First Solar Inc (FSLR)vsFTC Solar Inc (FTCI)
FSLR
First Solar Inc
$209.03
+0.90%
TECHNOLOGY · Cap: $22.92B
FTCI
FTC Solar Inc
$2.30
-0.43%
TECHNOLOGY · Cap: $38.00M
Smart Verdict
WallStSmart Research — data-driven comparison
First Solar Inc generates 5156% more annual revenue ($5.38B vs $102.31M). FSLR leads profitability with a 32.5% profit margin vs -53.6%. FSLR earns a higher WallStSmart Score of 72/100 (B).
FSLR
Strong Buy72
out of 100
Grade: B
FTCI
Avoid31
out of 100
Grade: F
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 FTCI.
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
Revenue surging 30.8% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Revenue declined 3.7%
Negative free cash flow — burning cash
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -956.0% — below average capital efficiency
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 : FTCI
The strongest argument for FTCI centers on Revenue Growth, Debt/Equity. Revenue growth of 30.8% demonstrates continued momentum.
Bear Case : FSLR
The primary concerns for FSLR are Revenue Growth, Free Cash Flow.
Bear Case : FTCI
The primary concerns for FTCI are EPS Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
FSLR profiles as a declining stock while FTCI is a hypergrowth play — different risk/reward profiles.
FTCI carries more volatility with a beta of 1.87 — expect wider price swings.
FTCI is growing revenue faster at 30.8% — sustainability is the question.
FTCI generates stronger free cash flow (8M), providing more financial flexibility.
Bottom Line
FSLR scores higher overall (72/100 vs 31/100), backed by strong 32.5% margins. Both earn "Strong Buy" and "Avoid" 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.
FTC Solar Inc
TECHNOLOGY · SOLAR · USA
FTC Solar, Inc. provides solar tracking systems and software and engineering services in the United States and internationally. The company is headquartered in Austin, Texas.
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