Based on the aggregated intelligence of 140,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, solar power-cell maker First Solar (NASDAQ:FSLR) has received a distressing two-star ranking.

With that in mind, let's take a closer look at First Solar's business and see what CAPS investors are saying about the stock right now.

First Solar facts

Headquarters (Founded)

Tempe, Ariz. (1999)

Market Cap

$13.1 billion


Specialized semiconductor

Trailing-12-Month Revenue

$1.73 billion


CEO Robert Gillette (since October 2009)
CFO Jens Meyerhoff (since May 2006)

Return on Capital (Average, Past 3 Years)


Price-to-Cash Flow (FSLR and S&P 500)

30.2 and 6.8


Suntech Power (NYSE:STP)
Yingli Green Energy (NYSE:YGE)

CAPS Members Bearish on FSLR Also Bearish on (NASDAQ:AMZN)

CAPS Members Bullish on FSLR Also Bullish on


Sources: Capital IQ (a division of Standard & Poor's) and Motley Fool CAPS.

On CAPS, 20% of the 3,715 members who have rated First Solar believe the stock will underperform the S&P 500 going forward. These bears include All-Star Grza29, who is ranked in the top 20% of our community, and ArgusPanoptes.

Earlier this month, Grza29 touched on the dark cloud hovering over First Solar's moat: "Cost advantage of thin-film has been erased by the drop of polysilicon, putting [First Solar] in a commodity pricing environment against the PV makers."

In a pitch from last month, ArgusPanoptes also focused on the not-so-sunny side of things:

It's a hot potato isn't it? All that money rushing so fast ... into an industry where a small change could be the big difference. There are too many smart people with upcoming products, preparing to cut into the pie. Company will succeed in their vision, but the stock won't be the vision of the shareholders. The push into the physical reality of big solar will be slow and steady but mostly slow.

What do you think about First Solar, or any other stock for that matter? Make your voice heard on Motley Fool CAPS today. The CAPS community is waiting to hear your opinions. CAPS is 100% free, so get started!

Fool contributor Brian Pacampara owns no position in any of the companies mentioned. First Solar, Suntech, and Google are Motley Fool Rule Breakers recommendations. Amazon and Apple are selections of Stock Advisor. The Fool's disclosure policy always gets a perfect score.