MetaCap

SES AI (SES) vs Gentherm (THRM)

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

Summary

Gentherm (THRM) has outperformed SES AI (SES) over the past year, losing 14.1% versus a loss of 71.7%. Over five years, THRM leads with a -65.5% price change compared with -92.1% for SES. Gentherm is the larger company by market cap ($1.63 billion vs $290.5 million), about 5.6 times the size.

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

Relative performance

SES-71.66%THRM-14.12%
+37%-26%-88%
Oct 8, 20251 yearOct 8, 2026
SES-92.13%THRM-65.60%
+19%-42%-103%
Oct 4, 20215 yearsOct 5, 2026

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

Head-to-head

SES versus THRM key metrics
MetricSESTHRM
Share price$0.7823$29.93
Market cap$290.46M$1.63B
1-day change+7.86%-1.48%
YTD return-56.54%-17.71%
1-year return-71.66%-14.12%
5-year return-92.13%-65.51%
P/E ratio (TTM)—34.80
Forward P/E—9.23
EPS (TTM)$-0.20$0.86
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)—$1.50B
Revenue growth (YoY)—+2.92%
Net income (latest FY)—$18.29M
Gross margin—24.17%
Operating margin—5.52%
Net margin—1.22%
52-week high$3.73$48.35
52-week low$0.491$27.00
Distance from 52-week high-79.03%-38.10%
Analyst consensusnonebuy
Avg. price target upside+225.96%+60.37%
Average volume19.45M833.72K
Shares outstanding327.41M54.47M
Employees21514,000
SectorConsumer CyclicalConsumer Cyclical
IndustryAuto PartsAuto Parts

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

  • Gentherm is about 5.6 times larger than SES AI by market value ($1.63B vs $290.46M).
  • THRM has outperformed SES by 57.5 percentage points over the past year.

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.

Consumer Cyclical · Auto Parts · 215 employees

About Gentherm

THRM stock →

Gentherm Incorporated designs, develops, manufactures, and sells thermal management and pneumatic comfort technologies in the United States, China, Germany, Czech Republic, South Korea, Mexico, Slovakia, Romania, Japan, United Kingdom and internationally. It operates in two segments, Automotive and Medical.

Consumer Cyclical · Auto Parts · 14,000 employees

SES vs THRM FAQ

Which is bigger, SES AI or Gentherm?

Gentherm (THRM) is larger, with a market capitalization of $1.63B compared with $290.46M for SES AI (SES).

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

THRM returned -14.12% over the past 12 months, compared with -71.66% for SES (price return, excluding dividends). Past performance does not predict future results.

Are SES AI and Gentherm in the same industry?

Yes. Both are classified in the Auto Parts industry within the Consumer Cyclical sector.

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