WallStSmart

Avnet Inc (AVT)vsZepp Health Corp (ZEPP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Avnet Inc generates 8842% more annual revenue ($23.15B vs $258.90M). AVT leads profitability with a 0.9% profit margin vs -15.5%. AVT earns a higher WallStSmart Score of 49/100 (D+).

AVT

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 4.5Value: 5.3Quality: 6.8
Piotroski: 3/9Altman Z: 3.37

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

AVTUndervalued (+71.7%)

Margin of Safety

+71.7%

Fair Value

$234.61

Current Price

$81.53

$153.08 discount

UndervaluedFair: $234.61Overvalued
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

AVT2 strengths · Avg: 10.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Altman Z-ScoreHealth
3.3710/10

Safe zone — low bankruptcy risk

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

AVT4 concerns · Avg: 3.3/10
P/E RatioValuation
33.1x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
4.2%3/10

ROE of 4.2% — below average capital efficiency

Profit MarginProfitability
0.9%3/10

0.9% margin — thin

Operating MarginProfitability
2.7%3/10

Operating margin of 2.7%

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 : AVT

The strongest argument for AVT centers on Price/Book, Altman Z-Score. Revenue growth of 11.6% 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 : AVT

The primary concerns for AVT are P/E Ratio, Return on Equity, Profit Margin. Thin 0.9% margins leave little buffer for downturns.

Bear Case : ZEPP

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

Key Dynamics to Monitor

AVT profiles as a value stock while ZEPP is a hypergrowth play — different risk/reward profiles.

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

ZEPP is growing revenue faster at 43.0% — sustainability is the question.

Monitor ELECTRONICS & COMPUTER DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AVT scores higher overall (49/100 vs 41/100) and 11.6% revenue growth. ZEPP offers better value entry with a 48.6% margin of safety. Both earn "Hold" 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.

Avnet Inc

TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA

Avnet, Inc., a technology solutions company, markets, sells and distributes electronic components. The company is headquartered in Phoenix, Arizona.

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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.

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