First Solar Inc (FSLR)vsTOYO Co., Ltd Ordinary Shares (TOYO)
FSLR
First Solar Inc
$314.95
+2.32%
TECHNOLOGY · Cap: $28.72B
TOYO
TOYO Co., Ltd Ordinary Shares
$15.76
-7.24%
TECHNOLOGY · Cap: $593.76M
Smart Verdict
WallStSmart Research — data-driven comparison
First Solar Inc generates 945% more annual revenue ($5.42B vs $518.61M). FSLR leads profitability with a 30.7% profit margin vs 13.8%. TOYO trades at a lower P/E of 8.1x. FSLR earns a higher WallStSmart Score of 82/100 (A-).
FSLR
Exceptional Buy82
out of 100
Grade: A-
TOYO
Buy64
out of 100
Grade: C+
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 TOYO.
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
Attractively priced relative to earnings
Every $100 of equity generates 30 in profit
Revenue surging 177.0% year-over-year
Earnings expanding 69.8% YoY
Strong operational efficiency at 25.4%
Areas to Watch
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 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 : TOYO
The strongest argument for TOYO centers on P/E Ratio, Return on Equity, Revenue Growth. Revenue growth of 177.0% demonstrates continued momentum.
Bear Case : FSLR
The primary concerns for FSLR are Free Cash Flow.
Bear Case : TOYO
The primary concerns for TOYO are Altman Z-Score, Market Cap.
Key Dynamics to Monitor
FSLR carries more volatility with a beta of 1.69 — expect wider price swings.
TOYO is growing revenue faster at 177.0% — sustainability is the question.
TOYO generates stronger free cash flow (29M), providing more financial flexibility.
Monitor SOLAR industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FSLR scores higher overall (82/100 vs 64/100), backed by strong 30.7% margins and 23.6% revenue growth. Both earn "Exceptional 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.
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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