First Solar Inc (FSLR)vsSunrun Inc (RUN)
FSLR
First Solar Inc
$209.03
+0.90%
TECHNOLOGY · Cap: $22.92B
RUN
Sunrun Inc
$8.56
-0.81%
TECHNOLOGY · Cap: $2.22B
Smart Verdict
WallStSmart Research — data-driven comparison
First Solar Inc generates 55% more annual revenue ($5.38B vs $3.48B). FSLR leads profitability with a 32.5% profit margin vs 11.6%. FSLR appears more attractively valued with a PEG of 0.38. FSLR earns a higher WallStSmart Score of 72/100 (B).
FSLR
Strong Buy72
out of 100
Grade: B
RUN
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+18.2%
Fair Value
$248.36
Current Price
$209.03
$39.33 discount
Margin of Safety
+53.9%
Fair Value
$41.57
Current Price
$8.56
$33.01 discount
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
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 52.8% year-over-year
Areas to Watch
Revenue declined 3.7%
Negative free cash flow — burning cash
Operating margin of 4.0%
Expensive relative to growth rate
Earnings declined 60.7%
Negative free cash flow — burning cash
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 : RUN
The strongest argument for RUN centers on P/E Ratio, Price/Book, Revenue Growth. Revenue growth of 52.8% demonstrates continued momentum.
Bear Case : FSLR
The primary concerns for FSLR are Revenue Growth, Free Cash Flow.
Bear Case : RUN
The primary concerns for RUN are Operating Margin, PEG Ratio, EPS Growth. Debt-to-equity of 4.36 is elevated, increasing financial risk.
Key Dynamics to Monitor
FSLR profiles as a declining stock while RUN is a growth play — different risk/reward profiles.
RUN carries more volatility with a beta of 2.36 — expect wider price swings.
RUN is growing revenue faster at 52.8% — sustainability is the question.
RUN generates stronger free cash flow (-180M), providing more financial flexibility.
Bottom Line
FSLR scores higher overall (72/100 vs 57/100), backed by strong 32.5% margins. RUN offers better value entry with a 53.9% margin of safety. Both earn "Strong 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.
Sunrun Inc
TECHNOLOGY · SOLAR · USA
Sunrun Inc. is dedicated to the design, development, installation, sale, ownership and maintenance of residential solar energy systems in the United States. The company is headquartered in San Francisco, California.
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