First Solar Inc (FSLR)vsNextracker Inc. Class A Common Stock (NXT)
FSLR
First Solar Inc
$199.24
-1.65%
TECHNOLOGY · Cap: $22.78B
NXT
Nextracker Inc. Class A Common Stock
$92.67
-2.81%
TECHNOLOGY · Cap: $16.12B
Smart Verdict
WallStSmart Research — data-driven comparison
First Solar Inc generates 52% more annual revenue ($5.42B vs $3.56B). FSLR leads profitability with a 30.7% profit margin vs 16.5%. FSLR appears more attractively valued with a PEG of 0.56. FSLR earns a higher WallStSmart Score of 82/100 (A-).
FSLR
Exceptional Buy82
out of 100
Grade: A-
NXT
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+19.3%
Fair Value
$251.03
Current Price
$199.24
$51.79 discount
Intrinsic value data unavailable for NXT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 33.1%
Earnings expanding 65.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Conservative balance sheet, low leverage
Every $100 of equity generates 25 in profit
Areas to Watch
Negative free cash flow — burning cash
Moderate valuation
Weak financial health signals
Expensive relative to growth rate
Revenue declined 4.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : FSLR
The strongest argument for FSLR centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 30.7% and operating margin at 33.1%. Revenue growth of 23.6% demonstrates continued momentum.
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 : FSLR
The primary concerns for FSLR are Free Cash Flow.
Bear Case : NXT
The primary concerns for NXT are P/E Ratio, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
FSLR profiles as a growth 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.
FSLR is growing revenue faster at 23.6% — sustainability is the question.
NXT generates stronger free cash flow (154M), providing more financial flexibility.
Bottom Line
FSLR scores higher overall (82/100 vs 48/100), backed by strong 30.7% margins and 23.6% revenue growth. Both earn "Exceptional 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.
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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