Ratio is 1.4, indicating more orders relative to revenue during the period.
  • Healthy profitability on reported numbers: Gross margin is 29.2% and operating margin is 5.5% for the latest period provided.

Bear case

  • Project delays can shift revenue: Projects Pushed Out by at Least One Month is 37.0%, and Worth of Projects Pushed to the Right (Into 2025) is 0.05B, which can defer deliveries and revenue.
  • Backlog quality matters as projects move out: Projects Pushed from 2024 into 2025 is 20.0%, so quarter to quarter outcomes may depend on when pushed work is converted into revenue.
Valuation — source: SEC EDGAR (first-party)
Price$7.38
Market Cap$1.25B
P/E Ratio53.5
EV / EBITDA18.9
Price / Book2.03
Price / Sales2.16
FCF Yield-12.1%
DCF Value (model)$1.63
DCF Upside vs Price-77.9%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$475.33M
Net Margin7.1%
Revenue Growth (YoY)19.1%
EPS Growth (YoY)42.9%
FCF Growth (YoY)-122.2%
Financial Health — source: SEC EDGAR
Altman Z-Score3.56 (safe)
Valuation vs Sector & Industry
Stock P/E53.5
Sector P/E (Technology)33.9
Industry P/E (Electronic Equipment)39.4
vs Sector57.8%
vs Industry35.9%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($130.59M)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorTechnology
IndustryElectronic Equipment
CEOBrandon Moss
Employees1,290
CountryUS
IPO Date2021-01-28

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SHLS earnings history · SHLS institutional & insider holders · SHLS KPIs & operating metrics · SHLS financials · SHLS investor presentations & press releases · SHLS SEC filings · SHLS peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.