First Solar, Inc. vs Realty Income Corp — how do they compare? First Solar, Inc. trades at $178.19 (market cap $19.22B), while Realty Income Corp trades at $54.13 (market cap $51.26B). The key difference: Realty Income Corp is far larger — about 2.7× First Solar, Inc.'s market cap, and Realty Income Corp pays a 6.01% dividend while First Solar, Inc. pays none. Which is the better fit depends on your goals — on Pluang, investors hold First Solar, Inc. for 75 Days and Realty Income Corp for 127 Days on average.
| FSLR | O | |
|---|---|---|
Market Cap | $19.22B | $51.26B |
Volume | 2,067,793 | 12,300,266 |
Sector | Energy | Real Estate |
52-Week High | $318.30 | $67.56 |
52-Week Low | $172.11 | $53.35 |
Typical Hold Time | 75 Days | 127 Days |
Enterprise Value | $17.69B | $81.88B |
Dividend Yield | — | 6.01% |
Signals from Pluang's Aura AI — not financial advice
First Solar (FSLR) trades at $180.13, up 0.18% on the day, amid a bearish technical signal but strong fundamentals. The stock shows robust profitability with a 32.47% net income margin and trades at a P/E of 11.03, below industry averages. Recent earnings beat expectations in Q1 and Q2 2026, though Q4 2025 missed. Analyst consensus is a Moderate Buy with a $267.59 price target, signaling significant upside potential despite recent sector-wide pressures and high put option activity noted in early October 2026.
The outlook for FSLR is mixed: strong earnings growth and attractive valuation support long-term upside, but near-term risks include solar sector volatility, rising borrowing costs, and patent litigation. Investors face a divergence between bullish fundamentals and bearish technicals, with the stock trading 33% below analyst targets. Key catalysts are Q3 2026 earnings and resolution of legal challenges, while headwinds include interest rate sensitivity and competitive pressures.
Realty Income (O) trades at $54.09, down 1.39% amid a bearish technical signal and recent earnings misses. The stock faces pressure from rising Treasury yields, yet maintains a high gross margin of 92.56% and consistent dividend payments. Revenue growth is steady, with 2025 revenue at $5.75B, though net income margin has fluctuated. Analyst consensus is a Buy with a $64.80 price target, but technical indicators show resistance near $55.
The outlook for O hinges on its ability to navigate interest rate sensitivity while leveraging its robust property portfolio. Opportunities include a high dividend yield and strong operational cash flow, but risks involve debt levels nearing 40% of assets and competitive pressures in the REIT sector. Investor sentiment is cautious due to recent underperformance relative to the S&P 500.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →Realty Income owns roughly 11,400 properties, most of which are freestanding, single-tenant, triple-net-leased retail properties. Its properties are located in 49 states and Puerto Rico and are leased to 250 tenants from 47 industries. Recent acquisitions have added industrial, office, manufacturing, and distribution properties, which make up roughly 17% of revenue.
Read more on O →