First Solar Inc (FSLR)vsOracle Corporation (ORCL)
FSLR
First Solar Inc
$190.29
+2.40%
TECHNOLOGY · Cap: $20.42B
ORCL
Oracle Corporation
$139.66
-0.62%
TECHNOLOGY · Cap: $401.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 1128% more annual revenue ($64.08B vs $5.22B). FSLR leads profitability with a 29.3% profit margin vs 25.3%. FSLR appears more attractively valued with a PEG of 0.49. FSLR earns a higher WallStSmart Score of 82/100 (A-).
FSLR
Exceptional Buy82
out of 100
Grade: A-
ORCL
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.8%
Fair Value
$665.03
Current Price
$190.29
$474.74 discount
Margin of Safety
+45.5%
Fair Value
$256.22
Current Price
$139.66
$116.56 discount
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
Mega-cap, among the largest globally
Every $100 of equity generates 58 in profit
Strong operational efficiency at 32.7%
Keeps 25 of every $100 in revenue as profit
Growing faster than its price suggests
Revenue surging 21.7% year-over-year
Areas to Watch
No major concerns identified
Moderate valuation
Trading at 12.0x book value
Weak financial health signals
Negative free cash flow — burning cash
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 : ORCL
The strongest argument for ORCL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 25.3% and operating margin at 32.7%. Revenue growth of 21.7% demonstrates continued momentum.
Bear Case : FSLR
No major red flags identified for FSLR, but monitor valuation.
Bear Case : ORCL
The primary concerns for ORCL are P/E Ratio, Price/Book, Piotroski F-Score. Debt-to-equity of 4.15 is elevated, increasing financial risk.
Key Dynamics to Monitor
FSLR profiles as a mature stock while ORCL is a growth play — different risk/reward profiles.
ORCL carries more volatility with a beta of 1.65 — expect wider price swings.
ORCL is growing revenue faster at 21.7% — sustainability is the question.
FSLR generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
FSLR scores higher overall (82/100 vs 76/100), backed by strong 29.3% margins and 11.1% revenue growth. ORCL offers better value entry with a 45.5% margin of safety. Both earn "Exceptional 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.
Oracle Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Oracle is an American multinational computer technology corporation headquartered in Austin, Texas. The company was formerly headquartered in Redwood Shores, California until December 2020 when it moved its headquarters to Texas. The company sells database software and technology, cloud engineered systems, and enterprise software products, particularly its own brands of database management systems.
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