WallStSmart

Confluent Inc (CFLT)vsGoPro Inc (GPRO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Confluent Inc generates 105% more annual revenue ($1.17B vs $568.59M). CFLT leads profitability with a -0.3% profit margin vs -28.5%. GPRO appears more attractively valued with a PEG of 0.73. GPRO earns a higher WallStSmart Score of 37/100 (F).

CFLT

Avoid

33

out of 100

Grade: F

Growth: 6.0Profit: 2.0Value: 4.3Quality: 5.8
Piotroski: 4/9Altman Z: 0.10

GPRO

Hold

37

out of 100

Grade: F

Growth: 2.0Profit: 2.0Value: 6.0Quality: 4.5
Piotroski: 3/9Altman Z: -1.59
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CFLTOvervalued (-5.1%)

Margin of Safety

-5.1%

Fair Value

$29.49

Current Price

$30.99

$1.50 premium

UndervaluedFair: $29.49Overvalued

Intrinsic value data unavailable for GPRO.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CFLT0 strengths · Avg: 0/10

No standout strengths identified

GPRO2 strengths · Avg: 9.0/10
Debt/EquityHealth
-2.6310/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.738/10

Growing faster than its price suggests

Areas to Watch

CFLT4 concerns · Avg: 4.0/10
PEG RatioValuation
2.164/10

Expensive relative to growth rate

Price/BookValuation
9.4x4/10

Trading at 9.4x book value

Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

GPRO4 concerns · Avg: 2.5/10
Market CapQuality
$226.94M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-236.1%2/10

ROE of -236.1% — below average capital efficiency

Revenue GrowthGrowth
-31.3%2/10

Revenue declined 31.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : CFLT

CFLT has a balanced fundamental profile.

Bull Case : GPRO

The strongest argument for GPRO centers on Debt/Equity, PEG Ratio. PEG of 0.73 suggests the stock is reasonably priced for its growth.

Bear Case : CFLT

The primary concerns for CFLT are PEG Ratio, Price/Book, Revenue Growth.

Bear Case : GPRO

The primary concerns for GPRO are Market Cap, Piotroski F-Score, Return on Equity.

Key Dynamics to Monitor

GPRO carries more volatility with a beta of 2.44 — expect wider price swings.

CFLT is growing revenue faster at 0.2% — sustainability is the question.

CFLT generates stronger free cash flow (42M), providing more financial flexibility.

Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

GPRO scores higher overall (37/100 vs 33/100). Both earn "Hold" 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.

Confluent Inc

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

Confluent, Inc. is dedicated to developing a cloud-native platform for data in motion that helps companies connect their applications with real-time streams in the United States and internationally. The company is headquartered in Mountain View, California.

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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