Nextracker Inc. Class A Common Stock (NXT)vsSunrun Inc (RUN)
NXT
Nextracker Inc. Class A Common Stock
$114.39
-3.66%
TECHNOLOGY · Cap: $17.76B
RUN
Sunrun Inc
$12.22
-6.57%
TECHNOLOGY · Cap: $3.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Nextracker Inc. Class A Common Stock generates 22% more annual revenue ($3.60B vs $2.96B). NXT leads profitability with a 16.4% profit margin vs 15.2%. NXT appears more attractively valued with a PEG of 3.08. RUN earns a higher WallStSmart Score of 67/100 (B-).
NXT
Buy62
out of 100
Grade: C+
RUN
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-57.4%
Fair Value
$76.20
Current Price
$114.39
$38.19 premium
Margin of Safety
+76.1%
Fair Value
$80.03
Current Price
$12.22
$67.81 discount
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
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 123.5% year-over-year
Earnings expanding 95.7% YoY
Areas to Watch
Premium valuation, high expectations priced in
Distress zone — elevated risk
Expensive relative to growth rate
Expensive relative to growth rate
ROE of -22.1% — below average capital efficiency
Distress zone — elevated risk
Elevated debt levels
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 : RUN
The strongest argument for RUN centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 15.2% and operating margin at 8.4%. Revenue growth of 123.5% demonstrates continued momentum.
Bear Case : NXT
The primary concerns for NXT are P/E Ratio, Altman Z-Score, PEG Ratio.
Bear Case : RUN
The primary concerns for RUN are PEG Ratio, Return on Equity, Altman Z-Score. Debt-to-equity of 4.93 is elevated, increasing financial risk.
Key Dynamics to Monitor
RUN carries more volatility with a beta of 2.46 — expect wider price swings.
RUN is growing revenue faster at 123.5% — sustainability is the question.
NXT generates stronger free cash flow (121M), providing more financial flexibility.
Monitor SOLAR industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RUN scores higher overall (67/100 vs 62/100), backed by strong 15.2% margins and 123.5% revenue growth. Both earn "Strong 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 →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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