WallStSmart

Ooma Inc (OOMA)vsUber Technologies Inc (UBER)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Uber Technologies Inc generates 17914% more annual revenue ($55.23B vs $306.59M). UBER leads profitability with a 17.3% profit margin vs 3.6%. OOMA appears more attractively valued with a PEG of 1.82. UBER earns a higher WallStSmart Score of 64/100 (C+).

OOMA

Buy

53

out of 100

Grade: C-

Growth: 8.0Profit: 5.0Value: 5.3Quality: 3.5
Piotroski: 3/9Altman Z: 0.83

UBER

Buy

64

out of 100

Grade: C+

Growth: 8.0Profit: 7.5Value: 5.3Quality: 4.5
Piotroski: 4/9Altman Z: 1.47
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OOMAUndervalued (+31.8%)

Margin of Safety

+31.8%

Fair Value

$16.65

Current Price

$22.77

$6.12 discount

UndervaluedFair: $16.65Overvalued
UBERUndervalued (+0.4%)

Margin of Safety

+0.4%

Fair Value

$71.93

Current Price

$71.67

$0.26 discount

UndervaluedFair: $71.93Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OOMA2 strengths · Avg: 9.0/10
EPS GrowthGrowth
150.0%10/10

Earnings expanding 150.0% YoY

Revenue GrowthGrowth
25.4%8/10

Revenue surging 25.4% year-over-year

UBER5 strengths · Avg: 9.0/10
Return on EquityProfitability
35.1%10/10

Every $100 of equity generates 35 in profit

EPS GrowthGrowth
85.5%10/10

Earnings expanding 85.5% YoY

Market CapQuality
$146.39B9/10

Large-cap with strong market position

P/E RatioValuation
15.9x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$2.79B8/10

Generating 2.8B in free cash flow

Areas to Watch

OOMA4 concerns · Avg: 3.3/10
PEG RatioValuation
1.824/10

Expensive relative to growth rate

Market CapQuality
$619.01M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
3.6%3/10

3.6% margin — thin

Operating MarginProfitability
4.8%3/10

Operating margin of 4.8%

UBER2 concerns · Avg: 2.0/10
PEG RatioValuation
6.152/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.472/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : OOMA

The strongest argument for OOMA centers on EPS Growth, Revenue Growth. Revenue growth of 25.4% demonstrates continued momentum.

Bull Case : UBER

The strongest argument for UBER centers on Return on Equity, EPS Growth, Market Cap. Profitability is solid with margins at 17.3% and operating margin at 13.3%. Revenue growth of 12.2% demonstrates continued momentum.

Bear Case : OOMA

The primary concerns for OOMA are PEG Ratio, Market Cap, Profit Margin. A P/E of 56.3x leaves little room for execution misses. Thin 3.6% margins leave little buffer for downturns.

Bear Case : UBER

The primary concerns for UBER are PEG Ratio, Altman Z-Score.

Key Dynamics to Monitor

OOMA profiles as a growth stock while UBER is a mature play — different risk/reward profiles.

OOMA carries more volatility with a beta of 1.20 — expect wider price swings.

OOMA is growing revenue faster at 25.4% — sustainability is the question.

UBER generates stronger free cash flow (2.8B), providing more financial flexibility.

Bottom Line

UBER scores higher overall (64/100 vs 53/100), backed by strong 17.3% margins and 12.2% revenue growth. OOMA offers better value entry with a 31.8% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Ooma Inc

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Ooma, Inc. creates connected experiences for businesses and consumers in the United States, Canada, and internationally. The company is headquartered in Sunnyvale, California.

Uber Technologies Inc

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.

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