First Solar Inc (FSLR)vsPalo Alto Networks Inc (PANW)
FSLR
First Solar Inc
$190.29
+2.40%
TECHNOLOGY · Cap: $20.42B
PANW
Palo Alto Networks Inc
$147.02
-5.97%
TECHNOLOGY · Cap: $119.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 90% more annual revenue ($9.89B vs $5.22B). FSLR leads profitability with a 29.3% profit margin vs 13.0%. FSLR appears more attractively valued with a PEG of 0.49. FSLR earns a higher WallStSmart Score of 82/100 (A-).
FSLR
Exceptional Buy82
out of 100
Grade: A-
PANW
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.8%
Fair Value
$665.03
Current Price
$190.29
$474.74 discount
Margin of Safety
-75.5%
Fair Value
$83.77
Current Price
$147.02
$63.25 premium
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
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
No major concerns identified
Trading at 11.0x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : PANW
The strongest argument for PANW centers on EPS Growth, Debt/Equity, Market Cap. Revenue growth of 14.9% demonstrates continued momentum.
Bear Case : FSLR
No major red flags identified for FSLR, but monitor valuation.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 82.1x leaves little room for execution misses.
Key Dynamics to Monitor
FSLR profiles as a mature stock while PANW is a value play — different risk/reward profiles.
FSLR carries more volatility with a beta of 1.65 — expect wider price swings.
PANW is growing revenue faster at 14.9% — 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 58/100), backed by strong 29.3% margins and 11.1% revenue growth. Both earn "Exceptional Buy" and "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.
Palo Alto Networks Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palo Alto Networks, Inc. provides cybersecurity platform solutions globally. The company is headquartered in Santa Clara, California.
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