First Solar Inc (FSLR)vsShoals Technologies Group Inc (SHLS)
FSLR
First Solar Inc
$193.51
+0.34%
TECHNOLOGY · Cap: $20.69B
SHLS
Shoals Technologies Group Inc
$6.91
+0.88%
TECHNOLOGY · Cap: $1.16B
Smart Verdict
WallStSmart Research — data-driven comparison
First Solar Inc generates 998% more annual revenue ($5.22B vs $475.33M). FSLR leads profitability with a 29.3% profit margin vs 7.1%. 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-
SHLS
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.8%
Fair Value
$665.03
Current Price
$193.51
$471.52 discount
Margin of Safety
-21.2%
Fair Value
$8.08
Current Price
$6.91
$1.17 premium
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
Revenue surging 38.6% year-over-year
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 21.0% YoY
Areas to Watch
No major concerns identified
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 5.8% — below average capital efficiency
7.1% margin — thin
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 : SHLS
The strongest argument for SHLS centers on Revenue Growth, PEG Ratio, Price/Book. Revenue growth of 38.6% demonstrates continued momentum. PEG of 0.61 suggests the stock is reasonably priced for its growth.
Bear Case : FSLR
No major red flags identified for FSLR, but monitor valuation.
Bear Case : SHLS
The primary concerns for SHLS are P/E Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
FSLR profiles as a mature stock while SHLS is a hypergrowth play — different risk/reward profiles.
SHLS carries more volatility with a beta of 1.76 — expect wider price swings.
SHLS is growing revenue faster at 38.6% — 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 70/100), backed by strong 29.3% margins and 11.1% revenue growth. 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.
Shoals Technologies Group Inc
TECHNOLOGY · SOLAR · USA
Shoals Technologies Group, Inc. provides Electric Balance System (EBOS) solutions for solar energy projects in the United States. The company is headquartered in Portland, Tennessee.
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