Nextracker Inc. Class A Common Stock (NXT)vsComplete Solaria, Inc (SPWR)
NXT
Nextracker Inc. Class A Common Stock
$130.42
+4.45%
TECHNOLOGY · Cap: $18.78B
SPWR
Complete Solaria, Inc
$1.28
+3.23%
TECHNOLOGY · Cap: $148.23M
Smart Verdict
WallStSmart Research — data-driven comparison
Nextracker Inc. Class A Common Stock generates 1066% more annual revenue ($3.60B vs $308.94M). NXT leads profitability with a 16.4% profit margin vs 5.1%. SPWR trades at a lower P/E of 20.7x. NXT earns a higher WallStSmart Score of 62/100 (C+).
NXT
Buy62
out of 100
Grade: C+
SPWR
Hold37
out of 100
Grade: F
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
-287.8%
Fair Value
$0.41
Current Price
$1.28
$0.87 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
No standout strengths identified
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.0x book value
Distress zone — elevated risk
Expensive relative to growth rate
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
5.1% 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 : SPWR
Revenue growth of 11.6% demonstrates continued momentum.
Bear Case : NXT
The primary concerns for NXT are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : SPWR
The primary concerns for SPWR are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
NXT profiles as a growth stock while SPWR is a value play — different risk/reward profiles.
NXT carries more volatility with a beta of 2.42 — expect wider price swings.
NXT is growing revenue faster at 33.9% — sustainability is the question.
NXT generates stronger free cash flow (121M), providing more financial flexibility.
Bottom Line
NXT scores higher overall (62/100 vs 37/100), 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.
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