Added to YB: 2024-06-28
Pitch date: 2024-06-28
NXT [bullish]
Nextpower Inc.
+157.71%
current return
Author Info
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Company Info
Nextpower Inc. provides solar and energy technology solutions for utility-scale power plants in the United States and internationally.
Market Cap
$20.0B
Pitch Price
$46.96
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.93
P/E
35.02
EV/Sales
5.30
Sector
Electrical Equipment
Category
growth
Show full summary:
Nextracker Inc. (NXT): Positioned for Success in the Booming Solar Industry
NXT: Solar tracker leader, ~1/3 global mkt share. 30% yield boost. $4bn backlog vs $2.5bn rev. 20%+ EBITDA margin, 70% FCF conv. $300m net cash. HSD EBITDA multiple, mid-teens P/E. Risks: Trump presidency, pricing pressure. Bull case: high 20s CAGR, M&A potential, trusted CEO. Capacity constrained, strong customer feedback.
Read full article (2 min)