Critical Analysis: Alpha and Omega Semiconductor (NASDAQ:AOSL) versus First Solar (NASDAQ:FSLR)

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Alpha and Omega Semiconductor (NASDAQ:AOSL) and First Solar (NASDAQ:FSLR) are both computer and technology companies, but which is the better business? We will contrast the two businesses based on the strength of their risk, dividends, profitability, analyst recommendations, valuation, earnings and institutional ownership.

Institutional and Insider Ownership

63.6% of Alpha and Omega Semiconductor shares are held by institutional investors. Comparatively, 61.5% of First Solar shares are held by institutional investors. 21.0% of Alpha and Omega Semiconductor shares are held by company insiders. Comparatively, 0.7% of First Solar shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Profitability

This table compares Alpha and Omega Semiconductor and First Solar’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Alpha and Omega Semiconductor 0.08% 4.77% 2.93%
First Solar 0.95% 0.46% 0.33%

Volatility and Risk

Alpha and Omega Semiconductor has a beta of 1.08, meaning that its share price is 8% more volatile than the S&P 500. Comparatively, First Solar has a beta of 1.3, meaning that its share price is 30% more volatile than the S&P 500.

Analyst Recommendations

This is a breakdown of current recommendations for Alpha and Omega Semiconductor and First Solar, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Alpha and Omega Semiconductor 0 0 1 0 3.00
First Solar 0 4 9 0 2.69

Alpha and Omega Semiconductor presently has a consensus price target of $13.00, indicating a potential upside of 41.61%. First Solar has a consensus price target of $70.11, indicating a potential upside of 13.06%. Given Alpha and Omega Semiconductor’s stronger consensus rating and higher possible upside, research analysts clearly believe Alpha and Omega Semiconductor is more favorable than First Solar.

Valuation and Earnings

This table compares Alpha and Omega Semiconductor and First Solar’s top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Alpha and Omega Semiconductor $421.55 million 0.53 $14.26 million $0.68 13.50
First Solar $2.24 billion 2.91 $144.33 million $1.36 45.60

First Solar has higher revenue and earnings than Alpha and Omega Semiconductor. Alpha and Omega Semiconductor is trading at a lower price-to-earnings ratio than First Solar, indicating that it is currently the more affordable of the two stocks.

Summary

First Solar beats Alpha and Omega Semiconductor on 8 of the 14 factors compared between the two stocks.

Alpha and Omega Semiconductor Company Profile

Alpha and Omega Semiconductor Limited designs, develops, and supplies power semiconductor products for computing, consumer electronics, communication, and industrial applications worldwide. The company offers power discrete products, such as metal-oxide-semiconductor field-effect transistors (MOSFET), SRFETs, XSFET, electrostatic discharge, protected MOSFETs, high and mid-voltage MOSFETs, and insulated gate bipolar transistors. Its power discrete products are used in smart phone chargers, battery packs, notebooks, desktop and servers, data centers, base stations, graphics cards, game boxes, TVs, AC adapters, power supplies, motor control, power tools, e-vehicles, white goods and industrial motor drives, UPS systems, solar inverters, and industrial welding. The company also provides power ICs that deliver power, as well as control and regulate the power management variables, such as the flow of current and level of voltage. Its power ICs are used in flat panel displays, TVs, notebooks, ultrabooks, servers, DVD/Blu-Ray players, set-top boxes, and networking equipment. In addition, the company offers a family of EZBuck regulators for use in TVs, set-top boxes, data storage systems, servers, and other embedded systems; and the AONX38168 for server and telecommunication markets. Alpha and Omega Semiconductor Limited was incorporated in 2000 and is headquartered in Sunnyvale, California.

First Solar Company Profile

First Solar, Inc. provides photovoltaic (PV) solar energy solutions in the United States and internationally. It operates in two segments, Modules and Systems. The Components segment designs, manufactures, and sells cadmium telluride solar modules that convert sunlight into electricity. This segment offers its products to integrators and operators of PV solar power systems. The Systems segment provides turn-key PV solar power systems or solar solutions, such as project development; engineering, procurement, and construction; and operating and maintenance services to utilities, independent power producers, commercial and industrial companies, and other system owners. The company was formerly known as First Solar Holdings, Inc. and changed its name to First Solar, Inc. in 2006. First Solar, Inc. was founded in 1999 and is headquartered in Tempe, Arizona.

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