WallStSmart

Kirby Corporation (KEX)vsRubico Inc. Common Stock (RUBI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Kirby Corporation generates 14201% more annual revenue ($3.36B vs $23.52M). RUBI leads profitability with a 11.2% profit margin vs 10.5%. KEX earns a higher WallStSmart Score of 63/100 (C+).

KEX

Buy

63

out of 100

Grade: C+

Growth: 8.0Profit: 5.0Value: 7.3Quality: 4.8
Piotroski: 3/9

RUBI

Hold

50

out of 100

Grade: D+

Growth: 4.7Profit: 6.5Value: 6.7Quality: 5.0
Piotroski: 5/9Altman Z: 1.16
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KEXUndervalued (+58.7%)

Margin of Safety

+58.7%

Fair Value

$296.24

Current Price

$135.88

$160.36 discount

UndervaluedFair: $296.24Overvalued
RUBIUndervalued (+99.9%)

Margin of Safety

+99.9%

Fair Value

$2602.70

Current Price

$0.60

$2602.10 discount

UndervaluedFair: $2602.70Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KEX3 strengths · Avg: 8.7/10
EPS GrowthGrowth
102.1%10/10

Earnings expanding 102.1% YoY

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
20.6%8/10

Revenue surging 20.6% year-over-year

RUBI2 strengths · Avg: 10.0/10
Price/BookValuation
0.0x10/10

Reasonable price relative to book value

Operating MarginProfitability
49.0%10/10

Strong operational efficiency at 49.0%

Areas to Watch

KEX3 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.632/10

Expensive relative to growth rate

Operating MarginProfitability
-53.1%1/10

Operating margin of -53.1%

RUBI4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$2.55M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.6%3/10

ROE of 6.6% — below average capital efficiency

Revenue GrowthGrowth
-5.1%2/10

Revenue declined 5.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : KEX

The strongest argument for KEX centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 20.6% demonstrates continued momentum.

Bull Case : RUBI

The strongest argument for RUBI centers on Price/Book, Operating Margin.

Bear Case : KEX

The primary concerns for KEX are Piotroski F-Score, PEG Ratio, Operating Margin.

Bear Case : RUBI

The primary concerns for RUBI are EPS Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

KEX profiles as a growth stock while RUBI is a declining play — different risk/reward profiles.

KEX is growing revenue faster at 20.6% — sustainability is the question.

KEX generates stronger free cash flow (265M), providing more financial flexibility.

Monitor MARINE SHIPPING industry trends, competitive dynamics, and regulatory changes.

Bottom Line

KEX scores higher overall (63/100 vs 50/100) and 20.6% revenue growth. RUBI offers better value entry with a 99.9% margin of safety. Both earn "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.

Kirby Corporation

INDUSTRIALS · MARINE SHIPPING · USA

Kirby Corporation operates domestic tank barges in the United States. The company is headquartered in Houston, Texas.

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Rubico Inc. Common Stock

INDUSTRIALS · MARINE SHIPPING · USA

Rubicon Project, Inc. provides technology solutions to automate the buying and selling of digital advertising inventory for buyers and sellers in the United States and internationally. The company is headquartered in Los Angeles, California.

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