First Solar, Inc. vs Progressive Corp — how do they compare? First Solar, Inc. trades at $228 (market cap $25.89B), while Progressive Corp trades at $208.06 (market cap $123.45B). The key difference: Progressive Corp is far larger — about 4.8× First Solar, Inc.'s market cap, and Progressive Corp pays a 6.55% dividend while First Solar, Inc. pays none. Which is the better fit depends on your goals.
| FSLR | PGR | |
|---|---|---|
Market Cap | $25.89B | $123.45B |
Sector | Technology | Financials |
52-Week High | $318.30 | $252.68 |
52-Week Low | $180.05 | $190.40 |
Enterprise Value | $24.36B | $131.66B |
Dividend Yield | — | 6.55% |
Signals from Pluang's Aura AI — not financial advice
First Solar (FSLR) trades at $227.36, down 5.0% on the day, as the stock faces headwinds from multiple class action lawsuits alleging securities fraud during the February 2025-2026 period. Despite the legal overhang, the company maintains strong fundamentals with revenue growing from $2.6B in 2022 to $5.2B in 2025 and net income reaching $1.53B. Technical indicators show a bullish moving average signal but neutral oscillators, with key support at $230 and resistance at $245. Recent analyst upgrades provide optimism, with Baird raising its price target to $318 on August 11, 2026.
The investment outlook remains cautiously optimistic given FSLR's robust profitability metrics (32.5% net margin, 18.5% ROE) and analyst consensus price target of $282 representing 24% upside potential. However, significant legal risks from ongoing securities litigation and potential regulatory headwinds from solar trade policies create near-term uncertainty. Long-term growth prospects in renewable energy remain intact, but investors should weigh legal resolution timelines against fundamental strength.
PGR trades at $208.28, down 2.65% on the day, with a bearish technical signal. The stock shows strong fundamentals with a P/E of 10.65, net income margin of 12.85%, and robust revenue growth from $49.6B in 2022 to $87.6B in 2025. Recent Q2 2026 earnings beat expectations at $4.85 EPS, though Q1 2026 missed. Analyst consensus is a buy with a $231.20 price target, but technical indicators suggest near-term caution.
Outlook remains positive due to solid profitability and growth, but risks include competitive pressures and potential margin compression. The stock offers value at current levels with upside to analyst targets, though investors should monitor execution on growth initiatives and industry dynamics.
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 →Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →