WallStSmart

Shopify Inc (SHOP)vsVuzix Corp Cmn Stk (VUZI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shopify Inc generates 202921% more annual revenue ($12.37B vs $6.09M). SHOP leads profitability with a 10.8% profit margin vs 0.0%. SHOP earns a higher WallStSmart Score of 50/100 (C-).

SHOP

Buy

50

out of 100

Grade: C-

Growth: 7.3Profit: 7.0Value: 4.7Quality: 8.5
Piotroski: 3/9Altman Z: 6.60

VUZI

Avoid

17

out of 100

Grade: F

Growth: 2.7Profit: 2.5Value: 6.7Quality: 7.0
Piotroski: 4/9Altman Z: -11.95
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SHOPUndervalued (+18.7%)

Margin of Safety

+18.7%

Fair Value

$143.76

Current Price

$118.71

$25.05 discount

UndervaluedFair: $143.76Overvalued
VUZIUndervalued (+40.5%)

Margin of Safety

+40.5%

Fair Value

$4.15

Current Price

$4.60

$0.45 discount

UndervaluedFair: $4.15Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SHOP4 strengths · Avg: 9.8/10
Revenue GrowthGrowth
34.3%10/10

Revenue surging 34.3% year-over-year

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
6.6010/10

Safe zone — low bankruptcy risk

Market CapQuality
$142.72B9/10

Large-cap with strong market position

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

Conservative balance sheet, low leverage

Areas to Watch

SHOP4 concerns · Avg: 3.3/10
PEG RatioValuation
2.104/10

Expensive relative to growth rate

Price/BookValuation
12.4x4/10

Trading at 12.4x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
107.8x2/10

Premium valuation, high expectations priced in

VUZI4 concerns · Avg: 3.5/10
Price/BookValuation
15.3x4/10

Trading at 15.3x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$393.34M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : SHOP

The strongest argument for SHOP centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 34.3% demonstrates continued momentum.

Bull Case : VUZI

The strongest argument for VUZI centers on Debt/Equity.

Bear Case : SHOP

The primary concerns for SHOP are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 107.8x leaves little room for execution misses.

Bear Case : VUZI

The primary concerns for VUZI are Price/Book, EPS Growth, Market Cap.

Key Dynamics to Monitor

SHOP profiles as a growth stock while VUZI is a value play — different risk/reward profiles.

SHOP carries more volatility with a beta of 2.64 — expect wider price swings.

SHOP is growing revenue faster at 34.3% — sustainability is the question.

SHOP generates stronger free cash flow (476M), providing more financial flexibility.

Bottom Line

SHOP scores higher overall (50/100 vs 17/100) and 34.3% revenue growth. VUZI offers better value entry with a 40.5% 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.

Shopify Inc

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Shopify Inc., a commerce company, offers a commerce and service platform in Canada, the United States, the United Kingdom, Australia, Latin America, and internationally. The company is headquartered in Ottawa, Canada.

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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