First Solar Inc (FSLR)vsTOYO Co., Ltd Ordinary Shares (TOYO)
FSLR
First Solar Inc
$193.51
+0.34%
TECHNOLOGY · Cap: $20.69B
TOYO
TOYO Co., Ltd Ordinary Shares
$8.41
+2.44%
TECHNOLOGY · Cap: $310.13M
Smart Verdict
WallStSmart Research — data-driven comparison
First Solar Inc generates 2832% more annual revenue ($5.22B vs $177.98M). FSLR leads profitability with a 29.3% profit margin vs 13.7%. TOYO trades at a lower P/E of 10.9x. FSLR earns a higher WallStSmart Score of 82/100 (A-).
FSLR
Exceptional Buy82
out of 100
Grade: A-
TOYO
Hold40
out of 100
Grade: D
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
-70.0%
Fair Value
$5.10
Current Price
$8.41
$3.31 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
Attractively priced relative to earnings
Every $100 of equity generates 33 in profit
Areas to Watch
No major concerns identified
0.7% revenue growth
Smaller company, higher risk/reward
Earnings declined 78.6%
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 : TOYO
The strongest argument for TOYO centers on P/E Ratio, Return on Equity.
Bear Case : FSLR
No major red flags identified for FSLR, but monitor valuation.
Bear Case : TOYO
The primary concerns for TOYO are Revenue Growth, Market Cap, EPS Growth.
Key Dynamics to Monitor
FSLR profiles as a mature stock while TOYO is a value 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.
FSLR generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
FSLR scores higher overall (82/100 vs 40/100), backed by strong 29.3% margins and 11.1% revenue growth. Both earn "Exceptional 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.
TOYO Co., Ltd Ordinary Shares
TECHNOLOGY · SOLAR · USA
Toyo Co., Ltd. engages in the manufacture and sale of cutting tools. The company is headquartered in Shiojiri, Japan.
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