COMPARE · Reviewed July 29, 2026
NXT vs SHLS
Verdict: Side-by-side breakdown using the Bull Rankings model. NXT scored 54.2, SHLS scored 60.7 — SHLS leads.
Compare another set
NXT
Nextpower Inc.
54.2
$97.19 · $14.9B
fundamentals as of
Score gap
6.5
SHLS leads
SHLS
Shoals Technologies Group Inc
60.7
$8.88 · $1.4B
The model, pillar by pillar (0–100 each)
NXT
stronger →← stronger
SHLS
92
Qualityreturns · margins · balance sheet
46
50
Growthrevenue & earnings expansion
98
35
Valuevaluation vs sector peers
50
SHLS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NXT
SHLS
$514mC+
FCF
-$77mF
+20.3%A-
Rev
+37.8%A
0.02A-
D/E
0.06A
25.3xB+
P/E
—
3.64D
PEG
1.05B+
—
P/S
2.5xA-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
NXT
SHLS
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
SHLS
No notable signals flagged.
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.
SHLSShoals Technologies Group Inc
Why now
Electrical Equipment · market cap $1.4b. Down 33% from 52-week high of $13.18 — deep drawdown territory. Revenue growing +38% — in hypergrowth territory.
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
Free cash flow is negative (-$77m) — capital raises or debt issuance likely required; dilution / leverage risk. Down 33% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.97 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.