First Solar, Inc. vs PepsiCo, Inc. — how do they compare? First Solar, Inc. trades at $212 (market cap $24.05B), while PepsiCo, Inc. trades at $139.15 (market cap $184.81B). The key difference: PepsiCo, Inc. is far larger — about 7.7× First Solar, Inc.'s market cap, and PepsiCo, Inc. pays a 4.37% dividend while First Solar, Inc. pays none. Which is the better fit depends on your goals.
| FSLR | PEP | |
|---|---|---|
Market Cap | $24.05B | $184.81B |
Sector | Technology | Consumer Staples |
52-Week High | $318.30 | $170.44 |
52-Week Low | $166.82 | $135.35 |
Enterprise Value | $22.21B | $227.30B |
Dividend Yield | — | 4.37% |
Signals from Pluang's Aura AI — not financial advice
First Solar (FSLR) trades at $213.15, down 3.37% amid bearish technical signals and class action lawsuit headlines. The stock shows strong fundamentals with a P/E of 14.46, net income margin of 30.73%, and robust cash flow growth, though recent earnings misses and legal overhangs weigh on sentiment. Revenue climbed to $5.22B in 2025, with projected growth to $5.4B in 2026, supported by expanding operating cash flows.
The outlook balances solid profitability and analyst bullishness (60% buy ratings, $275.17 target) against near-term legal risks and technical weakness. Upside hinges on lawsuit resolution and execution of growth forecasts, while downside risks include prolonged litigation and competitive pressures in solar tech.
PepsiCo (PEP) trades at $139.42, up 2.93% on the day, with a bearish technical signal but strong fundamentals including a 10.78% net income margin and consistent earnings beats. The stock is near its consensus price target of $159.27, with analyst sentiment leaning hold-heavy (64.45%). Recent news highlights price cuts on snacks to boost demand and a North American turnaround focus ahead of Q1 2026 results.
Outlook remains stable with revenue growth to $96.9B in 2026, but risks include competitive pressures and debt levels. The dividend yield near 4% and institutional accumulation support a balanced view, though technical weakness suggests near-term caution.
Trailing returns across standard periods
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 →PepsiCo is one of the largest food and beverage companies globally. It makes, markets, and sells a slew of brands across the beverage and snack categories, including Pepsi, Mountain Dew, Gatorade, Doritos, Lays, and Ruffles. The firm uses a largely integrated go-to-market model, though it does leverage third-party bottlers, contract manufacturers, and distributors in certain markets. In addition to company-owned trademarks, Pepsi manufactures and distributes other brands through partnerships and joint ventures with companies such as Starbucks. The firm segments its operations into five primary geographies, with North America (comprising Frito-Lay North America, Quaker Foods North America, and North America beverages) constituting around 60% of consolidated revenue.
Read more on PEP →