First Solar Inc (FSLR)vsJinkoSolar Holding Company Limited (JKS)
FSLR
First Solar Inc
$192.82
-3.42%
TECHNOLOGY · Cap: $21.41B
JKS
JinkoSolar Holding Company Limited
$23.42
-1.31%
TECHNOLOGY · Cap: $1.36B
Smart Verdict
WallStSmart Research — data-driven comparison
JinkoSolar Holding Company Limited generates 1491% more annual revenue ($83.06B vs $5.22B). FSLR leads profitability with a 29.3% profit margin vs -2.3%. JKS appears more attractively valued with a PEG of 0.26. FSLR earns a higher WallStSmart Score of 80/100 (B+).
FSLR
Strong Buy80
out of 100
Grade: B+
JKS
Hold40
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 JKS.
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
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
No major concerns identified
Smaller company, higher risk/reward
Weak financial health signals
ROE of -9.1% — below average capital efficiency
Revenue declined 39.9%
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 : JKS
The strongest argument for JKS centers on PEG Ratio, Price/Book. PEG of 0.26 suggests the stock is reasonably priced for its growth.
Bear Case : FSLR
No major red flags identified for FSLR, but monitor valuation.
Bear Case : JKS
The primary concerns for JKS are Market Cap, Piotroski F-Score, Return on Equity. Debt-to-equity of 2.89 is elevated, increasing financial risk.
Key Dynamics to Monitor
FSLR profiles as a mature stock while JKS is a turnaround play — different risk/reward profiles.
FSLR carries more volatility with a beta of 1.65 — expect wider price swings.
FSLR is growing revenue faster at 11.1% — sustainability is the question.
Monitor SOLAR industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FSLR scores higher overall (80/100 vs 40/100), 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.
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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