Enphase Energy, Inc. (ENPH) vs First Solar, Inc. (FSLR)

Enphase Energy, Inc. and First Solar, Inc. are both Solar companies. First Solar, Inc. is the larger, with a market value of $18.7B against $4.4B — 4.3× the size. First Solar, Inc. trades at the lower P/E: 10.9× against 31.8×. First Solar, Inc. grew revenue faster over the last twelve months: 23.8% against −10.4%. First Solar, Inc. has the higher net margin (32.5% vs 10.1%) and the higher return on invested capital (13.1% vs 8.45%). Across the 22 metrics below, First Solar, Inc. leads on 17 and Enphase Energy, Inc. on 5.

Valuation

Metric ENPH FSLR Solar median
P/E 31.76 10.93 10.93
P/S 3.22 3.55 0.54
P/B 3.62 1.85 1.44
Price to free cash flow 29.01 12.73 9.91
EV/EBITDA 23.16 7.40 9.90
EV/Sales 3.42 3.28 0.74
Earnings yield 3.15% 9.15% 0.00%
Free cash flow yield 3.45% 7.86% 0.00%

Profitability

Metric ENPH FSLR Solar median
Gross margin 46.95% 44.02% 31.92%
Operating margin 8.32% 33.65% (9.70%)
Net margin 10.09% 32.47% (8.48%)
Free cash flow margin 11.49% 27.89% (2.95%)
Return on equity 13.00% 18.51% 5.34%
Return on assets 4.40% 13.30% (5.36%)
Return on invested capital 8.45% 13.10% (5.27%)

Growth

Metric ENPH FSLR Solar median
Revenue growth (TTM) (10.41%) 23.82% 16.97%
EPS growth (last fiscal year) 72.00% 18.22% —
Revenue growth, 5-year CAGR 13.72% 14.00% 14.00%
Net income growth, 5-year CAGR 5.14% 30.85% 0.00%

Health

Metric ENPH FSLR Solar median
Debt to equity 0.48 0.00 0.09
Current ratio 3.45 2.52 1.33
Net debt to EBITDA (1.29) (1.11) 0.03

Dividend

Metric ENPH FSLR Solar median
Dividend yield — — —
Payout ratio 0.00 0.00 0.00

Size

Metric ENPH FSLR Solar median
Market cap 4.39b 18.69b 43.46m

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