WallStSmart

TOYO Co., Ltd Ordinary Shares (TOYO)vsZepp Health Corp (ZEPP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TOYO Co., Ltd Ordinary Shares generates 65% more annual revenue ($427.38M vs $258.90M). TOYO leads profitability with a 9.3% profit margin vs -15.5%. TOYO earns a higher WallStSmart Score of 63/100 (C+).

TOYO

Buy

63

out of 100

Grade: C+

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

ZEPP

Hold

41

out of 100

Grade: D

Growth: 4.7Profit: 2.0Value: 6.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

TOYOUndervalued (+83.5%)

Margin of Safety

+83.5%

Fair Value

$52.41

Current Price

$11.74

$40.67 discount

UndervaluedFair: $52.41Overvalued
ZEPPUndervalued (+48.6%)

Margin of Safety

+48.6%

Fair Value

$46.70

Current Price

$17.47

$29.23 discount

UndervaluedFair: $46.70Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

TOYO4 strengths · Avg: 10.0/10
P/E RatioValuation
10.0x10/10

Attractively priced relative to earnings

Return on EquityProfitability
43.5%10/10

Every $100 of equity generates 44 in profit

Revenue GrowthGrowth
642.0%10/10

Revenue surging 642.0% year-over-year

EPS GrowthGrowth
69.8%10/10

Earnings expanding 69.8% YoY

ZEPP2 strengths · Avg: 10.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
43.0%10/10

Revenue surging 43.0% year-over-year

Areas to Watch

TOYO1 concerns · Avg: 3.0/10
Market CapQuality
$425.92M3/10

Smaller company, higher risk/reward

ZEPP4 concerns · Avg: 2.0/10
Market CapQuality
$247.54M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-17.2%2/10

ROE of -17.2% — below average capital efficiency

EPS GrowthGrowth
-68.1%2/10

Earnings declined 68.1%

Profit MarginProfitability
-15.5%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull Case : TOYO

The strongest argument for TOYO centers on P/E Ratio, Return on Equity, Revenue Growth. Revenue growth of 642.0% demonstrates continued momentum.

Bull Case : ZEPP

The strongest argument for ZEPP centers on Price/Book, Revenue Growth. Revenue growth of 43.0% demonstrates continued momentum.

Bear Case : TOYO

The primary concerns for TOYO are Market Cap.

Bear Case : ZEPP

The primary concerns for ZEPP are Market Cap, Return on Equity, EPS Growth.

Key Dynamics to Monitor

ZEPP carries more volatility with a beta of 1.77 — expect wider price swings.

TOYO is growing revenue faster at 642.0% — sustainability is the question.

Monitor SOLAR industry trends, competitive dynamics, and regulatory changes.

Bottom Line

TOYO scores higher overall (63/100 vs 41/100) and 642.0% revenue growth. ZEPP offers better value entry with a 48.6% margin of safety. 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.

TOYO Co., Ltd Ordinary Shares

TECHNOLOGY · SOLAR · USA

Toyo Co., Ltd. engages in the manufacture and sale of cutting tools. The company is headquartered in Shiojiri, Japan.

Zepp Health Corp

TECHNOLOGY · CONSUMER ELECTRONICS · China

Zepp Health Corporation, an activity and biometric data-driven company, develops, manufactures and sells smart wearable technology devices in the People's Republic of China. The company is headquartered in Hefei, the People's Republic of China.

Want to dig deeper into these stocks?