Centene Corp vs First Solar, Inc. — how do they compare? Centene Corp trades at $67.29 (market cap $32.05B), while First Solar, Inc. trades at $227.7 (market cap $25.89B). The key difference: Centene Corp is the larger of the two by market cap, and Centene Corp is trading nearer its 52-week high, First Solar, Inc. nearer its low. Which is the better fit depends on your goals.
| CNC | FSLR | |
|---|---|---|
Market Cap | $32.05B | $25.89B |
Sector | Health | Technology |
52-Week High | $68.72 | $318.30 |
52-Week Low | $26.93 | $180.05 |
Enterprise Value | $21.10B | $24.36B |
Signals from Pluang's Aura AI — not financial advice
Centene (CNC) trades at $67.35, up 1.19% on the day, with a bullish technical signal from moving averages and strong analyst support. The stock has beaten earnings estimates in recent quarters, including Q2 2026 EPS of $2.51 versus $1.09 expected, and shows robust cash flow trends with 2025 net cash flow of $3.94 billion. Recent news highlights margin recovery and raised 2026 guidance, reinforcing positive momentum.
The outlook remains favorable given valuation discounts (P/E of 8.06, P/S of 0.16) and analyst consensus price target of $71.00, though risks include negative net income margins and Medicaid membership volatility. Upside potential hinges on execution of cost controls and premium growth in government-sponsored health plans.
First Solar (FSLR) trades at $228.27, down 4.62% on the day, amid mixed signals. The stock shows a bullish technical trend with strong moving averages, though RSI levels suggest potential overbought conditions. Fundamentally, the company reported robust revenue growth to $5.22B in 2025, with a net income margin of 29.27%, while recent earnings beat expectations in Q1 and Q2 2026. However, multiple class-action lawsuits filed in August 2026 create near-term legal overhang.
The outlook remains positive given analyst consensus favoring a buy rating with a $282.07 price target, implying significant upside. Key risks include legal proceedings and competitive pressures in the solar sector. Earnings growth and operational cash flow strength support long-term value, but investors should weigh legal uncertainties against fundamental strengths.
Trailing returns across standard periods
Latest headlines on both assets
Centene is a managed-care organization focused on government-sponsored healthcare plans, including Medicaid, Medicare, and the individual exchanges. Centene served 22 million medical members as of September 2021, mostly in Medicaid (68% of membership), the individual exchanges (10%), Medicare Advantage (6%), and the balance in Tricare (West region), correctional facility, and international plans. The company also serves 4 million users through the Medicare Part D pharmaceutical program.
Read more on CNC →First Solar designs and manufactures solar photovoltaic panels, modules, and systems for use in utility-scale development projects. The company's solar modules use cadmium telluride to convert sunlight into electricity. This is commonly called thin-film technology. First Solar is the world's largest thin-film solar module manufacturer. It has production lines in Vietnam, Malaysia, the United States, and a new factory under construction in India.
Read more on FSLR →