WallStSmart

Silvaco Group, Inc. Common Stock (SVCO)vsUber Technologies Inc (UBER)

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Smart Verdict

WallStSmart Research — data-driven comparison

Uber Technologies Inc generates 76091% more annual revenue ($55.23B vs $72.48M). UBER leads profitability with a 17.3% profit margin vs -30.4%. UBER earns a higher WallStSmart Score of 64/100 (C+).

SVCO

Avoid

32

out of 100

Grade: F

Growth: 7.3Profit: 2.0Value: 5.0Quality: 5.5
Piotroski: 2/9Altman Z: -0.44

UBER

Buy

64

out of 100

Grade: C+

Growth: 8.0Profit: 7.5Value: 5.3Quality: 4.5
Piotroski: 4/9Altman Z: 1.47
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for SVCO.

UBERUndervalued (+3.5%)

Margin of Safety

+3.5%

Fair Value

$71.76

Current Price

$69.62

$2.14 discount

UndervaluedFair: $71.76Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SVCO2 strengths · Avg: 10.0/10
Revenue GrowthGrowth
47.8%10/10

Revenue surging 47.8% year-over-year

Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

UBER5 strengths · Avg: 9.0/10
Return on EquityProfitability
35.1%10/10

Every $100 of equity generates 35 in profit

EPS GrowthGrowth
85.5%10/10

Earnings expanding 85.5% YoY

Market CapQuality
$141.79B9/10

Large-cap with strong market position

P/E RatioValuation
15.2x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$2.79B8/10

Generating 2.8B in free cash flow

Areas to Watch

SVCO4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$231.78M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-36.2%2/10

ROE of -36.2% — below average capital efficiency

UBER2 concerns · Avg: 2.0/10
PEG RatioValuation
5.962/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.472/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : SVCO

The strongest argument for SVCO centers on Revenue Growth, Debt/Equity. Revenue growth of 47.8% demonstrates continued momentum.

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 : SVCO

The primary concerns for SVCO are EPS Growth, Market Cap, Piotroski F-Score.

Bear Case : UBER

The primary concerns for UBER are PEG Ratio, Altman Z-Score.

Key Dynamics to Monitor

SVCO profiles as a hypergrowth stock while UBER is a mature play — different risk/reward profiles.

UBER carries more volatility with a beta of 1.16 — expect wider price swings.

SVCO is growing revenue faster at 47.8% — 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 32/100), backed by strong 17.3% margins and 12.2% revenue growth. 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.

Silvaco Group, Inc. Common Stock

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Silvaco Group, Inc. (SVCO) is a leading provider in the Electronic Design Automation (EDA) industry, offering sophisticated software solutions tailored to the semiconductor design and integrated circuit development sectors. The company's robust portfolio of tools enhances productivity and precision for a wide range of clients, positioning Silvaco at the forefront of the fast-evolving technology landscape. As the semiconductor industry experiences increasing demand for advanced electronic designs, Silvaco's dedication to innovation and technology not only solidifies its competitive advantage but also creates substantial value for investors, making SVCO an attractive investment opportunity.

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.

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