Smith Micro Software Inc (SMSI)vsUber Technologies Inc (UBER)
SMSI
Smith Micro Software Inc
$2.91
-1.69%
TECHNOLOGY · Cap: $16.69M
UBER
Uber Technologies Inc
$78.82
+2.43%
TECHNOLOGY · Cap: $153.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 326997% more annual revenue ($55.23B vs $16.88M). UBER leads profitability with a 17.3% profit margin vs -92.6%. SMSI appears more attractively valued with a PEG of 1.25. UBER earns a higher WallStSmart Score of 64/100 (C+).
SMSI
Hold37
out of 100
Grade: F
UBER
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SMSI.
Margin of Safety
-11.5%
Fair Value
$72.07
Current Price
$78.82
$6.75 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Every $100 of equity generates 35 in profit
Earnings expanding 85.5% YoY
Large-cap with strong market position
Attractively priced relative to earnings
Generating 2.8B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
ROE of -102.2% — below average capital efficiency
Revenue declined 1.8%
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : SMSI
The strongest argument for SMSI centers on Price/Book, Debt/Equity. PEG of 1.25 suggests the stock is reasonably priced for its growth.
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 : SMSI
The primary concerns for SMSI are Market Cap, Piotroski F-Score, Return on Equity.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
SMSI profiles as a turnaround stock while UBER is a mature play — different risk/reward profiles.
UBER carries more volatility with a beta of 1.15 — expect wider price swings.
UBER is growing revenue faster at 12.2% — 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 37/100), backed by strong 17.3% margins and 12.2% revenue growth. 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.
Smith Micro Software Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Smith Micro Software, Inc. develops and sells software to enhance the mobile experience to cable and wireless service providers worldwide. The company is headquartered in Pittsburgh, Pennsylvania.
Visit Website →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.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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