Deluxe Corporation (DLX)vsGraham Holdings Co (GHC)
DLX
Deluxe Corporation
$23.62
-0.08%
INDUSTRIALS · Cap: $1.08B
GHC
Graham Holdings Co
$1,138.57
+0.16%
INDUSTRIALS · Cap: $4.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Graham Holdings Co generates 140% more annual revenue ($5.07B vs $2.11B). GHC leads profitability with a 10.7% profit margin vs 4.8%. DLX appears more attractively valued with a PEG of 0.46. GHC earns a higher WallStSmart Score of 68/100 (B-).
DLX
Buy57
out of 100
Grade: C
GHC
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.2%
Fair Value
$38.20
Current Price
$23.62
$14.58 discount
Margin of Safety
-25.1%
Fair Value
$886.88
Current Price
$1138.57
$251.69 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 676.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Areas to Watch
Smaller company, higher risk/reward
4.8% margin — thin
Revenue declined 4.2%
Earnings declined 17.7%
ROE of 6.3% — below average capital efficiency
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : DLX
The strongest argument for DLX centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.46 suggests the stock is reasonably priced for its growth.
Bull Case : GHC
The strongest argument for GHC centers on P/E Ratio, Price/Book, EPS Growth.
Bear Case : DLX
The primary concerns for DLX are Market Cap, Profit Margin, Revenue Growth. Debt-to-equity of 2.07 is elevated, increasing financial risk. Thin 4.8% margins leave little buffer for downturns.
Bear Case : GHC
The primary concerns for GHC are Return on Equity, PEG Ratio.
Key Dynamics to Monitor
DLX carries more volatility with a beta of 1.23 — expect wider price swings.
GHC is growing revenue faster at 7.1% — sustainability is the question.
DLX generates stronger free cash flow (86M), providing more financial flexibility.
Monitor CONGLOMERATES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GHC scores higher overall (68/100 vs 57/100). DLX offers better value entry with a 31.2% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Deluxe Corporation
INDUSTRIALS · CONGLOMERATES · USA
Deluxe Corporation provides technology-based solutions for small businesses and financial institutions in the United States, Canada, Australia, South America, and Europe. The company is headquartered in Shoreview, Minnesota.
Graham Holdings Co
INDUSTRIALS · CONGLOMERATES · USA
Graham Holdings Company is a diversified global media and education company. The company is headquartered in Arlington, Virginia.
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