First SolarCheniere Energy Partners

First Solar vs Cheniere Energy Partners

First Solar, Inc. and Cheniere Energy Partners LP are compared on this page to illuminate differences in business models, financial performance, and market context. The aim is to present clear, access...

Why It's Moving

First Solar

First Solar surges on policy tailwinds and fresh manufacturing push amid solar sector volatility.

  • Stock gained 4% to $272.73 on Thursday, December 11, reflecting investor bets on supportive Treasury guidance for solar incentives amid fluctuating sector sentiment.
  • New Louisiana plant inauguration highlights First Solar's manufacturing ramp-up, enhancing domestic production capacity in a thin-film solar leader.
  • Analysts maintain 'Strong Buy' consensus with price targets around $268, citing robust backlog and policy-driven growth potential despite recent solar stock swings.
Sentiment:
🐃Bullish
Cheniere Energy Partners

Cheniere Partners Reaffirms 2025 Distribution Guidance Amid Q3 Earnings Resilience.

  • Q3 Adjusted EBITDA climbed $33 million to $885 million, driven by elevated LNG margins and reduced operating expenses, offsetting lower cargo volumes.
  • Reaffirmed 2025 distribution guidance maintains base of $3.10 per unit, underscoring reliability of Sabine Pass LNG terminal's 30 mtpa capacity.
  • Director activity on Dec 7 included vesting and sales of units at $55.82 alongside a fresh 3,000 phantom unit grant, vesting over four years.
Sentiment:
⚖️Neutral

Which Baskets Do They Appear In?

Enphase Energy Stock: Could Solar Risks Affect Returns?

Enphase Energy Stock: Could Solar Risks Affect Returns?

Nigeria's unreliable grid is driving a search for alternative power, creating a significant opportunity in the renewable energy space. This collection offers exposure to US and EU-listed companies at the forefront of solar technology, energy storage, and clean power infrastructure.

Published: September 10, 2025

Explore Basket
Reliance's Green Gigafactories

Reliance's Green Gigafactories

Discover companies set to benefit from Reliance Industries' massive $18 billion investment in solar and green hydrogen manufacturing. This carefully selected group includes suppliers, equipment makers, and contractors positioned to capitalize on India's renewable energy transformation.

Published: July 2, 2025

Explore Basket
India's U.S. Solar Expansion

India's U.S. Solar Expansion

Indian solar manufacturers are winning big contracts in America, creating exciting investment opportunities. This collection features carefully selected companies across both countries, from panel makers to project developers, all set to benefit from this cross-border solar boom.

Published: July 1, 2025

Explore Basket
Post-IRA Energy Shift

Post-IRA Energy Shift

A carefully selected group of energy companies positioned to benefit from potential U.S. policy changes affecting renewables. These stocks were handpicked by our analysts to give you exposure to nuclear, natural gas, and domestic manufacturers that could gain market share if Chinese-component taxes are implemented.

Published: June 30, 2025

Explore Basket
Space-Based Solar Power

Space-Based Solar Power

Discover companies pioneering the capture of solar energy from orbit. These carefully selected stocks represent leaders in orbital solar farm technology and wireless energy transmission, working toward a future of continuous clean power beamed directly to Earth.

Published: June 17, 2025

Explore Basket
Future of Energy

Future of Energy

This collection showcases the innovative companies leading the worldwide transition to renewable energy. These carefully selected stocks represent the best opportunities in solar, wind, hydrogen, and battery technology, as identified by our professional analysts.

Published: June 17, 2025

Explore Basket
Trump Tariffs: Will They Work?

Trump Tariffs: Will They Work?

Could these stocks be long-term winners from President Trump's trade war? Our analysts have carefully selected companies that might benefit if Trump's tariff strategy delivers the manufacturing revival he's promising.

Published: May 11, 2025

Explore Basket
Green Energy

Green Energy

Invest in leading companies transforming how we power our world. These carefully selected stocks represent innovators in solar, wind, EVs, and sustainable infrastructure, all working toward a cleaner future.

Published: May 10, 2025

Explore Basket

Investment Analysis

First Solar

Pros

  • First Solar has a strong return on equity (ROE) of approximately 15.57%, significantly higher than its historical average, showing improved profitability.
  • The company operates globally with diversified markets including the USA, Japan, France, Canada, India, and Australia, supporting growth opportunities.
  • First Solar specialises in cadmium telluride solar modules, a technology with competitive advantages in cost and environmental impact compared to silicon-based modules.

Considerations

  • The solar industry is highly competitive and subject to technological advances which could impact First Solar’s market share and margins.
  • Profitability has historically been volatile, with previous ROE swings indicating potential execution and operational risks.
  • The company is exposed to regulatory and policy changes in multiple countries which can affect solar incentives and project economics.
Cheniere Energy Partners

Pros

  • Cheniere Energy Partners reported strong third-quarter 2025 financials with $2.4 billion revenue and $506 million net income, demonstrating solid operational performance.
  • The company maintains a stable and attractive dividend yield around 6.04%, supported by robust adjusted EBITDA and cash flows.
  • Recent completion of CCL Stage 3 Project boosts LNG production capacity, enhancing revenue potential and market position.

Considerations

  • Cheniere Partners has reported a highly negative trailing twelve-month ROE, indicating recent profitability challenges or accounting anomalies.
  • Revenue decreased by nearly 10% in 2024 compared to the previous year, signaling potential demand or pricing pressures in the LNG market.
  • The company is exposed to regulatory risks, including awaiting approvals for expansions, which may delay growth and increase uncertainty.

Why invest with Nemo?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

First SolarTexas Pacific Land

First Solar vs Texas Pacific Land

First Solar vs Texas Pacific Land

First SolarTenaris

First Solar vs Tenaris

First Solar vs Tenaris

First SolarHalliburton

First Solar vs Halliburton

First Solar vs Halliburton

Frequently asked questions