WallStSmart

Geo Group Inc (GEO)vsSenstar Technologies Ltd (SNT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Geo Group Inc generates 7487% more annual revenue ($2.73B vs $36.01M). GEO leads profitability with a 10.0% profit margin vs 3.8%. GEO trades at a lower P/E of 14.4x. GEO earns a higher WallStSmart Score of 69/100 (B-).

GEO

Strong Buy

69

out of 100

Grade: B-

Growth: 7.3Profit: 6.5Value: 7.3Quality: 6.5
Piotroski: 5/9Altman Z: 1.72

SNT

Avoid

30

out of 100

Grade: F

Growth: 2.7Profit: 3.5Value: 3.7Quality: 9.0
Piotroski: 4/9Altman Z: 3.72
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GEOUndervalued (+66.9%)

Margin of Safety

+66.9%

Fair Value

$47.81

Current Price

$25.31

$22.50 discount

UndervaluedFair: $47.81Overvalued
SNTSignificantly Overvalued (-61.9%)

Margin of Safety

-61.9%

Fair Value

$2.47

Current Price

$2.60

$0.13 premium

UndervaluedFair: $2.47Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GEO4 strengths · Avg: 8.5/10
EPS GrowthGrowth
106.5%10/10

Earnings expanding 106.5% YoY

P/E RatioValuation
14.4x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.6%8/10

16.6% revenue growth

SNT3 strengths · Avg: 10.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
3.7210/10

Safe zone — low bankruptcy risk

Areas to Watch

GEO3 concerns · Avg: 3.7/10
PEG RatioValuation
1.884/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.724/10

Distress zone — elevated risk

Debt/EquityHealth
1.113/10

Elevated debt levels

SNT4 concerns · Avg: 2.8/10
Market CapQuality
$56.70M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.0%3/10

ROE of 5.0% — below average capital efficiency

Profit MarginProfitability
3.8%3/10

3.8% margin — thin

P/E RatioValuation
40.5x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : GEO

The strongest argument for GEO centers on EPS Growth, P/E Ratio, Price/Book. Revenue growth of 16.6% demonstrates continued momentum.

Bull Case : SNT

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

Bear Case : GEO

The primary concerns for GEO are PEG Ratio, Altman Z-Score, Debt/Equity.

Bear Case : SNT

The primary concerns for SNT are Market Cap, Return on Equity, Profit Margin. A P/E of 40.5x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

GEO profiles as a growth stock while SNT is a value play — different risk/reward profiles.

SNT carries more volatility with a beta of 1.14 — expect wider price swings.

GEO is growing revenue faster at 16.6% — sustainability is the question.

GEO generates stronger free cash flow (135M), providing more financial flexibility.

Bottom Line

GEO scores higher overall (69/100 vs 30/100) and 16.6% revenue growth. Both earn "Strong Buy" 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.

Geo Group Inc

INDUSTRIALS · SECURITY & PROTECTION SERVICES · USA

The GEO Group (NYSE: GEO) is the first fully integrated capital real estate investment trust specializing in the design, financing, development and operation of secure facilities, processing centers and community re-entry centers in the United States, Australia, South Africa, and the United Kingdom.

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Senstar Technologies Ltd

INDUSTRIALS · SECURITY & PROTECTION SERVICES · USA

Senstar Technologies Ltd. (SNT) is a leading provider of innovative security solutions, focusing on advanced sensor technologies to safeguard critical infrastructure in diverse sectors such as government, transportation, and energy. The company’s robust portfolio includes perimeter intrusion detection, video management systems, and powerful software analytics, reflecting its dedication to enhancing security and operational efficiency. With a strong commitment to research and development, Senstar is adept at responding to evolving market needs while pursuing global growth and strategic alliances, reinforcing its position as a trusted leader in the security technology landscape.

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