Nextracker Inc. Class A Common Stock (NXT)vsPalo Alto Networks Inc (PANW)
NXT
Nextracker Inc. Class A Common Stock
$120.03
+0.15%
TECHNOLOGY · Cap: $18.05B
PANW
Palo Alto Networks Inc
$147.02
-5.97%
TECHNOLOGY · Cap: $119.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 175% more annual revenue ($9.89B vs $3.60B). NXT leads profitability with a 16.4% profit margin vs 13.0%. PANW appears more attractively valued with a PEG of 2.94. NXT earns a higher WallStSmart Score of 62/100 (C+).
NXT
Buy62
out of 100
Grade: C+
PANW
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-57.4%
Fair Value
$76.20
Current Price
$120.03
$43.83 premium
Margin of Safety
-75.5%
Fair Value
$83.77
Current Price
$147.02
$63.25 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Revenue surging 33.9% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
Premium valuation, high expectations priced in
Trading at 8.3x book value
Expensive relative to growth rate
Trading at 11.0x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : PANW
The strongest argument for PANW centers on EPS Growth, Debt/Equity, Market Cap. Revenue growth of 14.9% demonstrates continued momentum.
Bear Case : NXT
The primary concerns for NXT are P/E Ratio, Price/Book, PEG Ratio.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 82.1x leaves little room for execution misses.
Key Dynamics to Monitor
NXT profiles as a growth stock while PANW is a value 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.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Bottom Line
NXT scores higher overall (62/100 vs 58/100), backed by strong 16.4% margins and 33.9% revenue growth. Both earn "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.
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 →Palo Alto Networks Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palo Alto Networks, Inc. provides cybersecurity platform solutions globally. The company is headquartered in Santa Clara, California.
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