First Solar Inc (FSLR)vsTOYO Co., Ltd Ordinary Shares (TOYO)
FSLR
First Solar Inc
$209.03
+0.90%
TECHNOLOGY · Cap: $22.92B
TOYO
TOYO Co., Ltd Ordinary Shares
$4.40
+0.46%
TECHNOLOGY · Cap: $187.11M
Smart Verdict
WallStSmart Research — data-driven comparison
First Solar Inc generates 879% more annual revenue ($5.38B vs $549.23M). FSLR leads profitability with a 32.5% profit margin vs 14.9%. TOYO trades at a lower P/E of 1.9x. FSLR earns a higher WallStSmart Score of 72/100 (B).
FSLR
Strong Buy72
out of 100
Grade: B
TOYO
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+18.2%
Fair Value
$248.36
Current Price
$209.03
$39.33 discount
Intrinsic value data unavailable for TOYO.
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
Every $100 of equity generates 30 in profit
Revenue surging 35.0% year-over-year
Earnings expanding 181.3% YoY
Areas to Watch
Revenue declined 3.7%
Negative free cash flow — burning cash
Distress zone — elevated risk
Smaller company, higher risk/reward
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 : TOYO
The strongest argument for TOYO centers on P/E Ratio, Price/Book, Return on Equity. Revenue growth of 35.0% demonstrates continued momentum.
Bear Case : FSLR
The primary concerns for FSLR are Revenue Growth, Free Cash Flow.
Bear Case : TOYO
The primary concerns for TOYO are Altman Z-Score, Market Cap.
Key Dynamics to Monitor
FSLR profiles as a declining stock while TOYO is a growth play — different risk/reward profiles.
FSLR carries more volatility with a beta of 1.73 — expect wider price swings.
TOYO is growing revenue faster at 35.0% — sustainability is the question.
TOYO generates stronger free cash flow (5M), providing more financial flexibility.
Bottom Line
FSLR scores higher overall (72/100 vs 71/100), backed by strong 32.5% margins. 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.
TOYO Co., Ltd Ordinary Shares
TECHNOLOGY · SOLAR · USA
Toyo Co., Ltd. engages in the manufacture and sale of cutting tools. The company is headquartered in Shiojiri, Japan.
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