WallStSmart

Ellomay Capital Ltd (ELLO)vsOklo Inc. (OKLO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ellomay Capital Ltd generates 3518% more annual revenue ($43.77M vs $1.21M). ELLO leads profitability with a 135.8% profit margin vs 0.0%. ELLO earns a higher WallStSmart Score of 44/100 (D).

ELLO

Hold

44

out of 100

Grade: D

Growth: 4.7Profit: 5.5Value: 4.0Quality: 3.5
Piotroski: 4/9Altman Z: 0.23

OKLO

Avoid

32

out of 100

Grade: F

Growth: 5.7Profit: 2.5Value: 5.0Quality: 8.5
Piotroski: 3/9Altman Z: 17.46
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ELLOSignificantly Overvalued (-58.9%)

Margin of Safety

-58.9%

Fair Value

$18.56

Current Price

$20.89

$2.33 premium

UndervaluedFair: $18.56Overvalued

Intrinsic value data unavailable for OKLO.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ELLO2 strengths · Avg: 10.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Profit MarginProfitability
135.8%10/10

Keeps 136 of every $100 in revenue as profit

OKLO4 strengths · Avg: 9.0/10
Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
17.4610/10

Safe zone — low bankruptcy risk

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

EPS GrowthGrowth
29.7%8/10

Earnings expanding 29.7% YoY

Areas to Watch

ELLO4 concerns · Avg: 2.3/10
Market CapQuality
$289.45M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-17.5%2/10

ROE of -17.5% — below average capital efficiency

Free Cash FlowQuality
$-63.95M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.232/10

Distress zone — elevated risk

OKLO4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-0.1%2/10

ROE of -0.1% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : ELLO

The strongest argument for ELLO centers on Price/Book, Profit Margin. Profitability is solid with margins at 135.8% and operating margin at 7.0%. Revenue growth of 10.1% demonstrates continued momentum.

Bull Case : OKLO

The strongest argument for OKLO centers on Debt/Equity, Altman Z-Score, Price/Book.

Bear Case : ELLO

The primary concerns for ELLO are Market Cap, Return on Equity, Free Cash Flow. Debt-to-equity of 3.16 is elevated, increasing financial risk.

Bear Case : OKLO

The primary concerns for OKLO are Revenue Growth, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

ELLO profiles as a mature stock while OKLO is a value play — different risk/reward profiles.

OKLO carries more volatility with a beta of 1.20 — expect wider price swings.

ELLO is growing revenue faster at 10.1% — sustainability is the question.

ELLO generates stronger free cash flow (-64M), providing more financial flexibility.

Bottom Line

ELLO scores higher overall (44/100 vs 32/100), backed by strong 135.8% margins and 10.1% revenue growth. 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.

Ellomay Capital Ltd

UTILITIES · UTILITIES - RENEWABLE · USA

Ellomay Capital Ltd., produces and sells renewable and clean energy in Israel, Spain and the Netherlands. The company is headquartered in Tel Aviv-Yafo, Israel.

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Oklo Inc.

UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA

Oklo Inc. designs and develops fission power plants to provide reliable and commercial-scale energy to customers in the United States. The company is headquartered in Santa Clara, California.

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