Allot Communications Ltd (ALLT)vsVuzix Corp Cmn Stk (VUZI)
ALLT
Allot Communications Ltd
$7.40
-4.70%
TECHNOLOGY · Cap: $400.19M
VUZI
Vuzix Corp Cmn Stk
$4.23
+3.05%
TECHNOLOGY · Cap: $259.45M
Smart Verdict
WallStSmart Research — data-driven comparison
Allot Communications Ltd generates 1628% more annual revenue ($105.27M vs $6.09M). ALLT leads profitability with a 5.7% profit margin vs 0.0%. ALLT earns a higher WallStSmart Score of 59/100 (C).
ALLT
Buy59
out of 100
Grade: C
VUZI
Avoid16
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-18.9%
Fair Value
$8.59
Current Price
$7.39
$1.20 premium
Margin of Safety
+40.5%
Fair Value
$4.15
Current Price
$4.23
$0.08 discount
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
Conservative balance sheet, low leverage
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
Trading at 14.1x book value
0.0% earnings growth
Smaller company, higher risk/reward
0.0% 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 : VUZI
The strongest argument for VUZI centers on Debt/Equity.
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 : VUZI
The primary concerns for VUZI are Price/Book, EPS Growth, Market Cap.
Key Dynamics to Monitor
VUZI carries more volatility with a beta of 1.69 — expect wider price swings.
ALLT is growing revenue faster at 14.1% — sustainability is the question.
ALLT generates stronger free cash flow (10M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ALLT scores higher overall (59/100 vs 16/100) and 14.1% revenue growth. VUZI offers better value entry with a 40.5% margin of safety. Both earn "Buy" and "Avoid" 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.
Vuzix Corp Cmn Stk
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Vuzix Corporation designs, manufactures, markets and sells augmented reality (AR) computing and display devices for consumer and business markets in North America, Asia-Pacific, Europe, and internationally. The company is headquartered in West Henrietta, New York.
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