WallStSmart

StoneCo Ltd (STNE)vsVuzix Corp Cmn Stk (VUZI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

StoneCo Ltd generates 213251% more annual revenue ($13.40B vs $6.28M). STNE leads profitability with a 17.3% profit margin vs 0.0%. STNE earns a higher WallStSmart Score of 78/100 (B+).

STNE

Strong Buy

78

out of 100

Grade: B+

Growth: 8.0Profit: 8.0Value: 8.3Quality: 5.0

VUZI

Avoid

26

out of 100

Grade: F

Growth: 5.3Profit: 2.5Value: 6.7Quality: 7.0
Piotroski: 5/9Altman Z: -4.27
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

STNEUndervalued (+89.5%)

Margin of Safety

+89.5%

Fair Value

$168.87

Current Price

$10.77

$158.10 discount

UndervaluedFair: $168.87Overvalued
VUZIUndervalued (+43.1%)

Margin of Safety

+43.1%

Fair Value

$4.34

Current Price

$3.11

$1.23 discount

UndervaluedFair: $4.34Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

STNE5 strengths · Avg: 9.4/10
P/E RatioValuation
6.3x10/10

Attractively priced relative to earnings

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Operating MarginProfitability
46.3%10/10

Strong operational efficiency at 46.3%

Return on EquityProfitability
20.8%9/10

Every $100 of equity generates 21 in profit

EPS GrowthGrowth
46.1%8/10

Earnings expanding 46.1% YoY

VUZI2 strengths · Avg: 10.0/10
Revenue GrowthGrowth
76.3%10/10

Revenue surging 76.3% year-over-year

Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Areas to Watch

STNE0 concerns · Avg: 0/10

No major concerns identified

VUZI4 concerns · Avg: 3.5/10
Price/BookValuation
10.4x4/10

Trading at 10.4x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$239.50M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : STNE

The strongest argument for STNE centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 17.3% and operating margin at 46.3%. Revenue growth of 11.2% demonstrates continued momentum.

Bull Case : VUZI

The strongest argument for VUZI centers on Revenue Growth, Debt/Equity. Revenue growth of 76.3% demonstrates continued momentum.

Bear Case : STNE

No major red flags identified for STNE, but monitor valuation.

Bear Case : VUZI

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

Key Dynamics to Monitor

STNE profiles as a mature stock while VUZI is a hypergrowth play — different risk/reward profiles.

STNE carries more volatility with a beta of 1.60 — expect wider price swings.

VUZI is growing revenue faster at 76.3% — sustainability is the question.

STNE generates stronger free cash flow (553M), providing more financial flexibility.

Bottom Line

STNE scores higher overall (78/100 vs 26/100), backed by strong 17.3% margins and 11.2% revenue growth. VUZI offers better value entry with a 43.1% margin of safety. Both earn "Strong 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.

StoneCo Ltd

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

StoneCo Ltd. provides fintech solutions to merchants and integrated partners to conduct e-commerce through store, online and mobile channels in Brazil.

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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