Nextracker Inc. Class A Common Stock (NXT)vsSolarEdge Technologies Inc (SEDG)
NXT
Nextracker Inc. Class A Common Stock
$131.57
+1.84%
TECHNOLOGY · Cap: $23.17B
SEDG
SolarEdge Technologies Inc
$63.17
-13.63%
TECHNOLOGY · Cap: $4.35B
Smart Verdict
WallStSmart Research — data-driven comparison
Nextracker Inc. Class A Common Stock generates 179% more annual revenue ($3.56B vs $1.28B). NXT leads profitability with a 16.5% profit margin vs -28.6%. SEDG appears more attractively valued with a PEG of 4.61. NXT earns a higher WallStSmart Score of 48/100 (D+).
NXT
Hold48
out of 100
Grade: D+
SEDG
Hold45
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 25 in profit
Revenue surging 41.5% year-over-year
Earnings expanding 660.0% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 8.4x book value
Weak financial health signals
Expensive relative to growth rate
Trading at 8.9x book value
Expensive relative to growth rate
ROE of -88.7% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : NXT
The strongest argument for NXT centers on Return on Equity. Profitability is solid with margins at 16.5% and operating margin at 18.2%.
Bull Case : SEDG
The strongest argument for SEDG centers on Revenue Growth, EPS Growth. Revenue growth of 41.5% demonstrates continued momentum.
Bear Case : NXT
The primary concerns for NXT are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : SEDG
The primary concerns for SEDG are Price/Book, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
NXT profiles as a declining stock while SEDG is a hypergrowth play — different risk/reward profiles.
NXT carries more volatility with a beta of 1.60 — expect wider price swings.
SEDG is growing revenue faster at 41.5% — sustainability is the question.
NXT generates stronger free cash flow (154M), providing more financial flexibility.
Bottom Line
NXT scores higher overall (48/100 vs 45/100), backed by strong 16.5% margins. 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 →SolarEdge Technologies Inc
TECHNOLOGY · SOLAR · USA
SolarEdge Technologies, Inc. designs, develops and sells optimized direct current (DC) inverter systems for solar photovoltaic (PV) installations worldwide. The company is headquartered in Herzliya, Israel.
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