Nextracker Inc. Class A Common Stock (NXT)vsPalantir Technologies Inc. (PLTR)
NXT
Nextracker Inc. Class A Common Stock
$131.57
+3.24%
TECHNOLOGY · Cap: $23.17B
PLTR
Palantir Technologies Inc.
$141.70
+5.25%
TECHNOLOGY · Cap: $364.80B
Smart Verdict
WallStSmart Research — data-driven comparison
Palantir Technologies Inc. generates 47% more annual revenue ($5.22B vs $3.56B). PLTR leads profitability with a 43.7% profit margin vs 16.5%. PLTR appears more attractively valued with a PEG of 2.30. PLTR earns a higher WallStSmart Score of 73/100 (B).
NXT
Hold48
out of 100
Grade: D+
PLTR
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for NXT.
Margin of Safety
-78.1%
Fair Value
$76.08
Current Price
$141.70
$65.62 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 25 in profit
Mega-cap, among the largest globally
Keeps 44 of every $100 in revenue as profit
Strong operational efficiency at 46.2%
Revenue surging 84.7% year-over-year
Earnings expanding 325.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
Trading at 8.4x book value
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 40.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : NXT
The strongest argument for NXT centers on Return on Equity. Profitability is solid with margins at 16.5% and operating margin at 18.2%.
Bull Case : PLTR
The strongest argument for PLTR centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 43.7% and operating margin at 46.2%. Revenue growth of 84.7% demonstrates continued momentum.
Bear Case : NXT
The primary concerns for NXT are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 172.9x leaves little room for execution misses.
Key Dynamics to Monitor
NXT profiles as a declining stock while PLTR is a growth play — different risk/reward profiles.
NXT carries more volatility with a beta of 1.60 — expect wider price swings.
PLTR is growing revenue faster at 84.7% — sustainability is the question.
PLTR generates stronger free cash flow (892M), providing more financial flexibility.
Bottom Line
PLTR scores higher overall (73/100 vs 48/100), backed by strong 43.7% margins and 84.7% revenue growth. Both earn "Strong 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 →Palantir Technologies Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palantir Technologies Inc. creates and implements software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations. The company is headquartered in Denver, Colorado.
Visit Website →Compare with Other SOLAR Stocks
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