Seagate Technology PLC (STX)vsTransAct Technologies Incorporated (TACT)
STX
Seagate Technology PLC
$922.34
+0.97%
TECHNOLOGY · Cap: $210.08B
TACT
TransAct Technologies Incorporated
$4.84
+4.54%
TECHNOLOGY · Cap: $52.66M
Smart Verdict
WallStSmart Research — data-driven comparison
Seagate Technology PLC generates 22913% more annual revenue ($12.20B vs $52.99M). STX leads profitability with a 26.1% profit margin vs -0.8%. STX appears more attractively valued with a PEG of 0.53. STX earns a higher WallStSmart Score of 80/100 (A-).
STX
Exceptional Buy80
out of 100
Grade: A-
TACT
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for STX.
Margin of Safety
+39.1%
Fair Value
$5.88
Current Price
$4.84
$1.04 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 147 in profit
Strong operational efficiency at 43.1%
Revenue surging 48.5% year-over-year
Earnings expanding 148.8% YoY
Keeps 26 of every $100 in revenue as profit
Earnings expanding 3606.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 96.6x book value
1.1% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -1.5% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : STX
The strongest argument for STX centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 26.1% and operating margin at 43.1%. Revenue growth of 48.5% demonstrates continued momentum.
Bull Case : TACT
The strongest argument for TACT centers on EPS Growth, Debt/Equity, Altman Z-Score. PEG of 0.75 suggests the stock is reasonably priced for its growth.
Bear Case : STX
The primary concerns for STX are Debt/Equity, P/E Ratio, Price/Book. A P/E of 66.2x leaves little room for execution misses. Debt-to-equity of 1.78 is elevated, increasing financial risk.
Bear Case : TACT
The primary concerns for TACT are Revenue Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
STX profiles as a growth stock while TACT is a turnaround play — different risk/reward profiles.
STX carries more volatility with a beta of 2.09 — expect wider price swings.
STX is growing revenue faster at 48.5% — sustainability is the question.
STX generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
STX scores higher overall (80/100 vs 53/100), backed by strong 26.1% margins and 48.5% revenue growth. TACT offers better value entry with a 39.1% margin of safety. Both earn "Exceptional 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.
Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
TransAct Technologies Incorporated
TECHNOLOGY · COMPUTER HARDWARE · USA
TransAct Technologies Incorporated designs, develops and markets specialized and transaction-based printers and terminals in the United States and internationally. The company is headquartered in Hamden, Connecticut.
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