Title basically sums it up. I have been following $STEM for almost a year now alongside a close rival $FLNC. Both stocks have are within the same industry with similar traits. Stem Inc pushes for software/high margins/domestic focus while on the other hand Fluence Energy is pushing for hardware/lower margins/international growth.
Over the last few months $FLNC has rocketed after earnings while $STEM has been stagnant. Both have their pros and cons but it got me thinking…
…what really sets them apart is their route to market.
$STEM chose to come through the SP4C route which was the craze back in 2020. The latter chose to go for the popular and more normal IPO route. Does Wallstreet disapprove of the newer route to market? It makes me wonder as there have been no success SP4C stories over the last 3 years.
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