Canadian Solar Inc (CSIQ)vsNextracker Inc. Class A Common Stock (NXT)
CSIQ
Canadian Solar Inc
$17.16
-11.86%
TECHNOLOGY · Cap: $1.29B
NXT
Nextracker Inc. Class A Common Stock
$131.57
+1.84%
TECHNOLOGY · Cap: $23.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Canadian Solar Inc generates 57% more annual revenue ($5.60B vs $3.56B). NXT leads profitability with a 16.5% profit margin vs -1.9%. CSIQ appears more attractively valued with a PEG of 0.16. CSIQ earns a higher WallStSmart Score of 55/100 (C).
CSIQ
Buy55
out of 100
Grade: C
NXT
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+80.8%
Fair Value
$108.76
Current Price
$17.16
$91.60 discount
Intrinsic value data unavailable for NXT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 300.0% YoY
Every $100 of equity generates 25 in profit
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
ROE of -4.4% — below average capital efficiency
Revenue declined 20.0%
Premium valuation, high expectations priced in
Trading at 8.4x book value
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CSIQ
The strongest argument for CSIQ centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.16 suggests the stock is reasonably priced for its growth.
Bull Case : NXT
The strongest argument for NXT centers on Return on Equity. Profitability is solid with margins at 16.5% and operating margin at 18.2%.
Bear Case : CSIQ
The primary concerns for CSIQ are Market Cap, Piotroski F-Score, Return on Equity. Debt-to-equity of 2.76 is elevated, increasing financial risk.
Bear Case : NXT
The primary concerns for NXT are P/E Ratio, Price/Book, Piotroski F-Score.
Key Dynamics to Monitor
CSIQ profiles as a turnaround stock while NXT is a declining play — different risk/reward profiles.
NXT carries more volatility with a beta of 1.60 — expect wider price swings.
NXT is growing revenue faster at -4.7% — sustainability is the question.
NXT generates stronger free cash flow (154M), providing more financial flexibility.
Bottom Line
CSIQ scores higher overall (55/100 vs 48/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Canadian Solar Inc
TECHNOLOGY · SOLAR · USA
Canadian Solar Inc. designs, develops, manufactures and sells solar ingots, wafers, cells, modules and other solar energy products. The company is headquartered in Guelph, Canada.
Nextracker Inc. Class A Common Stock
TECHNOLOGY · SOLAR · USA
Nextracker Inc., an energy solutions company, provides solar tracker solutions for PV projects. The company is headquartered in Fremont, California.
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