First Solar Inc (FSLR)vsFTC Solar Inc (FTCI)
FSLR
First Solar Inc
$193.51
+0.34%
TECHNOLOGY · Cap: $20.69B
FTCI
FTC Solar Inc
$5.05
+9.07%
TECHNOLOGY · Cap: $71.01M
Smart Verdict
WallStSmart Research — data-driven comparison
First Solar Inc generates 5136% more annual revenue ($5.22B vs $99.69M). FSLR leads profitability with a 29.3% profit margin vs -77.2%. FSLR earns a higher WallStSmart Score of 82/100 (A-).
FSLR
Exceptional Buy82
out of 100
Grade: A-
FTCI
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.8%
Fair Value
$665.03
Current Price
$193.51
$471.52 discount
Intrinsic value data unavailable for FTCI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Strong operational efficiency at 32.6%
Keeps 29 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 32.3% YoY
Revenue surging 148.9% year-over-year
Areas to Watch
No major concerns identified
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -6.5% — below average capital efficiency
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : FSLR
The strongest argument for FSLR centers on PEG Ratio, Operating Margin, Profit Margin. Profitability is solid with margins at 29.3% and operating margin at 32.6%. Revenue growth of 11.1% demonstrates continued momentum.
Bull Case : FTCI
The strongest argument for FTCI centers on Revenue Growth. Revenue growth of 148.9% demonstrates continued momentum.
Bear Case : FSLR
No major red flags identified for FSLR, but monitor valuation.
Bear Case : FTCI
The primary concerns for FTCI are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
FSLR profiles as a mature stock while FTCI is a hypergrowth play — different risk/reward profiles.
FSLR carries more volatility with a beta of 1.65 — expect wider price swings.
FTCI is growing revenue faster at 148.9% — sustainability is the question.
FSLR generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
FSLR scores higher overall (82/100 vs 31/100), backed by strong 29.3% margins and 11.1% revenue growth. Both earn "Exceptional Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
FTC Solar Inc
TECHNOLOGY · SOLAR · USA
FTC Solar, Inc. provides solar tracking systems and software and engineering services in the United States and internationally. The company is headquartered in Austin, Texas.
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