FTC Solar Inc (FTCI)vsNextracker Inc. Class A Common Stock (NXT)
FTCI
FTC Solar Inc
$5.05
+9.07%
TECHNOLOGY · Cap: $71.01M
NXT
Nextracker Inc. Class A Common Stock
$130.42
+4.45%
TECHNOLOGY · Cap: $18.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Nextracker Inc. Class A Common Stock generates 3515% more annual revenue ($3.60B vs $99.69M). NXT leads profitability with a 16.4% profit margin vs -77.2%. NXT earns a higher WallStSmart Score of 62/100 (C+).
FTCI
Avoid31
out of 100
Grade: F
NXT
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for FTCI.
Margin of Safety
-57.4%
Fair Value
$76.20
Current Price
$130.42
$54.22 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 148.9% year-over-year
Every $100 of equity generates 33 in profit
Revenue surging 33.9% year-over-year
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -6.5% — below average capital efficiency
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Trading at 9.0x book value
Distress zone — elevated risk
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : FTCI
The strongest argument for FTCI centers on Revenue Growth. Revenue growth of 148.9% 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 : FTCI
The primary concerns for FTCI are EPS Growth, Market Cap, Return on Equity.
Bear Case : NXT
The primary concerns for NXT are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
FTCI profiles as a hypergrowth 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.
FTCI is growing revenue faster at 148.9% — sustainability is the question.
NXT generates stronger free cash flow (121M), providing more financial flexibility.
Bottom Line
NXT scores higher overall (62/100 vs 31/100), backed by strong 16.4% margins and 33.9% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
FTC Solar Inc
TECHNOLOGY · SOLAR · USA
FTC Solar, Inc. provides solar tracking systems and software and engineering services in the United States and internationally. The company is headquartered in Austin, Texas.
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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