Nextracker Inc. Class A Common Stock (NXT)vsPalantir Technologies Inc. (PLTR)
NXT
Nextracker Inc. Class A Common Stock
$120.03
+0.15%
TECHNOLOGY · Cap: $18.05B
PLTR
Palantir Technologies Inc.
$143.06
-3.05%
TECHNOLOGY · Cap: $342.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Palantir Technologies Inc. generates 24% more annual revenue ($4.48B vs $3.60B). PLTR leads profitability with a 36.3% profit margin vs 16.4%. PLTR appears more attractively valued with a PEG of 2.98. PLTR earns a higher WallStSmart Score of 73/100 (B).
NXT
Buy62
out of 100
Grade: C+
PLTR
Strong Buy73
out of 100
Grade: B
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
-337.0%
Fair Value
$29.48
Current Price
$143.06
$113.58 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
Mega-cap, among the largest globally
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 40.9%
Revenue surging 70.0% year-over-year
Earnings expanding 648.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
Trading at 8.3x book value
Expensive relative to growth rate
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 46.3x book value
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 : PLTR
The strongest argument for PLTR centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 36.3% and operating margin at 40.9%. Revenue growth of 70.0% demonstrates continued momentum.
Bear Case : NXT
The primary concerns for NXT are P/E Ratio, Price/Book, PEG Ratio.
Bear Case : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 227.1x leaves little room for execution misses.
Key Dynamics to Monitor
NXT carries more volatility with a beta of 2.42 — expect wider price swings.
PLTR is growing revenue faster at 70.0% — sustainability is the question.
PLTR generates stronger free cash flow (764M), providing more financial flexibility.
Monitor SOLAR industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLTR scores higher overall (73/100 vs 62/100), backed by strong 36.3% margins and 70.0% revenue growth. Both earn "Strong 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 →Palantir Technologies Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palantir Technologies Inc. creates and implements software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations. The company is headquartered in Denver, Colorado.
Visit Website →Compare with Other SOLAR Stocks
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