First Solar Inc (FSLR)vsOracle Corporation (ORCL)
FSLR
First Solar Inc
$314.95
-1.42%
TECHNOLOGY · Cap: $28.72B
ORCL
Oracle Corporation
$213.68
+0.02%
TECHNOLOGY · Cap: $703.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 1082% more annual revenue ($64.08B vs $5.42B). FSLR leads profitability with a 30.7% profit margin vs 25.3%. FSLR appears more attractively valued with a PEG of 0.70. FSLR earns a higher WallStSmart Score of 82/100 (A-).
FSLR
Exceptional Buy82
out of 100
Grade: A-
ORCL
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.2%
Fair Value
$251.74
Current Price
$314.95
$63.21 premium
Intrinsic value data unavailable for ORCL.
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
Mega-cap, among the largest globally
Every $100 of equity generates 42 in profit
Strong operational efficiency at 32.7%
Keeps 25 of every $100 in revenue as profit
Revenue surging 21.7% year-over-year
Earnings expanding 24.5% YoY
Areas to Watch
Negative free cash flow — burning cash
Expensive relative to growth rate
Trading at 18.3x book value
Weak financial health signals
Premium valuation, high expectations priced in
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 : ORCL
The strongest argument for ORCL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 25.3% and operating margin at 32.7%. Revenue growth of 21.7% demonstrates continued momentum.
Bear Case : FSLR
The primary concerns for FSLR are Free Cash Flow.
Bear Case : ORCL
The primary concerns for ORCL are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 44.0x leaves little room for execution misses. Debt-to-equity of 4.21 is elevated, increasing financial risk.
Key Dynamics to Monitor
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.
FSLR generates stronger free cash flow (-333M), providing more financial flexibility.
Monitor SOLAR industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FSLR scores higher overall (82/100 vs 69/100), backed by strong 30.7% margins and 23.6% revenue growth. Both earn "Exceptional 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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