Nextracker Inc. Class A Common Stock (NXT)vsShoals Technologies Group Inc (SHLS)
NXT
Nextracker Inc. Class A Common Stock
$130.42
+4.45%
TECHNOLOGY · Cap: $18.78B
SHLS
Shoals Technologies Group Inc
$6.91
+0.88%
TECHNOLOGY · Cap: $1.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Nextracker Inc. Class A Common Stock generates 658% more annual revenue ($3.60B vs $475.33M). NXT leads profitability with a 16.4% profit margin vs 7.1%. SHLS appears more attractively valued with a PEG of 0.61. SHLS earns a higher WallStSmart Score of 70/100 (B-).
NXT
Buy62
out of 100
Grade: C+
SHLS
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-57.4%
Fair Value
$76.20
Current Price
$130.42
$54.22 premium
Margin of Safety
-21.2%
Fair Value
$8.08
Current Price
$6.91
$1.17 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
Revenue surging 38.6% year-over-year
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 21.0% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.0x book value
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 5.8% — below average capital efficiency
7.1% margin — thin
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 : SHLS
The strongest argument for SHLS centers on Revenue Growth, PEG Ratio, Price/Book. Revenue growth of 38.6% demonstrates continued momentum. PEG of 0.61 suggests the stock is reasonably priced for its growth.
Bear Case : NXT
The primary concerns for NXT are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : SHLS
The primary concerns for SHLS are P/E Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
NXT profiles as a growth stock while SHLS is a hypergrowth play — different risk/reward profiles.
NXT carries more volatility with a beta of 2.42 — expect wider price swings.
SHLS is growing revenue faster at 38.6% — sustainability is the question.
NXT generates stronger free cash flow (121M), providing more financial flexibility.
Bottom Line
SHLS scores higher overall (70/100 vs 62/100) and 38.6% 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 →Shoals Technologies Group Inc
TECHNOLOGY · SOLAR · USA
Shoals Technologies Group, Inc. provides Electric Balance System (EBOS) solutions for solar energy projects in the United States. The company is headquartered in Portland, Tennessee.
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