With First Solar Stock Sliding, Have You Assessed The Risk?

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FSLR: First Solar logo
FSLR
First Solar

First Solar (FSLR) stock is down 5.3% in a day. The recent slide reflects renewed concerns around stretched valuation and future solar tax credits, but sharp drops like this often raise a tougher question: is the weakness temporary, or a sign of deeper cracks in the story?

Before judging its downturn reslience, let’s look at where First Solar stands today.

  • Size: First Solar is a $29 Bil company with $4.3 Bil in revenue currently trading at $269.39.
  • Fundamentals: Last 12 month revenue growth of 15.4% and operating margin of 31.3%.
  • Liquidity: Has Debt to Equity ratio of 0.04 and Cash to Assets ratio of 0.09
  • Valuation: First Solar stock is currently trading at P/E multiple of 23.0 and P/EBIT multiple of 20.9
  • Has returned (median) 45.9% within a year following sharp dips since 2010. See FSLR Dip Buy Analysis.

These metrics point to a Strong operational performance, alongside Moderate valuation – making the stock Attractive. For details, see Buy or Sell FSLR Stock

That brings us to the key consideration for investors worried about this fall: how resilient is FSLR stock if markets turn south? This is where our downturn resilience framework comes in. Suppose FSLR stock falls another 20-30% to $189 – can investors comfortably hold on? Turns out, the stock has fared worse than the S&P 500 index during various economic downturns, based on (a) how much the stock fell and, (b) how quickly it recovered. Below, we dive deeper into each such downturn.

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2022 Inflation Shock

  • FSLR stock fell 49.3% from a high of $121.14 on 1 November 2021 to $61.40 on 12 May 2022 vs. a peak-to-trough decline of 25.4% for the S&P 500.
  • However, the stock fully recovered to its pre-Crisis peak by 25 August 2022
  • Since then, the stock increased to a high of $300.71 on 12 June 2024 , and currently trades at $269.39

  FSLR S&P 500
% Change from Pre-Recession Peak -49.3% -25.4%
Time to Full Recovery 105 days 464 days

 
2020 Covid Pandemic

  • FSLR stock fell 49.1% from a high of $59.32 on 20 February 2020 to $30.20 on 18 March 2020 vs. a peak-to-trough decline of 33.9% for the S&P 500.
  • However, the stock fully recovered to its pre-Crisis peak by 14 July 2020

  FSLR S&P 500
% Change from Pre-Recession Peak -49.1% -33.9%
Time to Full Recovery 118 days 148 days

 
2018 Correction

  • FSLR stock fell 52.6% from a high of $77.95 on 27 April 2018 to $36.91 on 29 October 2018 vs. a peak-to-trough decline of 19.8% for the S&P 500.
  • However, the stock fully recovered to its pre-Crisis peak by 26 August 2020

  FSLR S&P 500
% Change from Pre-Recession Peak -52.6% -19.8%
Time to Full Recovery 667 days 120 days

 
2008 Global Financial Crisis

  • FSLR stock fell 72.0% from a high of $311.14 on 16 May 2008 to $87.23 on 20 November 2008 vs. a peak-to-trough decline of 56.8% for the S&P 500.
  • The stock is yet to recover to its pre-Crisis high

  FSLR S&P 500
% Change from Pre-Recession Peak -72.0% -56.8%
Time to Full Recovery Not Fully Recovered 1,480 days

 
Feeling jittery about FSLR stock? Consider portfolio approach.

Why Stock Pickers Win More With Multi Asset Portfolios

Stocks can jump or crash but different assets move on different cycles. A multi asset portfolio helps you stay invested while cushioning swings in equities.

The asset allocation framework of Trefis’ Boston-based, wealth management partner yielded positive returns during the 2008-09 period when the S&P lost more than 40%. Our partner’ strategy now includes Trefis High Quality Portfolio, which has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices