Maxeon Solar Technologies Ltd (MAXN)vsNextracker Inc. Class A Common Stock (NXT)
MAXN
Maxeon Solar Technologies Ltd
$1.59
+5.30%
TECHNOLOGY · Cap: $29.80M
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 1942% more annual revenue ($3.60B vs $176.41M). NXT leads profitability with a 16.4% profit margin vs 0.0%. MAXN trades at a lower P/E of 0.1x. NXT earns a higher WallStSmart Score of 62/100 (C+).
MAXN
Avoid23
out of 100
Grade: F
NXT
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+98.9%
Fair Value
$235.69
Current Price
$1.59
$234.10 discount
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
Attractively priced relative to earnings
Conservative balance sheet, low leverage
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
0.0% margin — thin
ROE of -2.9% — below average capital efficiency
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 : MAXN
The strongest argument for MAXN centers on P/E Ratio, Debt/Equity.
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 : MAXN
The primary concerns for MAXN are EPS Growth, Market Cap, Profit Margin.
Bear Case : NXT
The primary concerns for NXT are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
MAXN profiles as a value 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.
NXT generates stronger free cash flow (121M), providing more financial flexibility.
Bottom Line
NXT scores higher overall (62/100 vs 23/100), backed by strong 16.4% margins and 33.9% revenue growth. MAXN offers better value entry with a 98.9% margin of safety. 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.
Maxeon Solar Technologies Ltd
TECHNOLOGY · SOLAR · USA
Maxeon Solar Technologies, Ltd. designs, manufactures, markets and sells solar panels and related solar system components worldwide. The company is headquartered in Singapore.
Visit Website →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.
Visit Website →Compare with Other SOLAR Stocks
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