u/c-u-in-da-ballpit · 40d ago2 prior · awaiting results
Nextpower is one of the best deals in the market
Nextpower, the world's leading solar tracker maker with 55% US and 30% global market share, is trading at an attractive 15.9x forward P/E after a 45% pullback. The company has no debt, $1.2B cash, $5.8B of signed backlog, and expanding margins (36.6% adjusted gross margin last quarter), while trading below intrinsic value given its 25% return on capital and growth into adjacent markets like storage (estimated at $100B by 2033) and power conversion.