Flywire Corp (FLYW)vsZepp Health Corp (ZEPP)
FLYW
Flywire Corp
$13.68
+0.74%
TECHNOLOGY · Cap: $1.69B
ZEPP
Zepp Health Corp
$17.47
+4.55%
TECHNOLOGY · Cap: $247.54M
Smart Verdict
WallStSmart Research — data-driven comparison
Flywire Corp generates 141% more annual revenue ($623.02M vs $258.90M). FLYW leads profitability with a 2.2% profit margin vs -15.5%. ZEPP earns a higher WallStSmart Score of 41/100 (D).
FLYW
Hold39
out of 100
Grade: F
ZEPP
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.4%
Fair Value
$36.41
Current Price
$13.68
$22.73 discount
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
Revenue surging 34.0% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Reasonable price relative to book value
Revenue surging 43.0% year-over-year
Areas to Watch
Smaller company, higher risk/reward
ROE of 1.6% — below average capital efficiency
2.2% margin — thin
Weak financial health signals
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 : FLYW
The strongest argument for FLYW centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 34.0% 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 : FLYW
The primary concerns for FLYW are Market Cap, Return on Equity, Profit Margin. A P/E of 124.4x leaves little room for execution misses. Thin 2.2% 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
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 - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ZEPP scores higher overall (41/100 vs 39/100) and 43.0% revenue growth. FLYW offers better value entry with a 69.4% 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.
Flywire Corp
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Flywire Corporation is a payments enablement and software company in the United States and internationally. The company is headquartered in Boston, Massachusetts.
Visit Website →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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