COMPARE · Reviewed July 29, 2026
ENPH vs NXT
Verdict: Side-by-side breakdown using the Bull Rankings model. ENPH scored 46.9, NXT scored 54.2 — NXT leads.
Compare another set
ENPH
Enphase Energy, Inc.
46.9
$36.83 · $4.9B
fundamentals as of
Score gap
7.3
NXT leads
NXT
Nextpower Inc.
54.2
$97.19 · $14.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
ENPH
stronger →← stronger
NXT
51
Qualityreturns · margins · balance sheet
92
37
Growthrevenue & earnings expansion
50
55
Valuevaluation vs sector peers
35
NXT is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ENPH
NXT
$145mC
FCF
$514mC+
-1.6%D+
Rev
+20.3%A-
0.56B
D/E
0.02A-
36.5xB
P/E
25.3xB+
1.03B+
PEG
3.64D
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ENPH
NXT
154% above
Price vs fair valuelower is cheaper
111% above
~36%/yr
Growth the price implies10-yr FCF · lower = less priced in
~37%/yr
-67%
1-yr DCF upside
-63%
-61%
5-yr DCF upside
-53%
-51%
10-yr DCF upside
-33%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ENPH
No notable signals flagged.
NXT
Why this score
- Durable high returns
- Cyclical growth
The companies
ENPHEnphase Energy, Inc.
Why now
Solar · market cap $4.9b. Down 50% from 52-week high of $73.74 — deep drawdown territory. 26 sell-side analysts rate this a Buy with a mean 1-yr target of $48.93 (implying +33% upside).
Moat
ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 107% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 50% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.61 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 36x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
NXTNextpower Inc.
Why now
Solar · market cap $14.9b. Down 40% from 52-week high of $163.13 — deep drawdown territory. Revenue growing +20%, comfortably above the S&P median. 28 sell-side analysts rate this a Buy with a mean 1-yr target of $148.61 (implying +53% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 25% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Down 40% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.86 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.