Nextracker Inc. Class A Common Stock (NXT)vsSolarEdge Technologies Inc (SEDG)
NXT
Nextracker Inc. Class A Common Stock
$114.39
-3.66%
TECHNOLOGY · Cap: $17.76B
SEDG
SolarEdge Technologies Inc
$51.73
+13.29%
TECHNOLOGY · Cap: $2.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Nextracker Inc. Class A Common Stock generates 204% more annual revenue ($3.60B vs $1.18B). NXT leads profitability with a 16.4% profit margin vs -34.2%. NXT appears more attractively valued with a PEG of 3.08. NXT earns a higher WallStSmart Score of 62/100 (C+).
NXT
Buy62
out of 100
Grade: C+
SEDG
Hold45
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-57.4%
Fair Value
$76.20
Current Price
$114.39
$38.19 premium
Intrinsic value data unavailable for SEDG.
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
Revenue surging 70.9% year-over-year
Earnings expanding 660.0% YoY
Areas to Watch
Premium valuation, high expectations priced in
Distress zone — elevated risk
Expensive relative to growth rate
Expensive relative to growth rate
ROE of -74.7% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
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 : SEDG
The strongest argument for SEDG centers on Revenue Growth, EPS Growth. Revenue growth of 70.9% demonstrates continued momentum.
Bear Case : NXT
The primary concerns for NXT are P/E Ratio, Altman Z-Score, PEG Ratio.
Bear Case : SEDG
The primary concerns for SEDG are PEG Ratio, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
NXT profiles as a growth stock while SEDG is a hypergrowth play — different risk/reward profiles.
NXT carries more volatility with a beta of 2.42 — expect wider price swings.
SEDG is growing revenue faster at 70.9% — sustainability is the question.
NXT generates stronger free cash flow (121M), providing more financial flexibility.
Bottom Line
NXT scores higher overall (62/100 vs 45/100), backed by strong 16.4% margins and 33.9% revenue growth. Both earn "Buy" 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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