First Solar, Inc. vs ArcelorMittal SA — how do they compare? First Solar, Inc. trades at $217.86 (market cap $24.05B), while ArcelorMittal SA trades at $66.29 (market cap $50.29B). The key difference: ArcelorMittal SA is far larger — about 2.1× First Solar, Inc.'s market cap, and ArcelorMittal SA pays a 0.89% dividend while First Solar, Inc. pays none. Which is the better fit depends on your goals.
| FSLR | MT | |
|---|---|---|
Market Cap | $24.05B | $50.29B |
Sector | Technology | Basic Materials |
52-Week High | $318.30 | $71.65 |
52-Week Low | $166.82 | $30.39 |
Enterprise Value | $22.21B | $59.61B |
Dividend Yield | — | 0.89% |
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.
ArcelorMittal (MT) trades at $66.99, up 1.62% today, with strong technical momentum and bullish moving average signals. The company has delivered three consecutive earnings beats, with Q2 2026 EPS expected at $1.17. Revenue declined from $79.8B in 2022 to $61.4B in 2025, but net income improved to $3.2B, reflecting margin expansion. Recent developments include a strategic AI collaboration with AWS and ongoing share buybacks.
The outlook remains positive with analyst consensus favoring Buy ratings (50%), though risks include declining revenue trends and heavy capital expenditures. The stock's valuation appears reasonable with P/E of 17.7 and P/B of 0.92, trading below book value. Key catalysts include steel import controls in Europe and expansion projects, while headwinds involve China weakness and decarbonization costs.
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 →ArcelorMittal SA is involved in the steel industry. The company's operating segments include NAFTA
Read more on MT →