First Solar Inc (FSLR)vsSolarEdge Technologies Inc (SEDG)
FSLR
First Solar Inc
$314.95
+2.32%
TECHNOLOGY · Cap: $28.72B
SEDG
SolarEdge Technologies Inc
$63.17
-13.63%
TECHNOLOGY · Cap: $4.35B
Smart Verdict
WallStSmart Research — data-driven comparison
First Solar Inc generates 325% more annual revenue ($5.42B vs $1.28B). FSLR leads profitability with a 30.7% profit margin vs -28.6%. 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-
SEDG
Hold45
out of 100
Grade: D
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 SEDG.
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
Revenue surging 41.5% year-over-year
Earnings expanding 660.0% YoY
Areas to Watch
Negative free cash flow — burning cash
Trading at 8.9x book value
Expensive relative to growth rate
ROE of -88.7% — below average capital efficiency
Distress zone — elevated risk
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 : SEDG
The strongest argument for SEDG centers on Revenue Growth, EPS Growth. Revenue growth of 41.5% demonstrates continued momentum.
Bear Case : FSLR
The primary concerns for FSLR are Free Cash Flow.
Bear Case : SEDG
The primary concerns for SEDG are Price/Book, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
FSLR profiles as a growth stock while SEDG is a hypergrowth play — different risk/reward profiles.
FSLR carries more volatility with a beta of 1.69 — expect wider price swings.
SEDG is growing revenue faster at 41.5% — sustainability is the question.
SEDG generates stronger free cash flow (21M), providing more financial flexibility.
Bottom Line
FSLR scores higher overall (82/100 vs 45/100), backed by strong 30.7% margins and 23.6% revenue growth. Both earn "Exceptional Buy" and "Hold" 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.
SolarEdge Technologies Inc
TECHNOLOGY · SOLAR · USA
SolarEdge Technologies, Inc. designs, develops and sells optimized direct current (DC) inverter systems for solar photovoltaic (PV) installations worldwide. The company is headquartered in Herzliya, Israel.
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