Canadian Solar Inc (CSIQ)vsNextracker Inc. Class A Common Stock (NXT)
CSIQ
Canadian Solar Inc
$13.72
+0.48%
TECHNOLOGY · Cap: $1.03B
NXT
Nextracker Inc. Class A Common Stock
$92.67
+4.56%
TECHNOLOGY · Cap: $16.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Canadian Solar Inc generates 54% more annual revenue ($5.48B 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 57/100 (C).
CSIQ
Buy57
out of 100
Grade: C
NXT
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+80.2%
Fair Value
$104.94
Current Price
$13.72
$91.22 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
Conservative balance sheet, low leverage
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 9.9%
Moderate valuation
Weak financial health signals
Expensive relative to growth rate
Revenue declined 4.7%
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 Debt/Equity, 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, Piotroski F-Score, PEG Ratio.
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 1.86 — 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 (57/100 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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