MetaCap

Energy Recovery (ERII) vs SES AI (SES)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.

Summary

Energy Recovery (ERII) has outperformed SES AI (SES) over the past year, losing 55.7% versus a loss of 71.7%. Over five years, ERII leads with a -65.7% price change compared with -92.1% for SES. Energy Recovery is the larger company by market cap ($348.9 million vs $279.9 million), about 1.2 times the size.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

ERII-55.70%SES-71.66%
+34%-27%-87%
Oct 8, 20251 yearOct 8, 2026
ERII-64.72%SES-92.13%
+62%-21%-105%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

ERII versus SES key metrics
MetricERIISES
Share price$6.84$0.7539
Market cap$348.89M$279.91M
1-day change-0.07%-3.63%
YTD return-49.30%-56.54%
1-year return-55.70%-71.66%
5-year return-65.70%-92.13%
P/E ratio (TTM)26.29—
Forward P/E20.40—
EPS (TTM)$0.26$-0.20
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
52-week high$18.32$3.73
52-week low$6.60$0.491
Distance from 52-week high-62.69%-79.79%
Analyst consensusnonenone
Avg. price target upside+17.04%+238.24%
Average volume945.48K19.45M
Shares outstanding51.04M327.41M
Employees230215
SectorTechnologyMiscellaneous
IndustryIndustrial Machinery/ComponentsIndustrial Machinery/Components

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • ERII has outperformed SES by 16.0 percentage points over the past year.
  • The two companies sit in different sectors: Energy Recovery in Technology and SES AI in Miscellaneous.

About Energy Recovery

ERII stock →

Energy Recovery, Inc., together with its subsidiaries, designs, manufactures, and sells energy efficiency technology solutions in the United States, North, South and Latin America, the Middle East, Northern Africa, Asia, and Europe. It operates through Water and Emerging Technologies segments.

Technology · Industrial Machinery/Components · 230 employees

About SES AI

SES stock →

SES AI Corporation develops and produces AI enhanced lithium metal and lithium-ion rechargeable battery technologies for electric vehicles, urban air mobility, drones, robotics, battery energy storage systems, and other applications. It manufactures and sells residential and commercial ESS systems, li-ion, li metal battery cells and battery materials, such as electrolytes for automotive original equipment manufacturers and others.

Miscellaneous · Industrial Machinery/Components · 215 employees

ERII vs SES FAQ

Which is bigger, Energy Recovery or SES AI?

Energy Recovery (ERII) is larger, with a market capitalization of $348.89M compared with $279.91M for SES AI (SES).

Which stock has performed better over the past year, ERII or SES?

ERII returned -55.70% over the past 12 months, compared with -71.66% for SES (price return, excluding dividends). Past performance does not predict future results.

Are Energy Recovery and SES AI in the same industry?

Yes. Both are classified in the Industrial Machinery/Components industry within the Technology sector.

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