First Solar, Inc. (FSLR) has a MoatMap StockRank of 92/100 based on Quality (73/100), Value (50/100), and Momentum (57/100) factor scores. The current signal is STRONG BUY. First Solar is uniquely positioned at the intersection of geopolitical energy security and supply chain localization. As a leading US-based manufacturer of thin-film solar modules, it is highly insulated from Chinese supply chain disruptions and heavily incentivized by domestic manufacturing tax credits. The persistent geopolitical premium on energy and the structural push for domestic energy independence provide a powerful 18-month tailwind that supports its massive multi-year contracted backlog, offering a highly asymmetric risk-reward profile.
First Solar, Inc. is a leading global provider of comprehensive photovoltaic (PV) solar energy solutions, specializing in the development and manufacturing of advanced cadmium telluride (CdTe) thin-film solar modules. The company's vertically integrated business model and proprietary thin-film technology offer a differentiated product, recognized for its superior performance in certain conditions and lower carbon footprint compared to traditional silicon modules. Its U.S.-based manufacturing capacity and focus on utility-scale projects provide a strong competitive moat in the evolving renewable energy sector.
| Price | $286.58 |
| Market Cap | $32.6B |
| P/E (TTM) | 20.32 |
| P/E (Forward) | 13.44 |
| Price/Book | 3.43 |
| Return on Equity | 18.4% |
| Return on Invested Capital | 14.7% |
| Debt/Equity | 5.94 |
| Gross Margin | 41.7% |
| Operating Margin | 33.1% |
| Revenue Growth | 23.6% |
| Free Cash Flow | $1.1B |
First Solar, Inc. operates in the Solar industry, part of the Technology sector (United States).