Nextracker Inc. Class A Common Stock (NXT)vsPalo Alto Networks Inc (PANW)
NXT
Nextracker Inc. Class A Common Stock
$92.67
+4.56%
TECHNOLOGY · Cap: $16.12B
PANW
Palo Alto Networks Inc
$314.15
+3.67%
TECHNOLOGY · Cap: $273.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 198% more annual revenue ($10.61B vs $3.56B). NXT leads profitability with a 16.5% profit margin vs 8.0%. NXT appears more attractively valued with a PEG of 3.71. NXT earns a higher WallStSmart Score of 48/100 (D+).
NXT
Hold48
out of 100
Grade: D+
PANW
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for NXT.
Margin of Safety
+32.8%
Fair Value
$467.52
Current Price
$314.15
$153.37 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Every $100 of equity generates 25 in profit
Mega-cap, among the largest globally
Revenue surging 31.1% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Moderate valuation
Weak financial health signals
Expensive relative to growth rate
Revenue declined 4.7%
Trading at 9.2x book value
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 31.1% demonstrates continued momentum.
Bear Case : NXT
The primary concerns for NXT are P/E Ratio, Piotroski F-Score, PEG Ratio.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Return on Equity, Profit Margin. A P/E of 294.1x leaves little room for execution misses.
Key Dynamics to Monitor
NXT profiles as a declining stock while PANW is a hypergrowth play — different risk/reward profiles.
NXT carries more volatility with a beta of 1.86 — expect wider price swings.
PANW is growing revenue faster at 31.1% — sustainability is the question.
PANW generates stronger free cash flow (788M), providing more financial flexibility.
Bottom Line
NXT scores higher overall (48/100 vs 47/100), backed by strong 16.5% margins. PANW offers better value entry with a 32.8% margin of safety. Both earn "Hold" 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.
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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