First Solar Inc (FSLR)vsNextracker Inc. Class A Common Stock (NXT)
FSLR
First Solar Inc
$192.82
-3.42%
TECHNOLOGY · Cap: $21.41B
NXT
Nextracker Inc. Class A Common Stock
$114.39
-3.66%
TECHNOLOGY · Cap: $17.76B
Smart Verdict
WallStSmart Research — data-driven comparison
First Solar Inc generates 45% more annual revenue ($5.22B vs $3.60B). FSLR leads profitability with a 29.3% profit margin vs 16.4%. FSLR appears more attractively valued with a PEG of 0.50. FSLR earns a higher WallStSmart Score of 80/100 (B+).
FSLR
Strong Buy80
out of 100
Grade: B+
NXT
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.7%
Fair Value
$664.56
Current Price
$192.82
$471.74 discount
Margin of Safety
-57.4%
Fair Value
$76.20
Current Price
$114.39
$38.19 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Strong operational efficiency at 32.6%
Keeps 29 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 32.3% YoY
Every $100 of equity generates 33 in profit
Revenue surging 33.9% year-over-year
Areas to Watch
No major concerns identified
Premium valuation, high expectations priced in
Distress zone — elevated risk
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : FSLR
The strongest argument for FSLR centers on PEG Ratio, Operating Margin, Profit Margin. Profitability is solid with margins at 29.3% and operating margin at 32.6%. Revenue growth of 11.1% demonstrates continued momentum.
Bull Case : NXT
The strongest argument for NXT centers on Return on Equity, Revenue Growth. Profitability is solid with margins at 16.4% and operating margin at 19.4%. Revenue growth of 33.9% demonstrates continued momentum.
Bear Case : FSLR
No major red flags identified for FSLR, but monitor valuation.
Bear Case : NXT
The primary concerns for NXT are P/E Ratio, Altman Z-Score, PEG Ratio.
Key Dynamics to Monitor
FSLR profiles as a mature stock while NXT is a growth play — different risk/reward profiles.
NXT carries more volatility with a beta of 2.42 — expect wider price swings.
NXT is growing revenue faster at 33.9% — sustainability is the question.
FSLR generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
FSLR scores higher overall (80/100 vs 62/100), backed by strong 29.3% margins and 11.1% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
First Solar Inc
TECHNOLOGY · SOLAR · USA
First Solar, Inc. offers solar photovoltaic (PV) solutions in the United States, Japan, France, Canada, India, Australia, and internationally. The company is headquartered in Tempe, Arizona.
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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