First Solar Inc (FSLR)vsOracle Corporation (ORCL)
FSLR
First Solar Inc
$176.89
+0.33%
TECHNOLOGY · Cap: $18.55B
ORCL
Oracle Corporation
$139.56
-3.45%
TECHNOLOGY · Cap: $388.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 1235% more annual revenue ($71.78B vs $5.38B). FSLR leads profitability with a 32.5% profit margin vs 26.4%. FSLR appears more attractively valued with a PEG of 0.36. ORCL earns a higher WallStSmart Score of 78/100 (B+).
FSLR
Strong Buy77
out of 100
Grade: B+
ORCL
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+30.4%
Fair Value
$247.09
Current Price
$176.89
$70.20 discount
Margin of Safety
-17.9%
Fair Value
$106.97
Current Price
$139.56
$32.59 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 42.6%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Mega-cap, among the largest globally
Strong operational efficiency at 35.6%
Earnings expanding 54.5% YoY
Every $100 of equity generates 28 in profit
Keeps 26 of every $100 in revenue as profit
Growing faster than its price suggests
Areas to Watch
Revenue declined 3.7%
Negative free cash flow — burning cash
Weak financial health signals
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : FSLR
The strongest argument for FSLR centers on PEG Ratio, P/E Ratio, Profit Margin. Profitability is solid with margins at 32.5% and operating margin at 42.6%. PEG of 0.36 suggests the stock is reasonably priced for its growth.
Bull Case : ORCL
The strongest argument for ORCL centers on Market Cap, Operating Margin, EPS Growth. Profitability is solid with margins at 26.4% and operating margin at 35.6%. Revenue growth of 29.6% demonstrates continued momentum.
Bear Case : FSLR
The primary concerns for FSLR are Revenue Growth, Free Cash Flow.
Bear Case : ORCL
The primary concerns for ORCL are Piotroski F-Score, Free Cash Flow, Altman Z-Score. Debt-to-equity of 2.34 is elevated, increasing financial risk.
Key Dynamics to Monitor
FSLR profiles as a declining stock while ORCL is a growth play — different risk/reward profiles.
FSLR carries more volatility with a beta of 1.79 — expect wider price swings.
ORCL is growing revenue faster at 29.6% — sustainability is the question.
FSLR generates stronger free cash flow (-306M), providing more financial flexibility.
Bottom Line
ORCL scores higher overall (78/100 vs 77/100), backed by strong 26.4% margins and 29.6% revenue growth. FSLR offers better value entry with a 30.4% margin of safety. Both earn "Strong Buy" and "Strong Buy" 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.
Oracle Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Oracle is an American multinational computer technology corporation headquartered in Austin, Texas. The company was formerly headquartered in Redwood Shores, California until December 2020 when it moved its headquarters to Texas. The company sells database software and technology, cloud engineered systems, and enterprise software products, particularly its own brands of database management systems.
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