Extreme Networks Inc (EXTR)vsTurtle Beach Corporation (TBCH)
EXTR
Extreme Networks Inc
$22.20
+4.82%
TECHNOLOGY · Cap: $2.80B
TBCH
Turtle Beach Corporation
$12.81
+8.19%
TECHNOLOGY · Cap: $223.51M
Smart Verdict
WallStSmart Research — data-driven comparison
Extreme Networks Inc generates 331% more annual revenue ($1.28B vs $297.77M). EXTR leads profitability with a 3.3% profit margin vs -1.1%. EXTR appears more attractively valued with a PEG of 0.80. EXTR earns a higher WallStSmart Score of 63/100 (C+).
EXTR
Buy63
out of 100
Grade: C+
TBCH
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-64.4%
Fair Value
$12.88
Current Price
$22.20
$9.32 premium
Intrinsic value data unavailable for TBCH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 206.4% YoY
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
3.3% margin — thin
Premium valuation, high expectations priced in
Trading at 32.6x book value
Distress zone — elevated risk
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 1.1% — below average capital efficiency
Revenue declined 0.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : EXTR
The strongest argument for EXTR centers on EPS Growth, Return on Equity, PEG Ratio. Revenue growth of 10.3% demonstrates continued momentum. PEG of 0.80 suggests the stock is reasonably priced for its growth.
Bull Case : TBCH
The strongest argument for TBCH centers on PEG Ratio, Price/Book. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bear Case : EXTR
The primary concerns for EXTR are Profit Margin, P/E Ratio, Price/Book. A P/E of 69.2x leaves little room for execution misses. Debt-to-equity of 2.20 is elevated, increasing financial risk.
Bear Case : TBCH
The primary concerns for TBCH are Altman Z-Score, Market Cap, Return on Equity.
Key Dynamics to Monitor
EXTR profiles as a value stock while TBCH is a turnaround play — different risk/reward profiles.
TBCH carries more volatility with a beta of 2.31 — expect wider price swings.
EXTR is growing revenue faster at 10.3% — sustainability is the question.
EXTR generates stronger free cash flow (31M), providing more financial flexibility.
Bottom Line
EXTR scores higher overall (63/100 vs 40/100) and 10.3% revenue growth. 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.
Extreme Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Extreme Networks, Inc. provides software-driven networking solutions for businesses, data centers, and service provider customers globally. The company is headquartered in San Jose, California.
Turtle Beach Corporation
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Turtle Beach Corporation is an audio technology company in North America, Europe, the Middle East, and the Asia Pacific. The company is headquartered in White Plains, New York.
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