Commerce.com, Inc. (CMRC)vsZepp Health Corp (ZEPP)
CMRC
Commerce.com, Inc.
$2.79
-4.78%
TECHNOLOGY · Cap: $246.95M
ZEPP
Zepp Health Corp
$17.47
+4.55%
TECHNOLOGY · Cap: $247.54M
Smart Verdict
WallStSmart Research — data-driven comparison
Commerce.com, Inc. generates 32% more annual revenue ($342.35M vs $258.90M). CMRC leads profitability with a -5.7% profit margin vs -15.5%. ZEPP earns a higher WallStSmart Score of 41/100 (D).
CMRC
Avoid28
out of 100
Grade: F
ZEPP
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CMRC.
Margin of Safety
+48.6%
Fair Value
$46.70
Current Price
$17.47
$29.23 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Reasonable price relative to book value
Revenue surging 43.0% year-over-year
Areas to Watch
2.9% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 0.9%
Smaller company, higher risk/reward
ROE of -17.2% — below average capital efficiency
Earnings declined 68.1%
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : CMRC
CMRC has a balanced fundamental profile.
Bull Case : ZEPP
The strongest argument for ZEPP centers on Price/Book, Revenue Growth. Revenue growth of 43.0% demonstrates continued momentum.
Bear Case : CMRC
The primary concerns for CMRC are Revenue Growth, EPS Growth, Market Cap.
Bear Case : ZEPP
The primary concerns for ZEPP are Market Cap, Return on Equity, EPS Growth.
Key Dynamics to Monitor
CMRC profiles as a turnaround 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 SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ZEPP scores higher overall (41/100 vs 28/100) and 43.0% revenue growth. Both earn "Hold" 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.
Commerce.com, Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Commerce.com, Inc. operates a software-as-a-service e-commerce platform for brands and retailers in the United States, North and South America, Europe, the Middle East, Africa, and the Asia Pacific. The company is headquartered in Austin, Texas.
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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