ERIC vs FSLR
Telefonaktiebolaget LM Ericsson (publ) vs First Solar — AI-powered side-by-side comparison
ERIC
Telefonaktiebolaget LM Ericsson (publ)
63
Buy
VS
| Metric | ERIC | FSLR |
|---|
| AI Score |
63
|
65
|
| Price |
$10.19
|
$226.80
|
| P/E Ratio |
13.25×
|
14.82×
|
| ROE |
24.4%
|
16.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
48.1%
|
44.0%
|
| Debt / Equity |
0.38×
|
0.02×
|
| Dividend Yield |
3.0%
|
0.0%
|
| RSI (14) |
51.3
|
62.2
|
| Beta |
0.521
|
1.746
|
| Expected Upside |
+2.8%
|
+9.1%
|
AI Committee View
Current Innellis committee reasoning for ERIC versus FSLR.
FSLR leads by 2 points.
FSLR scores 65/100 (Buy) versus ERIC at 63/100 (Buy).
ERIC Committee View
60% agreement
5 analysts
The primary driver is p/e of 12.8 is inexpensive for the broad market. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- P/E of 12.8 is inexpensive for the broad market — Value
- ROE of 25.1% shows genuine earnings power backing the valuation — Value
- Dividend yield of 3.1% pays you to wait — Value
Bear Case
- Revenue declining -7.5% YoY -- this is not a growth story right now — Growth
FSLR Committee View
67% agreement
6 analysts
The primary driver is eps growing 38.7% yoy. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- P/E of 14.6 is inexpensive for the broad market — Value
- ROE of 18.0% shows genuine earnings power backing the valuation — Value
- EPS growing 38.7% YoY — Growth
Bear Case
- Bollinger bandwidth of 31.5% signals elevated volatility — Risk