First Solar Inc (FSLR)vsJinkoSolar Holding Company Limited (JKS)
FSLR
First Solar Inc
$314.95
+1.14%
TECHNOLOGY · Cap: $28.72B
JKS
JinkoSolar Holding Company Limited
$20.06
-8.94%
TECHNOLOGY · Cap: $1.03B
Smart Verdict
WallStSmart Research — data-driven comparison
JinkoSolar Holding Company Limited generates 1079% more annual revenue ($63.90B vs $5.42B). FSLR leads profitability with a 30.7% profit margin vs -5.6%. JKS appears more attractively valued with a PEG of 0.14. FSLR earns a higher WallStSmart Score of 82/100 (A-).
FSLR
Exceptional Buy82
out of 100
Grade: A-
JKS
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.2%
Fair Value
$251.74
Current Price
$314.95
$63.21 premium
Margin of Safety
+74.5%
Fair Value
$109.46
Current Price
$20.06
$89.40 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Negative free cash flow — burning cash
Smaller company, higher risk/reward
Weak financial health signals
ROE of -22.4% — below average capital efficiency
Revenue declined 11.5%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : JKS
The strongest argument for JKS centers on PEG Ratio, Price/Book. PEG of 0.14 suggests the stock is reasonably priced for its growth.
Bear Case : FSLR
The primary concerns for FSLR are Free Cash Flow.
Bear Case : JKS
The primary concerns for JKS are Market Cap, Piotroski F-Score, Return on Equity. Debt-to-equity of 3.35 is elevated, increasing financial risk.
Key Dynamics to Monitor
FSLR profiles as a growth stock while JKS is a turnaround play — different risk/reward profiles.
FSLR carries more volatility with a beta of 1.69 — expect wider price swings.
FSLR is growing revenue faster at 23.6% — sustainability is the question.
Monitor SOLAR industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FSLR scores higher overall (82/100 vs 43/100), backed by strong 30.7% margins and 23.6% revenue growth. JKS offers better value entry with a 74.5% margin of safety. 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.
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.
JinkoSolar Holding Company Limited
TECHNOLOGY · SOLAR · China
JinkoSolar Holding Co., Ltd. is engaged in the design, development, production and marketing of photovoltaic products. The company is headquartered in Shangrao, the People's Republic of China.
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