Alternative Energy Stocks SAND Sarah M., Andrew M., Nora M., Doug M.
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Transcript of Alternative Energy Stocks SAND Sarah M., Andrew M., Nora M., Doug M.
Alternative Energy Stocks
SANDSarah M., Andrew M., Nora M., Doug M.
NYSE: SI$60.81
4-star Morningstar rating◦ Consider Buy: $62.30◦ Consider Sell: $124.60
1.3 Yahoo rating◦ “Strong buys”
Siemens Industry
Net Profit Margin 3.10% 0.30%
ROA 2.8% 0.9%
ROE 8.6% 9.9%
Price/Earnings Ratio 15.66 9.29
Current Ratio 1.10 1.09
Quick Ratio 0.5 1.0
Total Debt/Equity 0.51 0.94
2007 2006 2005
Revenue ($mill) 112,591.8 110,798.0 90,896.1
Gross Profit 5,758.8 29,833.3 26,436.9
Operating Income
7,013.3 4,090.6 3,728.9
Total NI 3,449.5 3,848.3 2,708.4
Diluted EPS 3.82 4.14 2.92
NYSE: ABB$12.97
5-star Morningstar rating◦ “should offer an investor a return that's well
above the company's cost of equity”◦ Consider buy – $14.50 (5-star buy)◦ Consider sell - $58.00 (1-star buy)
1.3 Yahoo Analyst rating
Increased ROA four straight years
ABB Industry
Net Profit Margin 12.90% .60%
ROA 13.4% 0.5%
ROE 44.2% 9.6%
Price/Earnings Ratio 7.92 13.75
Current Ratio 1.60 1.56
Quick Ratio 1.30 1.30
Total Debt/Equity 28% 46%
2007 2006 2005
Revenue ($mil) 29,183 24,412 22,442
Gross Profit 8,968 6,871 5,612
Operating Income 4,023 2,586 1,742
Total NI 3,757 1,390 735
Diluted EPS 1.63 .63 .36
NYSE: STP Worldwide leader in the design and
manufacture of innovative solar energy solutions
Based in Wuxi, China 8,000 global employees Sales offices and installation partners in
North America, Europe, Asia, and Australia
Current Price: $16.35
ROE: 24.76%◦ Industry: 5.8%
ROA: 6.47% 1 Year Sales Growth:
◦ 125.1% 52 Week High: $90.00 52 Week Low: $11.50
Profitability:◦ Net Profit Margin- 13.24%◦ Operating Margin- 14.48%
Balance Sheet:◦ Total Cash- $752,770,000◦ Total Debt- $1,640,000,000
Yahoo Analyst Option◦ Mean Recommendation this week is 2
Good time to buy
Current News:◦ Since Suntech commenced business operations in
May 2002, they have grown rapidly to become one of the world’s top 10 manufacturers of photovoltaic, or PV, cells in 2007, based on production output, according to the March 2008 issue of Photon International.
Ultra-Clean, Efficient, Reliable Power
Efficiency◦ Operate at 47% electrical power efficiency
compared to 35% of fossil fuel powered plants Environmental Impact
◦ Low emission of pollutants Reliability
◦ Operates independently and has 95 % availability compared to 35% of wind and solar technologies
Fuel Flexibility◦ Uses methane from biogas generated by
manufacturing processes
Featured in Fortune Magazine ◦ The “coming of age” for fuel cell business◦ Benefits from financial rescue bill◦ CEO said their making three times as many fuel
cells as last year Will benefit from economies of scale
◦ Possibility of bringing in a billion dollars in revenue within a couple of years
Has not broken a profit ◦ High risk = high reward
36 month revenue growth of 191%◦ $33 million in 2006 to $48 million in 2007
Total debt to equity is only 0.06◦ Industry median is 0.32
Have plenty of cash◦ Net change in cash of $66.8 million in 2007
compared to $3.5 million in 2006
Current Price: $4.98
•NYSE: FSLR
•Based out of Tempe, Arizona
•One of the fastest growing manufacturers of solar modules in the world
•Offices/factories in 7 different countries
1 Year Chart:
Current Price: $152.09
ROE - 26%◦ Industry – 5.9%
ROA – 18.8%
1 year sales growth◦273.4%
52 week high - $317 52 week low – $95
Profitability:◦ Profit Margin (ttm):27.47%
Balance Sheet:◦ Total Cash (mrq):715.15M◦ Total Debt (mrq):167.50M◦ Total Debt/Equity (mrq):0.121
Yahoo Analyst Opinion – 2 (buy)
Current news◦ Cramer Calls First Solar (FSLR) His Top Pick if Obama Wins
Cramer began by pointing out that renewable energy companies will do better under an Obama administration, as he has pledged as much as $150 billion over the next 10 years toward this area.
◦ Trades on Solar Companies Show Optimism in Sector WallStreetJournal.com