#FaceOff #Disruption #2BestStocks #Enphase #Hims $HIMS $ENPH
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0:00 Introduction
01:47 Patreon Poll Voted 1,056 Votes
02:29 Face Off Playlist - adding our 11th Today
02:47 High Level Comparison
03:25 What HIMS Does
04:25 Solar Market Growing
04:46 What Enphase Does
05:18 Enphase Guarantee - 25 Yrs Free Electricity!!!!
05:48 Solar Market Growing
06:10 IA Math Engine Time
06:18 Hims Growth and Earnings thru 2026
06:43 Enphase Growth and Earnings thru 2026
06:59 HIMS EPS Dec 2025 Range
07:22 Enphase EPS 2026 Range
07:49 TAM (Total Addressable Market) Time
08:53 GF Valuation Chart
09:17 Hims Financials
09:59 Enphase Financials
10:25 Hims vs Enphase SBC
10:59 Hims Heavy on SBC ie pocket lining
11:10 Hims Stock Dilution Insane! 100% per yr
11:49 Enphase Stock Dilution 8.6% Per Year
12:18 Enphase Stock Buy Back
12:45 Hims Sankey
13:24 Enphase Sankey
13:39 Want a Recap? [ Ссылка ]
13:52 Conclusion
13:57 Market Info - Enphase Wins Rev/MC and PE
14:33 30K Foot Ratios - Enphase wins 71%
15:24 PEG Time
15:48 PEG Refresher
16:00 Analyst Upside
16:51 IA Targets 2025
17:21 Detailed Ratios
18:17 Historic Performance Since 2020
18:48 Hims TA Since 2020
19:21 Enphase TA Since 2020
20:10 Top 5 Risks
22:32 Face Off Comparison
23:43 Winner

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