Canadian Solar Inc (CSIQ)vsNextracker Inc. Class A Common Stock (NXT)
CSIQ
Canadian Solar Inc
$14.26
+5.40%
TECHNOLOGY · Cap: $1.23B
NXT
Nextracker Inc. Class A Common Stock
$114.39
-3.66%
TECHNOLOGY · Cap: $17.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Canadian Solar Inc generates 64% more annual revenue ($5.90B vs $3.60B). CSIQ leads profitability with a 27.0% profit margin vs 16.4%. CSIQ appears more attractively valued with a PEG of 0.16. NXT earns a higher WallStSmart Score of 62/100 (C+).
CSIQ
Buy56
out of 100
Grade: C
NXT
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CSIQ.
Margin of Safety
-57.4%
Fair Value
$76.20
Current Price
$114.39
$38.19 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 300.0% YoY
Keeps 27 of every $100 in revenue as profit
Every $100 of equity generates 33 in profit
Revenue surging 33.9% year-over-year
Areas to Watch
Smaller company, higher risk/reward
Operating margin of 2.3%
ROE of -4.4% — below average capital efficiency
Revenue declined 130.0%
Premium valuation, high expectations priced in
Distress zone — elevated risk
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CSIQ
The strongest argument for CSIQ centers on PEG Ratio, Price/Book, EPS Growth. Profitability is solid with margins at 27.0% and operating margin at 2.3%. PEG of 0.16 suggests the stock is reasonably priced for its growth.
Bull 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.
Bear Case : CSIQ
The primary concerns for CSIQ are Market Cap, Operating Margin, Return on Equity.
Bear Case : NXT
The primary concerns for NXT are P/E Ratio, Altman Z-Score, PEG Ratio.
Key Dynamics to Monitor
CSIQ profiles as a declining stock while NXT is a growth 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 56/100), 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.
Canadian Solar Inc
TECHNOLOGY · SOLAR · USA
Canadian Solar Inc. designs, develops, manufactures and sells solar ingots, wafers, cells, modules and other solar energy products. The company is headquartered in Guelph, Canada.
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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