First Solar vs Texas Pacific Land

This page compares First Solar and Texas Pacific Land to illuminate their business models, financial performance, and market context. It presents neutral, accessible information to help readers understand how each company operates, generates value, and where they sit in the broader energy and land-use sectors. Educational content, not financial advice.

This page compares First Solar and Texas Pacific Land to illuminate their business models, financial performance, and market context. It presents neutral, accessible information to help readers unders...

Comparison Snapshot

Key Financial Metrics

FSLR

Metric

TPL

$25.22B

Market Cap

$23.56B

18.82%

Potential Profit

-8.11%

Buy

Analyst Rating

Hold

Why It's Moving

First Solar surges as AI data center boom and UBS target hike spotlight its clean energy edge.

UBS analysts boosted their price target to $285, highlighting First Solar's positioning to power AI data centers with secure, U.S.-made panels.
New Louisiana facility ramps toward full capacity by mid-2026, set to supercharge production volumes amid a backlog stretching into the late 2020s.
Tariffs on Chinese-linked rivals enhance pricing power, while rumors swirl of direct deals with hyperscalers prioritizing supply chain security.

Sentiment:

🐃Bullish

First Solar surges as AI data center boom and UBS target hike spotlight its clean energy edge.

UBS analysts boosted their price target to $285, highlighting First Solar's positioning to power AI data centers with secure, U.S.-made panels.
New Louisiana facility ramps toward full capacity by mid-2026, set to supercharge production volumes amid a backlog stretching into the late 2020s.
Tariffs on Chinese-linked rivals enhance pricing power, while rumors swirl of direct deals with hyperscalers prioritizing supply chain security.

Sentiment:

🐃Bullish

Investment Analysis

First Solar

FSLR

Pros

First Solar reported strong Q3 results with significant increases in net sales, income, and cash balances, exceeding earnings and revenue expectations.
The company holds a robust 53.7 GW backlog of solar module bookings valued at $16.4 billion, indicating strong demand and long-term revenue visibility.
First Solar is expanding with a new 3.7 GW U.S. factory and has achieved a positive free cash flow conversion rate above 40%, signaling improved cash generation efficiency.

Considerations

Despite strong performance, analysts forecast a potential near-term stock price decline of around 11%, reflecting some valuation pressure after recent gains.
First Solar faces ongoing margin pressure and structural challenges in the solar industry despite government support and expanding order book.
The company’s return on investment capital (ROIC) at 14% is solid but indicates there is room for improved capital efficiency compared to optimal industry standards.

Texas Pacific Land

TPL

Pros

Texas Pacific Land Trust is one of the largest landowners in Texas, controlling approximately 900,000 acres, primarily in the Permian Basin, a prolific oil and gas region.
The company generates stable revenue from diversified streams including land sales, leases, oil and gas royalties, and water services operations supporting energy operators.
Strong liquidity position reflected by high quick and current ratios above 6.9, indicating excellent short-term financial health and limited liquidity risk.

Considerations

Texas Pacific Land Trust has a high price-to-earnings ratio around 69, suggesting it may be expensive relative to current earnings and potentially sensitive to market valuation shifts.
The company’s earnings are closely linked to the highly cyclical and volatile oil and gas sector, which exposes it to commodity price and regulatory risks.
Dividend yield is modest at around 0.46%, which may limit appeal to income-focused investors seeking higher cash returns.

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