Acacia Research Corporation (ACTG)vsXerox Corp (XRX)
ACTG
Acacia Research Corporation
$4.62
-1.70%
INDUSTRIALS · Cap: $447.21M
XRX
Xerox Corp
$3.25
-1.22%
INDUSTRIALS · Cap: $443.34M
Smart Verdict
WallStSmart Research — data-driven comparison
Xerox Corp generates 3346% more annual revenue ($7.41B vs $215.05M). ACTG leads profitability with a -8.5% profit margin vs -14.1%. XRX appears more attractively valued with a PEG of 0.20. XRX earns a higher WallStSmart Score of 57/100 (C).
ACTG
Hold35
out of 100
Grade: F
XRX
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+85.0%
Fair Value
$27.01
Current Price
$4.62
$22.39 discount
Margin of Safety
+64.5%
Fair Value
$5.84
Current Price
$3.25
$2.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 26.7% year-over-year
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of -3.5% — below average capital efficiency
Revenue declined 56.4%
Smaller company, higher risk/reward
Operating margin of 0.8%
Weak financial health signals
ROE of -203.5% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : ACTG
The strongest argument for ACTG centers on Price/Book, Debt/Equity.
Bull Case : XRX
The strongest argument for XRX centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 26.7% demonstrates continued momentum. PEG of 0.20 suggests the stock is reasonably priced for its growth.
Bear Case : ACTG
The primary concerns for ACTG are PEG Ratio, Market Cap, Return on Equity.
Bear Case : XRX
The primary concerns for XRX are Market Cap, Operating Margin, Piotroski F-Score. Debt-to-equity of 8.67 is elevated, increasing financial risk.
Key Dynamics to Monitor
ACTG profiles as a turnaround stock while XRX is a growth play — different risk/reward profiles.
XRX carries more volatility with a beta of 2.44 — expect wider price swings.
XRX is growing revenue faster at 26.7% — sustainability is the question.
ACTG generates stronger free cash flow (-6M), providing more financial flexibility.
Bottom Line
XRX scores higher overall (57/100 vs 35/100) and 26.7% revenue growth. ACTG offers better value entry with a 85.0% 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.
Acacia Research Corporation
INDUSTRIALS · BUSINESS EQUIPMENT & SUPPLIES · USA
Acacia Research Corporation intends to acquire undervalued businesses primarily in the technology, life sciences, industry and financial services segments in the United States. The company is headquartered in New York, New York.
Xerox Corp
INDUSTRIALS · BUSINESS EQUIPMENT & SUPPLIES · USA
Xerox Holdings Corporation, a workplace technology company, designs, develops and sells document management systems and solutions in the United States, Europe, Canada and internationally. The company is headquartered in Norwalk, Connecticut.
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