WallStSmart

Acacia Research Corporation (ACTG)vsXerox Corp (XRX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Xerox Corp generates 2687% more annual revenue ($7.76B vs $278.37M). ACTG leads profitability with a -5.4% profit margin vs -11.9%. XRX appears more attractively valued with a PEG of 0.15. XRX earns a higher WallStSmart Score of 60/100 (C).

ACTG

Hold

50

out of 100

Grade: D+

Growth: 7.3Profit: 3.0Value: 6.3Quality: 9.0
Piotroski: 7/9Altman Z: 2.58

XRX

Buy

60

out of 100

Grade: C

Growth: 6.0Profit: 3.5Value: 8.3Quality: 3.5
Piotroski: 2/9Altman Z: 1.07
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ACTGUndervalued (+88.0%)

Margin of Safety

+88.0%

Fair Value

$33.73

Current Price

$4.57

$29.16 discount

UndervaluedFair: $33.73Overvalued
XRXUndervalued (+65.3%)

Margin of Safety

+65.3%

Fair Value

$5.96

Current Price

$3.43

$2.53 discount

UndervaluedFair: $5.96Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ACTG3 strengths · Avg: 9.7/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
123.6%10/10

Revenue surging 123.6% year-over-year

Debt/EquityHealth
0.199/10

Conservative balance sheet, low leverage

XRX3 strengths · Avg: 9.3/10
PEG RatioValuation
0.1510/10

Growing faster than its price suggests

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
22.0%8/10

Revenue surging 22.0% year-over-year

Areas to Watch

ACTG4 concerns · Avg: 2.8/10
PEG RatioValuation
2.374/10

Expensive relative to growth rate

Market CapQuality
$445.97M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-2.9%2/10

ROE of -2.9% — below average capital efficiency

EPS GrowthGrowth
-97.5%2/10

Earnings declined 97.5%

XRX4 concerns · Avg: 2.5/10
Market CapQuality
$435.96M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-170.0%2/10

ROE of -170.0% — below average capital efficiency

Altman Z-ScoreHealth
1.072/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : ACTG

The strongest argument for ACTG centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 123.6% demonstrates continued momentum.

Bull Case : XRX

The strongest argument for XRX centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 22.0% demonstrates continued momentum. PEG of 0.15 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, Piotroski F-Score, Return on Equity. Debt-to-equity of 7.76 is elevated, increasing financial risk.

Key Dynamics to Monitor

ACTG profiles as a hypergrowth stock while XRX is a growth play — different risk/reward profiles.

XRX carries more volatility with a beta of 2.46 — expect wider price swings.

ACTG is growing revenue faster at 123.6% — sustainability is the question.

XRX generates stronger free cash flow (11M), providing more financial flexibility.

Bottom Line

XRX scores higher overall (60/100 vs 50/100) and 22.0% revenue growth. ACTG offers better value entry with a 88.0% 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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