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Technology Stocks : Energy Conversion Devices
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To: muzosi who wrote (8245)3/13/2007 6:26:19 PM
From: James Connolly  Read Replies (2) of 8393
 
Does anyone have a cost of production per watt for ENER solar ? FSLR's cost of production is $1.25 per watt as outlined in their last Q results. I'm trying to figure out why FSLR is valued so much higher than ENER.

However if you compare the two: Rev = last Q X 4
ENER revenue 76.8m = (19.2X4), Market cap = 1.24B
FSLR revenue 210m = (52.7X4), Market cap = 3.9B

If you look at last quarters revenue X4 divided into the market cap you get. I kind of Enterprise Value/Revenue.

ENER = 16
FSLR = 18.6

So the two solar units are not that different. I think ENER will have to show some serious sequential rev growth just like FSLR before it takes off.

Thanks
James.
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