Nextpower Inc. · Semiconductors

NXT

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The short version

A profitable company with steady sales.

Going well

Profitable, keeps 17% of sales as profit
Sales up 20% last year
Brings in more cash than it spends

Money moves

No insider buying or selling in the last 30 days
Institutions added 0.2% to their holdings in the quarter ending June 2026 (358 bought, 343 sold)
Held by Ray Dalio (Bridgewater), Terry Smith (Fundsmith)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$76.49-3.0% that day

Company value: $10.4B; Share price times all shares
Price vs profit (P/E): 19.8x; You pay about $20 for each $1 of yearly profit
Price vs sales: 2.9x; Company value is 2.9 times a year of sales
Cash vs value: 12%; Cash as a share of company value

From NXT's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jul '26

$935.2M+8.2% vs a year earlier

Sep '23Tap a barJul '26

Last 12 months: $3.6B, up 17% from the 12 months before. Over 5 years, sales grew about 24% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of NXT. Starting points are the company's recent numbers.

Sales growth+17% a yearRecently: +17% a yearProfit margin16%Last 12 months: 16.4%P/E at the end20xToday: 19.8x. Many steady companies trade at 12x to 25xShare count change+2% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$8.0B

Profit in 5 years$1.3B

Price these guesses point to$168.95+121% vs $76.49 todayAbout +17% a year, before dividends

What today's price needs: with a 16% margin and a 20x P/E, sales could shrink about 0.1% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/7Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.32.8%
PassDebt under half of equityNot relying on borrowed money.0.00x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.16.5%
MissProfitable every yearSteady profits, not one good year.4 of 6 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$513.6M
MissShare count not growingNot diluting owners. Falling means buybacks.+4.7% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.32.6%

Revenue: $3.6B; +20.3% vs prior year
5-year growth: +24.4%/yr; revenue, per year
Total debt: None; 0.00x equity
Current ratio: 2.36x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.