First Solar Inc (FSLR)vsTaiwan Semiconductor Manufacturing (TSM)
FSLR
First Solar Inc
$314.95
+2.32%
TECHNOLOGY · Cap: $28.72B
TSM
Taiwan Semiconductor Manufacturing
$415.17
+4.00%
TECHNOLOGY · Cap: $2.18T
Smart Verdict
WallStSmart Research — data-driven comparison
Taiwan Semiconductor Manufacturing generates 75631% more annual revenue ($4.10T vs $5.42B). TSM leads profitability with a 46.5% profit margin vs 30.7%. FSLR appears more attractively valued with a PEG of 0.70. TSM earns a higher WallStSmart Score of 84/100 (A-).
FSLR
Exceptional Buy82
out of 100
Grade: A-
TSM
Exceptional Buy84
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.2%
Fair Value
$251.74
Current Price
$314.95
$63.21 premium
Margin of Safety
+49.5%
Fair Value
$839.44
Current Price
$415.17
$424.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 33.1%
Earnings expanding 65.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Keeps 47 of every $100 in revenue as profit
Strong operational efficiency at 58.1%
Revenue surging 35.1% year-over-year
Earnings expanding 58.4% YoY
Areas to Watch
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Trading at 63.5x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : FSLR
The strongest argument for FSLR centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 30.7% and operating margin at 33.1%. Revenue growth of 23.6% demonstrates continued momentum.
Bull Case : TSM
The strongest argument for TSM centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 46.5% and operating margin at 58.1%. Revenue growth of 35.1% demonstrates continued momentum.
Bear Case : FSLR
The primary concerns for FSLR are Free Cash Flow.
Bear Case : TSM
The primary concerns for TSM are P/E Ratio, Price/Book.
Key Dynamics to Monitor
FSLR carries more volatility with a beta of 1.69 — expect wider price swings.
TSM is growing revenue faster at 35.1% — sustainability is the question.
TSM generates stronger free cash flow (377.1B), providing more financial flexibility.
Monitor SOLAR industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TSM scores higher overall (84/100 vs 82/100), backed by strong 46.5% margins and 35.1% revenue growth. Both earn "Exceptional Buy" and "Exceptional 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.
Taiwan Semiconductor Manufacturing
TECHNOLOGY · SEMICONDUCTORS · USA
Taiwan Semiconductor Manufacturing Company, Limited is a Taiwanese multinational semiconductor contract manufacturing and design company. It is one of Taiwan's largest companies, the world's most valuable semiconductor company, and the world's largest dedicated independent (pure-play) semiconductor foundry, with its headquarters and main operations located in the Hsinchu Science Park in Hsinchu, Taiwan. It is majority owned by foreign investors.
Visit Website →Compare with Other SOLAR Stocks
Want to dig deeper into these stocks?