First Solar, Inc. vs Lennar Corporation — how do they compare? First Solar, Inc. trades at $217.51 (market cap $24.05B), while Lennar Corporation trades at $86.89 (market cap $20.49B). The key difference: First Solar, Inc. is the larger of the two by market cap, and Lennar Corporation pays a 2.34% dividend while First Solar, Inc. pays none. Which is the better fit depends on your goals.
| FSLR | LEN | |
|---|---|---|
Market Cap | $24.05B | $20.49B |
Sector | Technology | Consumer Cyclical |
52-Week High | $318.30 | $142.40 |
52-Week Low | $166.82 | $82.30 |
Enterprise Value | $22.21B | $24.37B |
Dividend Yield | — | 2.34% |
Signals from Pluang's Aura AI — not financial advice
First Solar (FSLR) trades at $220.58, down 0.2% on the day, with a bearish technical signal driven by moving averages. The company shows strong fundamentals with a P/E of 14.46, net income margin of 30.73%, and robust cash flow from operations of $2.06B in 2025. Recent earnings beat in Q1 2026 but missed in prior quarters. Multiple class-action lawsuits filed in July 2026 allege securities fraud, creating near-term legal overhang.
The stock presents a mixed outlook: solid profitability and analyst consensus price target of $275.17 suggest upside, but legal risks and bearish technicals weigh. Investors face tension between strong financial health and potential volatility from litigation outcomes.
Lennar (LEN) trades at $83.71, showing modest daily gains but facing significant technical headwinds with a bearish moving average signal and recent earnings misses. The stock appears fundamentally undervalued with a P/E of 13.37 and P/B of 0.95, though profitability metrics have compressed with net income margin declining to 4.93% in 2025. Recent corporate actions include consistent $0.50 quarterly dividends, while news highlights the company's strategic shift toward volume over price amid housing affordability challenges.
The outlook presents a value opportunity with attractive valuation multiples, but execution risks remain high as Lennar navigates margin pressure from lower home prices and elevated mortgage rates. Analyst consensus leans bullish with a $84.78 price target, though recent earnings disappointments and bearish technical indicators suggest near-term volatility.
Trailing returns across standard periods
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 →Lennar is the second-largest public homebuilder in the United States. The company's homebuilding operations target first-time, move-up, and active adult homebuyers mainly under the Lennar brand name. Lennar's financial-services segment provides mortgage financing and related services to its homebuyers. Miami-based Lennar is also involved in multifamily construction and has invested in numerous housing-related technology startups.
Read more on LEN →