WallStSmart

JAKKS Pacific Inc (JAKK)vsLive Ventures Inc (LIVE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JAKKS Pacific Inc generates 29% more annual revenue ($564.09M vs $437.87M). JAKK leads profitability with a 1.4% profit margin vs 0.9%. JAKK earns a higher WallStSmart Score of 40/100 (F).

JAKK

Hold

40

out of 100

Grade: F

Growth: 2.0Profit: 3.5Value: 3.3Quality: 7.0
Piotroski: 3/9Altman Z: 2.38

LIVE

Avoid

33

out of 100

Grade: F

Growth: 4.0Profit: 4.0Value: 6.7Quality: 5.5
Piotroski: 5/9Altman Z: 2.02
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

JAKKSignificantly Overvalued (-86.9%)

Margin of Safety

-86.9%

Fair Value

$9.60

Current Price

$21.66

$12.06 premium

UndervaluedFair: $9.60Overvalued
LIVEUndervalued (+86.4%)

Margin of Safety

+86.4%

Fair Value

$143.82

Current Price

$9.06

$134.76 discount

UndervaluedFair: $143.82Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JAKK2 strengths · Avg: 9.5/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.219/10

Conservative balance sheet, low leverage

LIVE1 strengths · Avg: 10.0/10
Price/BookValuation
0.3x10/10

Reasonable price relative to book value

Areas to Watch

JAKK4 concerns · Avg: 3.5/10
PEG RatioValuation
1.594/10

Expensive relative to growth rate

P/E RatioValuation
30.9x4/10

Premium valuation, high expectations priced in

Market CapQuality
$247.89M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.7%3/10

ROE of 3.7% — below average capital efficiency

LIVE4 concerns · Avg: 3.0/10
Market CapQuality
$28.66M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
4.2%3/10

ROE of 4.2% — below average capital efficiency

Profit MarginProfitability
0.9%3/10

0.9% margin — thin

Operating MarginProfitability
1.9%3/10

Operating margin of 1.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : JAKK

The strongest argument for JAKK centers on Price/Book, Debt/Equity.

Bull Case : LIVE

The strongest argument for LIVE centers on Price/Book.

Bear Case : JAKK

The primary concerns for JAKK are PEG Ratio, P/E Ratio, Market Cap. Thin 1.4% margins leave little buffer for downturns.

Bear Case : LIVE

The primary concerns for LIVE are Market Cap, Return on Equity, Profit Margin. Debt-to-equity of 2.50 is elevated, increasing financial risk. Thin 0.9% margins leave little buffer for downturns.

Key Dynamics to Monitor

JAKK carries more volatility with a beta of 1.44 — expect wider price swings.

LIVE is growing revenue faster at -3.8% — sustainability is the question.

JAKK generates stronger free cash flow (16M), providing more financial flexibility.

Monitor LEISURE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

JAKK scores higher overall (40/100 vs 33/100). LIVE offers better value entry with a 86.4% margin of safety. 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.

JAKKS Pacific Inc

CONSUMER CYCLICAL · LEISURE · USA

JAKKS Pacific, Inc. develops, produces and markets toys, consumables and electronic and related products worldwide. The company is headquartered in Santa Monica, California.

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Live Ventures Inc

CONSUMER CYCLICAL · HOME IMPROVEMENT RETAIL · USA

Live Ventures Incorporated is engaged in flooring manufacturing, steel fabrication and retail businesses in the United States. The company is headquartered in Las Vegas, Nevada.

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