First Solar Inc (FSLR)vsSolarEdge Technologies Inc (SEDG)
FSLR
First Solar Inc
$192.82
-3.42%
TECHNOLOGY · Cap: $21.41B
SEDG
SolarEdge Technologies Inc
$51.73
+13.29%
TECHNOLOGY · Cap: $2.59B
Smart Verdict
WallStSmart Research — data-driven comparison
First Solar Inc generates 341% more annual revenue ($5.22B vs $1.18B). FSLR leads profitability with a 29.3% profit margin vs -34.2%. FSLR appears more attractively valued with a PEG of 0.50. FSLR earns a higher WallStSmart Score of 80/100 (B+).
FSLR
Strong Buy80
out of 100
Grade: B+
SEDG
Hold45
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.7%
Fair Value
$664.56
Current Price
$192.82
$471.74 discount
Intrinsic value data unavailable for SEDG.
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
Revenue surging 70.9% year-over-year
Earnings expanding 660.0% YoY
Areas to Watch
No major concerns identified
Expensive relative to growth rate
ROE of -74.7% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
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 : SEDG
The strongest argument for SEDG centers on Revenue Growth, EPS Growth. Revenue growth of 70.9% demonstrates continued momentum.
Bear Case : FSLR
No major red flags identified for FSLR, but monitor valuation.
Bear Case : SEDG
The primary concerns for SEDG are PEG Ratio, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
FSLR profiles as a mature stock while SEDG is a hypergrowth play — different risk/reward profiles.
FSLR carries more volatility with a beta of 1.65 — expect wider price swings.
SEDG is growing revenue faster at 70.9% — sustainability is the question.
FSLR generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
FSLR scores higher overall (80/100 vs 45/100), backed by strong 29.3% margins and 11.1% revenue growth. Both earn "Strong 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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