Array Technologies Inc (ARRY)vsFirst Solar Inc (FSLR)
ARRY
Array Technologies Inc
$8.09
-11.00%
TECHNOLOGY · Cap: $1.40B
FSLR
First Solar Inc
$314.95
-1.42%
TECHNOLOGY · Cap: $28.72B
Smart Verdict
WallStSmart Research — data-driven comparison
First Solar Inc generates 350% more annual revenue ($5.42B vs $1.21B). FSLR leads profitability with a 30.7% profit margin vs -5.6%. FSLR appears more attractively valued with a PEG of 0.70. FSLR earns a higher WallStSmart Score of 82/100 (A-).
ARRY
Hold43
out of 100
Grade: D
FSLR
Exceptional Buy82
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.7%
Fair Value
$10.81
Current Price
$8.09
$2.72 premium
Margin of Safety
-6.2%
Fair Value
$251.74
Current Price
$314.95
$63.21 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 137.1% YoY
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 33.1%
Earnings expanding 65.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
Smaller company, higher risk/reward
Operating margin of 2.0%
ROE of -25.0% — below average capital efficiency
Revenue declined 26.1%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : ARRY
The strongest argument for ARRY centers on EPS Growth. PEG of 1.05 suggests the stock is reasonably priced for its growth.
Bull Case : FSLR
The strongest argument for FSLR centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 30.7% and operating margin at 33.1%. Revenue growth of 23.6% demonstrates continued momentum.
Bear Case : ARRY
The primary concerns for ARRY are Market Cap, Operating Margin, Return on Equity. Debt-to-equity of 2.85 is elevated, increasing financial risk.
Bear Case : FSLR
The primary concerns for FSLR are Free Cash Flow.
Key Dynamics to Monitor
ARRY profiles as a turnaround stock while FSLR is a growth play — different risk/reward profiles.
ARRY carries more volatility with a beta of 1.76 — expect wider price swings.
FSLR is growing revenue faster at 23.6% — sustainability is the question.
ARRY generates stronger free cash flow (-37M), providing more financial flexibility.
Bottom Line
FSLR scores higher overall (82/100 vs 43/100), backed by strong 30.7% margins and 23.6% revenue growth. Both earn "Exceptional Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Array Technologies Inc
TECHNOLOGY · SOLAR · USA
Array Technologies, Inc. manufactures and supplies solar tracking systems and related products for customers in the United States and internationally. The company is headquartered in Albuquerque, New Mexico.
First Solar Inc
TECHNOLOGY · SOLAR · USA
First Solar, Inc. offers solar photovoltaic (PV) solutions in the United States, Japan, France, Canada, India, Australia, and internationally. The company is headquartered in Tempe, Arizona.
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