COMPARE · Reviewed July 29, 2026
FSLR vs NXT
Verdict: Side-by-side breakdown using the Bull Rankings model. FSLR scored 70.6, NXT scored 54.2 — FSLR leads.
Compare another set
FSLR
First Solar, Inc.
70.6
$203.78 · $21.9B
fundamentals as of
Score gap
16.4
FSLR leads
NXT
Nextpower Inc.
54.2
$97.19 · $14.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
FSLR
stronger →← stronger
NXT
79
Qualityreturns · margins · balance sheet
92
50
Growthrevenue & earnings expansion
50
89
Valuevaluation vs sector peers
35
FSLR and NXT split the three pillars evenly.
Fundamentals, head-to-head
FSLR
NXT
$1.7bC+
FCF
$514mC+
+27.3%A-
Rev
+20.3%A-
0.06A-
D/E
0.02A-
13.2xA
P/E
25.3xB+
0.54A-
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
FSLR
NXT
11% below
Price vs fair valuelower is cheaper
111% above
~12%/yr
Growth the price implies10-yr FCF · lower = less priced in
~37%/yr
-14%
1-yr DCF upside
-63%
+12%
5-yr DCF upside
-53%
+60%
10-yr DCF upside
-33%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
FSLR
Why this score
- Cyclical growth
NXT
Why this score
- Durable high returns
- Cyclical growth
The companies
FSLRFirst Solar, Inc.
Why now
Solar · market cap $21.9b. Down 37% from 52-week high of $320.95 — deep drawdown territory. Revenue growing +27% — in hypergrowth territory. PEG 0.54 — paying under fair value for the growth rate. 28 sell-side analysts rate this a Buy with a mean 1-yr target of $256.36 (implying +26% upside).
Moat
Net margin 31% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 100% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 37% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.73 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
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.