WallStSmart

Okta Inc (OKTA)vsVuzix Corp Cmn Stk (VUZI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Okta Inc generates 49087% more annual revenue ($3.00B vs $6.09M). OKTA leads profitability with a 8.2% profit margin vs 0.0%. OKTA earns a higher WallStSmart Score of 51/100 (C-).

OKTA

Buy

51

out of 100

Grade: C-

Growth: 7.3Profit: 5.0Value: 6.0Quality: 6.5
Piotroski: 5/9Altman Z: 1.68

VUZI

Avoid

16

out of 100

Grade: F

Growth: 2.7Profit: 2.5Value: 6.7Quality: 7.0
Piotroski: 4/9Altman Z: -11.94
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OKTAUndervalued (+52.7%)

Margin of Safety

+52.7%

Fair Value

$186.51

Current Price

$136.91

$49.60 discount

UndervaluedFair: $186.51Overvalued
VUZIUndervalued (+40.2%)

Margin of Safety

+40.2%

Fair Value

$4.13

Current Price

$2.14

$1.99 discount

UndervaluedFair: $4.13Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OKTA2 strengths · Avg: 9.0/10
Debt/EquityHealth
0.0610/10

Conservative balance sheet, low leverage

EPS GrowthGrowth
21.2%8/10

Earnings expanding 21.2% YoY

VUZI1 strengths · Avg: 10.0/10
Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Areas to Watch

OKTA3 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.684/10

Distress zone — elevated risk

Return on EquityProfitability
3.6%3/10

ROE of 3.6% — below average capital efficiency

P/E RatioValuation
109.0x2/10

Premium valuation, high expectations priced in

VUZI4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$187.94M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Return on EquityProfitability
-90.3%2/10

ROE of -90.3% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : OKTA

The strongest argument for OKTA centers on Debt/Equity, EPS Growth. Revenue growth of 11.2% demonstrates continued momentum. PEG of 1.42 suggests the stock is reasonably priced for its growth.

Bull Case : VUZI

The strongest argument for VUZI centers on Debt/Equity.

Bear Case : OKTA

The primary concerns for OKTA are Altman Z-Score, Return on Equity, P/E Ratio. A P/E of 109.0x leaves little room for execution misses.

Bear Case : VUZI

The primary concerns for VUZI are EPS Growth, Market Cap, Profit Margin.

Key Dynamics to Monitor

VUZI carries more volatility with a beta of 1.75 — expect wider price swings.

OKTA is growing revenue faster at 11.2% — sustainability is the question.

OKTA generates stronger free cash flow (276M), providing more financial flexibility.

Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

OKTA scores higher overall (51/100 vs 16/100) and 11.2% revenue growth. VUZI offers better value entry with a 40.2% margin of safety. Both earn "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.

Okta Inc

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

Okta Inc. is a premier provider in the identity and access management sector, delivering cutting-edge authentication solutions that enhance digital security and improve user experience for enterprises. With a comprehensive suite of services such as single sign-on, multi-factor authentication, and identity lifecycle management, Okta empowers organizations to manage user identities seamlessly across complex hybrid IT environments. Known for its innovative technology and dedication to exceptional customer support, Okta is well-positioned for continued growth in the rapidly evolving cybersecurity landscape, making it a vital partner for businesses navigating digital transformation.

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Vuzix Corp Cmn Stk

TECHNOLOGY · CONSUMER ELECTRONICS · USA

Vuzix Corporation designs, manufactures, markets and sells augmented reality (AR) computing and display devices for consumer and business markets in North America, Asia-Pacific, Europe, and internationally. The company is headquartered in West Henrietta, New York.

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