WallStSmart

Corpay Inc (CPAY)vsTurtle Beach Corporation (TBCH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Corpay Inc generates 1504% more annual revenue ($4.78B vs $298.19M). CPAY leads profitability with a 24.6% profit margin vs 0.4%. CPAY appears more attractively valued with a PEG of 0.86. CPAY earns a higher WallStSmart Score of 80/100 (B+).

CPAY

Strong Buy

80

out of 100

Grade: B+

Growth: 8.0Profit: 8.5Value: 6.7Quality: 3.0
Piotroski: 2/9Altman Z: 1.06

TBCH

Hold

43

out of 100

Grade: D

Growth: 4.0Profit: 3.5Value: 5.0Quality: 7.0
Piotroski: 5/9Altman Z: 1.92
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CPAYUndervalued (+7.6%)

Margin of Safety

+7.6%

Fair Value

$375.30

Current Price

$347.17

$28.13 discount

UndervaluedFair: $375.30Overvalued

Intrinsic value data unavailable for TBCH.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CPAY6 strengths · Avg: 8.8/10
Return on EquityProfitability
33.5%10/10

Every $100 of equity generates 34 in profit

Operating MarginProfitability
41.4%10/10

Strong operational efficiency at 41.4%

Profit MarginProfitability
24.6%9/10

Keeps 25 of every $100 in revenue as profit

PEG RatioValuation
0.868/10

Growing faster than its price suggests

Revenue GrowthGrowth
25.4%8/10

Revenue surging 25.4% year-over-year

EPS GrowthGrowth
49.1%8/10

Earnings expanding 49.1% YoY

TBCH2 strengths · Avg: 8.0/10
PEG RatioValuation
0.988/10

Growing faster than its price suggests

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Areas to Watch

CPAY4 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Free Cash FlowQuality
$-107.71M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
1.062/10

Distress zone — elevated risk

Debt/EquityHealth
2.951/10

Elevated debt levels

TBCH4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.924/10

Grey zone — moderate risk

Market CapQuality
$268.34M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
1.1%3/10

ROE of 1.1% — below average capital efficiency

Profit MarginProfitability
0.4%3/10

0.4% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : CPAY

The strongest argument for CPAY centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 24.6% and operating margin at 41.4%. Revenue growth of 25.4% demonstrates continued momentum.

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 : CPAY

The primary concerns for CPAY are Piotroski F-Score, Free Cash Flow, Altman Z-Score. Debt-to-equity of 2.95 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 676.0x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.

Key Dynamics to Monitor

CPAY profiles as a growth stock while TBCH is a value play — different risk/reward profiles.

TBCH carries more volatility with a beta of 2.29 — expect wider price swings.

CPAY is growing revenue faster at 25.4% — sustainability is the question.

TBCH generates stronger free cash flow (29M), providing more financial flexibility.

Bottom Line

CPAY scores higher overall (80/100 vs 43/100), backed by strong 24.6% margins and 25.4% revenue growth. 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.

Corpay Inc

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

Corpay Inc. is a leading provider of integrated payment solutions that streamline corporate payables and receivables for businesses across various sectors. Leveraging cutting-edge technology and data analytics, Corpay enhances cash flow and operational efficiency, allowing clients to focus on core business functions. Its comprehensive suite of financial services, underscored by a strong commitment to customer satisfaction and regulatory compliance, establishes Corpay as a crucial partner for organizations operating in the global marketplace. Positioned to take advantage of the rapidly evolving financial technology landscape, Corpay represents a compelling investment opportunity for institutional investors seeking growth in the fintech sector.

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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