First Solar Inc (FSLR)vsPalantir Technologies Inc. (PLTR)
FSLR
First Solar Inc
$207.04
-0.95%
TECHNOLOGY · Cap: $22.92B
PLTR
Palantir Technologies Inc.
$167.23
+3.64%
TECHNOLOGY · Cap: $401.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Palantir Technologies Inc. generates 14% more annual revenue ($6.16B vs $5.38B). PLTR leads profitability with a 49.0% profit margin vs 32.5%. FSLR appears more attractively valued with a PEG of 0.38. PLTR earns a higher WallStSmart Score of 75/100 (B).
FSLR
Strong Buy72
out of 100
Grade: B
PLTR
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+18.2%
Fair Value
$248.36
Current Price
$207.04
$41.32 discount
Margin of Safety
-83.0%
Fair Value
$91.40
Current Price
$167.23
$75.83 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
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
Attractively priced relative to earnings
Mega-cap, among the largest globally
Every $100 of equity generates 31 in profit
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 47.1%
Revenue surging 92.8% year-over-year
Earnings expanding 215.4% YoY
Areas to Watch
Revenue declined 3.7%
Negative free cash flow — burning cash
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 41.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : FSLR
The strongest argument for FSLR centers on PEG Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 32.5% and operating margin at 42.6%. PEG of 0.38 suggests the stock is reasonably priced for its growth.
Bull Case : PLTR
The strongest argument for PLTR centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 49.0% and operating margin at 47.1%. Revenue growth of 92.8% demonstrates continued momentum.
Bear Case : FSLR
The primary concerns for FSLR are Revenue Growth, Free Cash Flow.
Bear Case : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 141.7x leaves little room for execution misses.
Key Dynamics to Monitor
FSLR profiles as a declining stock while PLTR is a growth play — different risk/reward profiles.
FSLR carries more volatility with a beta of 1.73 — expect wider price swings.
PLTR is growing revenue faster at 92.8% — sustainability is the question.
PLTR generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
PLTR scores higher overall (75/100 vs 72/100), backed by strong 49.0% margins and 92.8% revenue growth. FSLR offers better value entry with a 18.2% 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.
Palantir Technologies Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palantir Technologies Inc. creates and implements software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations. The company is headquartered in Denver, Colorado.
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