Allot Communications Ltd (ALLT)vsGoPro Inc (GPRO)
ALLT
Allot Communications Ltd
$7.34
+1.52%
TECHNOLOGY · Cap: $353.71M
GPRO
GoPro Inc
$1.65
+10.74%
TECHNOLOGY · Cap: $225.76M
Smart Verdict
WallStSmart Research — data-driven comparison
GoPro Inc generates 539% more annual revenue ($651.54M vs $101.99M). ALLT leads profitability with a 3.6% profit margin vs -14.3%. GPRO appears more attractively valued with a PEG of 0.73. ALLT earns a higher WallStSmart Score of 55/100 (C-).
ALLT
Buy55
out of 100
Grade: C-
GPRO
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-4.1%
Fair Value
$9.81
Current Price
$7.34
$2.47 premium
Intrinsic value data unavailable for GPRO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 817.0% YoY
Growing faster than its price suggests
Growing faster than its price suggests
Areas to Watch
Smaller company, higher risk/reward
ROE of 4.5% — below average capital efficiency
3.6% margin — thin
Premium valuation, high expectations priced in
0.4% revenue growth
Smaller company, higher risk/reward
ROE of -81.9% — below average capital efficiency
Earnings declined 93.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : ALLT
The strongest argument for ALLT centers on EPS Growth, PEG Ratio. Revenue growth of 14.0% demonstrates continued momentum. PEG of 0.83 suggests the stock is reasonably priced for its growth.
Bull Case : GPRO
The strongest argument for GPRO centers on PEG Ratio. PEG of 0.73 suggests the stock is reasonably priced for its growth.
Bear Case : ALLT
The primary concerns for ALLT are Market Cap, Return on Equity, Profit Margin. A P/E of 90.4x leaves little room for execution misses. Thin 3.6% margins leave little buffer for downturns.
Bear Case : GPRO
The primary concerns for GPRO are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
ALLT profiles as a value stock while GPRO is a turnaround play — different risk/reward profiles.
GPRO carries more volatility with a beta of 1.66 — expect wider price swings.
ALLT is growing revenue faster at 14.0% — sustainability is the question.
GPRO generates stronger free cash flow (15M), providing more financial flexibility.
Bottom Line
ALLT scores higher overall (55/100 vs 39/100) and 14.0% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Allot Communications Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Allot Ltd. provides network intelligence and security solutions to protect and personalize the digital experience in Europe, Asia, Oceania, the Middle East, Africa and the Americas. The company is headquartered in Hod-Hasharon, Israel.
GoPro Inc
TECHNOLOGY · CONSUMER ELECTRONICS · USA
GoPro, Inc. develops and sells mountable and portable cameras, drones, and accessories in the United States and internationally. The company is headquartered in San Mateo, California.
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