WallStSmart

Oklo Inc. (OKLO)vsStem Inc (STEM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

STEM leads profitability with a 88.2% profit margin vs 0.0%. STEM earns a higher WallStSmart Score of 44/100 (D).

OKLO

Avoid

29

out of 100

Grade: F

Growth: 5.7Profit: 3.0Value: 5.0Quality: 7.3
Piotroski: 3/9Altman Z: 3.53

STEM

Hold

44

out of 100

Grade: D

Growth: 2.7Profit: 5.0Value: 6.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for OKLO.

STEMUndervalued (+77.9%)

Margin of Safety

+77.9%

Fair Value

$52.09

Current Price

$10.70

$41.39 discount

UndervaluedFair: $52.09Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OKLO2 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
3.5310/10

Safe zone — low bankruptcy risk

EPS GrowthGrowth
29.7%8/10

Earnings expanding 29.7% YoY

STEM1 strengths · Avg: 10.0/10
Profit MarginProfitability
88.2%10/10

Keeps 88 of every $100 in revenue as profit

Areas to Watch

OKLO4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

STEM4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$96.73M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-5921.0%2/10

ROE of -5921.0% — below average capital efficiency

Revenue GrowthGrowth
-15.6%2/10

Revenue declined 15.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : OKLO

The strongest argument for OKLO centers on Altman Z-Score, EPS Growth.

Bull Case : STEM

The strongest argument for STEM centers on Profit Margin. Profitability is solid with margins at 88.2% and operating margin at 8.3%.

Bear Case : OKLO

The primary concerns for OKLO are Revenue Growth, Profit Margin, Operating Margin.

Bear Case : STEM

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

Key Dynamics to Monitor

OKLO profiles as a value stock while STEM is a declining play — different risk/reward profiles.

STEM carries more volatility with a beta of 1.41 — expect wider price swings.

OKLO is growing revenue faster at 0.0% — sustainability is the question.

STEM generates stronger free cash flow (7M), providing more financial flexibility.

Bottom Line

STEM scores higher overall (44/100 vs 29/100), backed by strong 88.2% margins. 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.

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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Stem Inc

UTILITIES · UTILITIES - RENEWABLE · USA

Stem, Inc. is an energy technology company in the United States. The company is headquartered in Millbrae, California.

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