Corsair Gaming Inc (CRSR)vsSeagate Technology PLC (STX)
CRSR
Corsair Gaming Inc
$13.54
+7.72%
TECHNOLOGY · Cap: $1.46B
STX
Seagate Technology PLC
$830.17
-3.73%
TECHNOLOGY · Cap: $188.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Seagate Technology PLC generates 740% more annual revenue ($12.20B vs $1.45B). STX leads profitability with a 26.1% profit margin vs 2.5%. CRSR trades at a lower P/E of 43.7x. STX earns a higher WallStSmart Score of 79/100 (B+).
CRSR
Hold44
out of 100
Grade: D
STX
Strong Buy79
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+43.6%
Fair Value
$8.79
Current Price
$13.54
$4.75 discount
Intrinsic value data unavailable for STX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 1668.0% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Growing faster than its price suggests
Every $100 of equity generates 147 in profit
Strong operational efficiency at 43.1%
Revenue surging 48.5% year-over-year
Earnings expanding 148.8% YoY
Large-cap with strong market position
Areas to Watch
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 0.8% — below average capital efficiency
2.5% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 86.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CRSR
The strongest argument for CRSR centers on EPS Growth, Debt/Equity, Price/Book.
Bull Case : STX
The strongest argument for STX centers on PEG Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 26.1% and operating margin at 43.1%. Revenue growth of 48.5% demonstrates continued momentum.
Bear Case : CRSR
The primary concerns for CRSR are Altman Z-Score, Market Cap, Return on Equity. A P/E of 43.7x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Bear Case : STX
The primary concerns for STX are Debt/Equity, P/E Ratio, Price/Book. A P/E of 62.1x leaves little room for execution misses. Debt-to-equity of 1.78 is elevated, increasing financial risk.
Key Dynamics to Monitor
CRSR profiles as a value stock while STX is a growth play — different risk/reward profiles.
STX carries more volatility with a beta of 2.09 — expect wider price swings.
STX is growing revenue faster at 48.5% — sustainability is the question.
STX generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
STX scores higher overall (79/100 vs 44/100), backed by strong 26.1% margins and 48.5% revenue growth. CRSR offers better value entry with a 43.6% margin of safety. 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.
Corsair Gaming Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Corsair Gaming, Inc. designs, markets and distributes gaming and broadcast peripherals, components and systems in the Americas, Europe, the Middle East and Asia Pacific.
Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
Compare with Other COMPUTER HARDWARE Stocks
Want to dig deeper into these stocks?