Any opinions on Stem?
They have over 300% annualized revenue growth and have improved their margins + their Athena software is high-margin and uses artificial intelligence to scale microgrids & efficiently distributes power in energy storage projects to improve ROI.
So far Athena has been sticky and I see it allowing Stem to combine the high margins of Athena with the fast growth of green energy to become a massive money printer
Penske Truck Rentals seems to have seen success with them as well
I think they are super undervalued and hardly get much retail buzz despite being in a great position.
They also have tons of cash on their balance sheet from going public during the height of the SPAC bubble (they have now fallen down to a reasonable valuation)
Their price/sales ratio does not take Athena's margins into consideration in my view. They should be way higher.
Submitted October 22, 2021 at 10:43AM by bruhmomentsdeepfried https://ift.tt/3Gaj1cr
