Seagate Technology PLC (STX)vsTransAct Technologies Incorporated (TACT)
STX
Seagate Technology PLC
$413.22
-2.76%
TECHNOLOGY · Cap: $92.13B
TACT
TransAct Technologies Incorporated
$3.29
-2.37%
TECHNOLOGY · Cap: $34.51M
Smart Verdict
WallStSmart Research — data-driven comparison
Seagate Technology PLC generates 19438% more annual revenue ($10.06B vs $51.48M). STX leads profitability with a 19.6% profit margin vs -2.4%. STX appears more attractively valued with a PEG of 0.64. STX earns a higher WallStSmart Score of 72/100 (B).
STX
Strong Buy72
out of 100
Grade: B
TACT
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+1.6%
Fair Value
$413.71
Current Price
$413.22
$0.49 discount
Intrinsic value data unavailable for TACT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 67.7% YoY
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Strong operational efficiency at 29.9%
Revenue surging 21.5% year-over-year
Reasonable price relative to book value
Earnings expanding 80.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
Trading at 196.8x book value
Smaller company, higher risk/reward
ROE of -4.0% — below average capital efficiency
Currently unprofitable
Operating margin of -10.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : STX
The strongest argument for STX centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 19.6% and operating margin at 29.9%. Revenue growth of 21.5% demonstrates continued momentum.
Bull Case : TACT
The strongest argument for TACT centers on Price/Book, EPS Growth, Altman Z-Score. Revenue growth of 11.9% demonstrates continued momentum. PEG of 0.75 suggests the stock is reasonably priced for its growth.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 46.5x leaves little room for execution misses.
Bear Case : TACT
The primary concerns for TACT are Market Cap, Return on Equity, Profit Margin.
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 1.65 — expect wider price swings.
STX is growing revenue faster at 21.5% — sustainability is the question.
STX generates stronger free cash flow (618M), providing more financial flexibility.
Bottom Line
STX scores higher overall (72/100 vs 57/100), backed by strong 19.6% margins and 21.5% revenue growth. Both earn "Strong 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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