u/broengineer · 3h agono track record yet
Nextpower (NXT) is my favourite GARP
Nextpower is a high-quality compounder with a strong moat in solar trackers (600+ patents, 99% market penetration), a $5B+ backlog, and a disciplined management team executing on a bundling strategy to increase revenue per project. The company trades at 21x trailing earnings with 27% historical CAGR, reasonable margin stability despite tariff headwinds, and a fortress balance sheet ($1.2B cash, zero debt), supporting a fair-value estimate of ~$139/share.
Now $82.8414m ago