Nextpower Inc. Class A Common Stock (NXT)

FairStock Score: 65/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

As a value investor, I ask whether the business is durable and the price is sensible. Nextpower supplies solar trackers and technology for utility-scale power plants. The numbers show quality: in fiscal Q1 2027, the quarter ended 2026-07-03, revenue was $935.2 million, net income $165.4 million, and diluted EPS $1.07. For FY2026, the year ended 2026-03-31, revenue was $3.6 billion, net income $585.9 million, and diluted EPS $3.84. That compares with FY2025 revenue of $3.0 billion, net income $509.2 million, and EPS $3.47, and FY2024 revenue of $2.5 billion, net income $306.2 million, and EPS $3.37. The balance sheet is conservative: debt-to-equity is 0.02 and the Altman Z-score is 5.16. Returns are good, with ROE of 27.22% and ROCE of 11.68%. Trailing free cash flow is $548.7 million, a 4.0% FCF yield. I do not see a wide moat; ROCE of 11.68% is only moderate. Price is the problem. At the 2026-10-13 close of $88.77, market cap is $13.8 billion. FairStock calculates P/E of 22.94, P/B of 5.27, PEG of 4.41, and EV/EBITDA of 16.59. The Graham Number is $38.32, leaving a margin of safety of negative 131.65%. Piotroski F-score is 6/9. The supplied company data show revenue growth of 8.21% and profit growth of 5.20%. FairStock calls it a FAST GROWER, citing 700.3% annual profit growth over three years and 23.2% revenue growth, but that is backward-looking. The business is good; the stock is not cheap. I would want a wider discount before feeling margin of safety.

In plain English: Nextpower sells solar tracking and energy technology used by large solar power plants. The business looks financially strong, with growing profits, little debt, and good cash generation. But the stock price looks expensive compared with those profits and the company's net assets, so there is little cushion if growth slows.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q1 2027 10-Q (period ended 2026-07-03) · fiscal Q3 2026 10-Q (period ended 2025-12-31) · fiscal Q2 2026 10-Q (period ended 2025-09-26) · fiscal Q1 2026 10-Q (period ended 2025-06-27) · FY2026 10-K (period ended 2026-03-31) · FY2025 10-K (period ended 2025-03-31) · FY2024 10-K (period ended 2024-03-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer