Clearfield Inc (CLFD)vsVuzix Corp Cmn Stk (VUZI)
CLFD
Clearfield Inc
$31.07
+1.77%
TECHNOLOGY · Cap: $414.72M
VUZI
Vuzix Corp Cmn Stk
$2.94
+7.30%
TECHNOLOGY · Cap: $232.14M
Smart Verdict
WallStSmart Research — data-driven comparison
Clearfield Inc generates 2500% more annual revenue ($153.66M vs $5.91M). VUZI leads profitability with a 0.0% profit margin vs -4.7%. CLFD earns a higher WallStSmart Score of 46/100 (D+).
CLFD
Hold46
out of 100
Grade: D+
VUZI
Avoid16
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.4%
Fair Value
$25.28
Current Price
$31.07
$5.79 premium
Margin of Safety
+36.7%
Fair Value
$3.90
Current Price
$2.94
$0.96 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 104.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Smaller company, higher risk/reward
Premium valuation, high expectations priced in
ROE of -2.9% — below average capital efficiency
Currently unprofitable
Trading at 10.1x book value
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : CLFD
The strongest argument for CLFD centers on EPS Growth, Debt/Equity, Altman Z-Score. Revenue growth of 13.2% demonstrates continued momentum.
Bull Case : VUZI
The strongest argument for VUZI centers on Debt/Equity.
Bear Case : CLFD
The primary concerns for CLFD are Market Cap, P/E Ratio, Return on Equity. A P/E of 109.0x 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
CLFD profiles as a turnaround stock while VUZI is a value play — different risk/reward profiles.
CLFD carries more volatility with a beta of 2.11 — expect wider price swings.
CLFD is growing revenue faster at 13.2% — sustainability is the question.
CLFD generates stronger free cash flow (9M), providing more financial flexibility.
Bottom Line
CLFD scores higher overall (46/100 vs 16/100) and 13.2% revenue growth. VUZI offers better value entry with a 36.7% margin of safety. 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.
Clearfield Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Clearfield, Inc. manufactures, markets, and sells standard and custom passive connectivity products to OEM, enterprise and fiber-to-facility markets in the United States and internationally. The company is headquartered in Minneapolis, Minnesota.
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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