Nextracker Inc. Class A Common Stock (NXT)vsSynopsys Inc (SNPS)
NXT
Nextracker Inc. Class A Common Stock
$120.03
+0.15%
TECHNOLOGY · Cap: $18.05B
SNPS
Synopsys Inc
$380.47
+0.70%
TECHNOLOGY · Cap: $72.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Synopsys Inc generates 122% more annual revenue ($8.01B vs $3.60B). NXT leads profitability with a 16.4% profit margin vs 13.8%. SNPS appears more attractively valued with a PEG of 2.77. NXT earns a higher WallStSmart Score of 62/100 (C+).
NXT
Buy62
out of 100
Grade: C+
SNPS
Buy51
out of 100
Grade: C-
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
-759.4%
Fair Value
$44.27
Current Price
$380.47
$336.20 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 65.5% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 8.3x book value
Expensive relative to growth rate
ROE of 5.5% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : SNPS
The strongest argument for SNPS centers on Revenue Growth, Market Cap, Price/Book. Revenue growth of 65.5% demonstrates continued momentum.
Bear Case : NXT
The primary concerns for NXT are P/E Ratio, Price/Book, PEG Ratio.
Bear Case : SNPS
The primary concerns for SNPS are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 58.4x leaves little room for execution misses.
Key Dynamics to Monitor
NXT carries more volatility with a beta of 2.42 — expect wider price swings.
SNPS is growing revenue faster at 65.5% — sustainability is the question.
SNPS generates stronger free cash flow (822M), providing more financial flexibility.
Monitor SOLAR industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NXT scores higher overall (62/100 vs 51/100), backed by strong 16.4% margins and 33.9% revenue growth. Both earn "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 →Synopsys Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Synopsys is an American electronic design automation company that focuses on silicon design and verification, silicon intellectual property and software security and quality. Products include logic synthesis, behavioral synthesis, place and route, static timing analysis, formal verification, hardware description language (SystemC, SystemVerilog/Verilog, VHDL) simulators, and transistor-level circuit simulation.
Visit Website →Compare with Other SOLAR Stocks
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