Nextracker Inc. Class A Common Stock (NXT)vsShoals Technologies Group Inc (SHLS)
NXT
Nextracker Inc. Class A Common Stock
$131.57
+1.84%
TECHNOLOGY · Cap: $23.17B
SHLS
Shoals Technologies Group Inc
$10.81
-15.35%
TECHNOLOGY · Cap: $2.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Nextracker Inc. Class A Common Stock generates 565% more annual revenue ($3.56B vs $535.53M). NXT leads profitability with a 16.5% profit margin vs 6.3%. SHLS appears more attractively valued with a PEG of 1.08. SHLS earns a higher WallStSmart Score of 60/100 (C+).
NXT
Hold48
out of 100
Grade: D+
SHLS
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for NXT.
Margin of Safety
+49.0%
Fair Value
$19.20
Current Price
$10.81
$8.39 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 25 in profit
Revenue surging 74.9% year-over-year
Earnings expanding 21.0% 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
ROE of 5.8% — below average capital efficiency
6.3% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 : SHLS
The strongest argument for SHLS centers on Revenue Growth, EPS Growth. Revenue growth of 74.9% demonstrates continued momentum. PEG of 1.08 suggests the stock is reasonably priced for its growth.
Bear Case : NXT
The primary concerns for NXT are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : SHLS
The primary concerns for SHLS are Return on Equity, Profit Margin, P/E Ratio. A P/E of 62.3x leaves little room for execution misses.
Key Dynamics to Monitor
NXT profiles as a declining stock while SHLS is a hypergrowth play — different risk/reward profiles.
SHLS carries more volatility with a beta of 1.74 — expect wider price swings.
SHLS is growing revenue faster at 74.9% — sustainability is the question.
NXT generates stronger free cash flow (154M), providing more financial flexibility.
Bottom Line
SHLS scores higher overall (60/100 vs 48/100) and 74.9% 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.
Visit Website →Shoals Technologies Group Inc
TECHNOLOGY · SOLAR · USA
Shoals Technologies Group, Inc. provides Electric Balance System (EBOS) solutions for solar energy projects in the United States. The company is headquartered in Portland, Tennessee.
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