First Solar Inc (FSLR)vsJinkoSolar Holding Company Limited (JKS)
FSLR
First Solar Inc
$243.63
+4.68%
TECHNOLOGY · Cap: $22.68B
JKS
JinkoSolar Holding Company Limited
$15.98
+1.52%
TECHNOLOGY · Cap: $792.88M
Smart Verdict
WallStSmart Research — data-driven comparison
JinkoSolar Holding Company Limited generates 1088% more annual revenue ($63.90B vs $5.38B). FSLR leads profitability with a 32.5% profit margin vs -5.6%. JKS appears more attractively valued with a PEG of 0.14. FSLR earns a higher WallStSmart Score of 72/100 (B).
FSLR
Strong Buy72
out of 100
Grade: B
JKS
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+15.3%
Fair Value
$249.10
Current Price
$243.63
$5.47 discount
Margin of Safety
+74.1%
Fair Value
$107.81
Current Price
$15.98
$91.83 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Growing faster than its price suggests
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Revenue declined 3.7%
Negative free cash flow — burning cash
Smaller company, higher risk/reward
Weak financial health signals
ROE of -17.7% — below average capital efficiency
Revenue declined 11.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : FSLR
The strongest argument for FSLR centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 32.5% and operating margin at 42.6%. PEG of 0.55 suggests the stock is reasonably priced for its growth.
Bull Case : JKS
The strongest argument for JKS centers on PEG Ratio, Price/Book. PEG of 0.14 suggests the stock is reasonably priced for its growth.
Bear Case : FSLR
The primary concerns for FSLR are Revenue Growth, Free Cash Flow.
Bear Case : JKS
The primary concerns for JKS are Market Cap, Piotroski F-Score, Return on Equity. Debt-to-equity of 3.35 is elevated, increasing financial risk.
Key Dynamics to Monitor
FSLR profiles as a declining stock while JKS is a turnaround play — different risk/reward profiles.
FSLR carries more volatility with a beta of 1.73 — expect wider price swings.
FSLR is growing revenue faster at -3.7% — sustainability is the question.
Monitor SOLAR industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FSLR scores higher overall (72/100 vs 43/100), backed by strong 32.5% margins. JKS offers better value entry with a 74.1% margin of safety. 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.
JinkoSolar Holding Company Limited
TECHNOLOGY · SOLAR · China
JinkoSolar Holding Co., Ltd. is engaged in the design, development, production and marketing of photovoltaic products. The company is headquartered in Shangrao, the People's Republic of China.
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