FSLR First Solar
fair · 60
Owner-earnings value$192.54
Price$175.16
Margin of safety
+9.9%
Quality gate · 60/100
Median ROIC13.9%
Gross margin44.0%
Net debt / EBITDA-0.9x
FCF conversion2%
Share count / yr+0.2%
Profitable years3/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 1.50B |
| Owner-earnings yield | 8.0% |
| Free-cash-flow yield | 8.0% |
| Growth used (normalized) | 10.0% |
| Market-implied growth (reverse DCF) | 7.2% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 13.1% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 1.53B | 10.0% | 1.35B |
| 2 | 1.67B | 9.2% | 1.31B |
| 3 | 1.81B | 8.4% | 1.25B |
| 4 | 1.95B | 7.7% | 1.19B |
| 5 | 2.08B | 6.9% | 1.13B |
| 6 | 2.21B | 6.1% | 1.06B |
| 7 | 2.33B | 5.3% | 984.74M |
| 8 | 2.44B | 4.6% | 910.41M |
| 9 | 2.53B | 3.8% | 835.43M |
| 10 | 2.60B | 3.0% | 760.89M |
Recent news
score · 8 articles
- Investors Heavily Search First Solar, Inc. (FSLR): Here is What You Need to Know
- KeyBanc Just Upgraded First Solar Stock. Here's Why.
- First Solar Faces Pricing Pressure Amid High Inventory, Slow Project Starts, KeyBanc Says
- Roblox downgraded, Royal Caribbean upgraded: Wall Street's top analyst calls
- Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Digital, Autodesk, Datadog, First Solar, L3Harris Technologies, PepsiCo, Roblox, Snowflake, TeraWulf and More
- First Solar Shares Rise After KeyBanc Removes Underweight Rating
- First Solar (FSLR) Keeps Hitting New Lows While Wall Street Says Buy. Who’s Right?
- FSLR Stock Heads For Its Worst Week In Over A Month — Roth Says US Polysilicon Crackdown Could Provide A Tailwind
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Net cash 2.1B credited to value (interest stripped from owner earnings to avoid double-counting). · Price pays for ~7%/yr owner-earnings growth over 10y (reverse DCF); model credits 10%.