WallStSmart

Gambling.com Group Ltd (GAMB)vsSGHC Limited (SGHC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

SGHC Limited generates 1371% more annual revenue ($2.43B vs $165.25M). SGHC leads profitability with a 15.1% profit margin vs -27.4%. SGHC earns a higher WallStSmart Score of 60/100 (C+).

GAMB

Hold

44

out of 100

Grade: D

Growth: 7.3Profit: 4.0Value: 5.0Quality: 3.5
Piotroski: 3/9Altman Z: 0.85

SGHC

Buy

60

out of 100

Grade: C+

Growth: 8.7Profit: 9.5Value: 4.3Quality: 6.8
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for GAMB.

SGHCSignificantly Overvalued (-85.0%)

Margin of Safety

-85.0%

Fair Value

$7.19

Current Price

$13.30

$6.11 premium

UndervaluedFair: $7.19Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GAMB2 strengths · Avg: 10.0/10
Price/BookValuation
0.6x10/10

Reasonable price relative to book value

EPS GrowthGrowth
63.2%10/10

Earnings expanding 63.2% YoY

SGHC5 strengths · Avg: 8.6/10
Return on EquityProfitability
31.8%10/10

Every $100 of equity generates 32 in profit

Debt/EquityHealth
0.139/10

Conservative balance sheet, low leverage

Operating MarginProfitability
25.2%8/10

Strong operational efficiency at 25.2%

Revenue GrowthGrowth
18.1%8/10

18.1% revenue growth

EPS GrowthGrowth
46.1%8/10

Earnings expanding 46.1% YoY

Areas to Watch

GAMB4 concerns · Avg: 2.8/10
Market CapQuality
$68.03M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.133/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-33.9%2/10

ROE of -33.9% — below average capital efficiency

SGHC1 concerns · Avg: 4.0/10
Price/BookValuation
8.1x4/10

Trading at 8.1x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : GAMB

The strongest argument for GAMB centers on Price/Book, EPS Growth.

Bull Case : SGHC

The strongest argument for SGHC centers on Return on Equity, Debt/Equity, Operating Margin. Profitability is solid with margins at 15.1% and operating margin at 25.2%. Revenue growth of 18.1% demonstrates continued momentum.

Bear Case : GAMB

The primary concerns for GAMB are Market Cap, Debt/Equity, Piotroski F-Score.

Bear Case : SGHC

The primary concerns for SGHC are Price/Book.

Key Dynamics to Monitor

GAMB profiles as a turnaround stock while SGHC is a growth play — different risk/reward profiles.

SGHC carries more volatility with a beta of 1.09 — expect wider price swings.

SGHC is growing revenue faster at 18.1% — sustainability is the question.

SGHC generates stronger free cash flow (164M), providing more financial flexibility.

Bottom Line

SGHC scores higher overall (60/100 vs 44/100), backed by strong 15.1% margins and 18.1% 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.

Gambling.com Group Ltd

CONSUMER CYCLICAL · GAMBLING · USA

Gambling.com Group Ltd (GAMB) is a prominent online marketing firm dedicated to the regulated gambling and gaming sectors, utilizing an innovative suite of digital assets to optimize operator visibility and enhance user engagement. The company employs advanced technology and data-driven strategies to excel in customer acquisition and monetization, establishing itself as a leader in lead generation within a thriving market. With strong strategic partnerships and deep industry knowledge, Gambling.com is strategically positioned to capitalize on the burgeoning online gaming landscape, all while upholding stringent compliance and responsible gambling standards that bolster its competitive advantage.

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SGHC Limited

CONSUMER CYCLICAL · GAMBLING · USA

Super Group (SGHC) Limited is an online sports betting and gaming operator. The company is headquartered in Saint Peter Port, Guernsey.

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