Allot Communications Ltd (ALLT)vsTurtle Beach Corporation (TBCH)
ALLT
Allot Communications Ltd
$7.40
-4.70%
TECHNOLOGY · Cap: $400.19M
TBCH
Turtle Beach Corporation
$12.51
0.00%
TECHNOLOGY · Cap: $265.76M
Smart Verdict
WallStSmart Research — data-driven comparison
Turtle Beach Corporation generates 183% more annual revenue ($298.19M vs $105.27M). ALLT leads profitability with a 5.7% profit margin vs 0.4%. ALLT appears more attractively valued with a PEG of 0.83. ALLT earns a higher WallStSmart Score of 59/100 (C).
ALLT
Buy59
out of 100
Grade: C
TBCH
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-18.9%
Fair Value
$8.59
Current Price
$7.39
$1.20 premium
Intrinsic value data unavailable for TBCH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 817.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
ROE of 5.2% — below average capital efficiency
5.7% margin — thin
Premium valuation, high expectations priced in
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 1.1% — below average capital efficiency
0.4% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : ALLT
The strongest argument for ALLT centers on EPS Growth, Debt/Equity, PEG Ratio. Revenue growth of 14.1% demonstrates continued momentum. PEG of 0.83 suggests the stock is reasonably priced for its growth.
Bull Case : TBCH
The strongest argument for TBCH centers on PEG Ratio, Price/Book. PEG of 1.00 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 62.9x leaves little room for execution misses.
Bear Case : TBCH
The primary concerns for TBCH are Altman Z-Score, Market Cap, Return on Equity. A P/E of 669.5x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
TBCH carries more volatility with a beta of 2.29 — expect wider price swings.
ALLT is growing revenue faster at 14.1% — sustainability is the question.
TBCH generates stronger free cash flow (29M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ALLT scores higher overall (59/100 vs 43/100) and 14.1% 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.
Turtle Beach Corporation
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Turtle Beach Corporation is an audio technology company in North America, Europe, the Middle East, and the Asia Pacific. The company is headquartered in White Plains, New York.
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