COMPARE · Reviewed July 29, 2026
NXT vs RUN
Verdict: Side-by-side breakdown using the Bull Rankings model. NXT scored 54.2, RUN scored 29.7 — NXT leads.
Compare another set
NXT
Nextpower Inc.
54.2
$97.19 · $14.9B
fundamentals as of
Score gap
24.5
NXT leads
RUN
Sunrun Inc.
29.7
$9.53 · $2.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
NXT
stronger →← stronger
RUN
92
Qualityreturns · margins · balance sheet
13
50
Growthrevenue & earnings expansion
50
35
Valuevaluation vs sector peers
40
NXT and RUN split the three pillars evenly.
Fundamentals, head-to-head
NXT
RUN
$514mC+
FCF
-$308mF
+20.3%A-
Rev
+52.4%A
0.02A-
D/E
3.00D
25.3xB+
P/E
—
3.64D
PEG
3.07D
—
P/S
0.7xA
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
NXT
RUN
111% above
Price vs fair valuelower is cheaper
—
~37%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-63%
1-yr DCF upside
—
-53%
5-yr DCF upside
—
-33%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
NXT
Why this score
- Durable high returns
- Cyclical growth
RUN
Why this score
- Diluting shareholders
- Cyclical growth
The companies
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.
RUNSunrun Inc.
Why now
Solar · market cap $2.3b. Down 58% from 52-week high of $22.44 — deep drawdown territory. Revenue growing +52% — in hypergrowth territory. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $18.84 (implying +98% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
D/E 3.00 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Free cash flow is negative (-$308m) — capital raises or debt issuance likely required; dilution / leverage risk. Down 58% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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.