Nextracker Inc. Class A Common Stock (NXT)vsSunrun Inc (RUN)
NXT
Nextracker Inc. Class A Common Stock
$131.57
+1.84%
TECHNOLOGY · Cap: $23.17B
RUN
Sunrun Inc
$13.36
-9.89%
TECHNOLOGY · Cap: $3.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Nextracker Inc. Class A Common Stock generates 12% more annual revenue ($3.56B vs $3.17B). RUN leads profitability with a 17.9% profit margin vs 16.5%. RUN appears more attractively valued with a PEG of 3.07. RUN earns a higher WallStSmart Score of 68/100 (B-).
NXT
Hold48
out of 100
Grade: D+
RUN
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for NXT.
Margin of Safety
+51.7%
Fair Value
$39.67
Current Price
$13.36
$26.32 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 25 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 43.2% year-over-year
Earnings expanding 214.4% YoY
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
Negative free cash flow — burning cash
Distress zone — elevated risk
Operating margin of -6.0%
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 : RUN
The strongest argument for RUN centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 17.9% and operating margin at -6.0%. Revenue growth of 43.2% demonstrates continued momentum.
Bear Case : NXT
The primary concerns for NXT are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : RUN
The primary concerns for RUN are PEG Ratio, Free Cash Flow, Altman Z-Score. Debt-to-equity of 4.45 is elevated, increasing financial risk.
Key Dynamics to Monitor
NXT profiles as a declining stock while RUN is a growth play — different risk/reward profiles.
RUN carries more volatility with a beta of 2.30 — expect wider price swings.
RUN is growing revenue faster at 43.2% — sustainability is the question.
NXT generates stronger free cash flow (154M), providing more financial flexibility.
Bottom Line
RUN scores higher overall (68/100 vs 48/100), backed by strong 17.9% margins and 43.2% 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 →Sunrun Inc
TECHNOLOGY · SOLAR · USA
Sunrun Inc. is dedicated to the design, development, installation, sale, ownership and maintenance of residential solar energy systems in the United States. The company is headquartered in San Francisco, California.
Visit Website →Compare with Other SOLAR Stocks
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