Blackbaud Inc (BLKB)vsTurtle Beach Corporation (TBCH)
BLKB
Blackbaud Inc
$42.18
+17.39%
TECHNOLOGY · Cap: $1.49B
TBCH
Turtle Beach Corporation
$12.26
+2.42%
TECHNOLOGY · Cap: $258.21M
Smart Verdict
WallStSmart Research — data-driven comparison
Blackbaud Inc generates 282% more annual revenue ($1.14B vs $298.19M). BLKB leads profitability with a 12.4% profit margin vs 0.4%. BLKB appears more attractively valued with a PEG of 0.36. BLKB earns a higher WallStSmart Score of 68/100 (B-).
BLKB
Strong Buy68
out of 100
Grade: B-
TBCH
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.4%
Fair Value
$79.25
Current Price
$42.18
$37.07 discount
Intrinsic value data unavailable for TBCH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 42 in profit
Earnings expanding 651.0% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
4.2% revenue growth
Smaller company, higher risk/reward
Trading at 55.5x book value
Distress zone — elevated risk
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 : BLKB
The strongest argument for BLKB centers on PEG Ratio, P/E Ratio, Return on Equity. PEG of 0.36 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 0.98 suggests the stock is reasonably priced for its growth.
Bear Case : BLKB
The primary concerns for BLKB are Revenue Growth, Market Cap, Price/Book. Debt-to-equity of 34.33 is elevated, increasing financial risk.
Bear Case : TBCH
The primary concerns for TBCH are Altman Z-Score, Market Cap, Return on Equity. A P/E of 650.5x 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 2.28 — expect wider price swings.
BLKB is growing revenue faster at 4.2% — sustainability is the question.
BLKB generates stronger free cash flow (50M), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BLKB scores higher overall (68/100 vs 43/100). Both earn "Strong 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.
Blackbaud Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Blackbaud, Inc. provides cloud software solutions to nonprofits, foundations, businesses, educational institutions, healthcare organizations, and other social concern entities in the United States and internationally. The company is headquartered in Charleston, South Carolina.
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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