GDEV Inc. (GDEV)vsSohu.Com Inc (SOHU)
GDEV
GDEV Inc.
$13.39
+0.45%
COMMUNICATION SERVICES · Cap: $274.67M
SOHU
Sohu.Com Inc
$16.32
+3.03%
COMMUNICATION SERVICES · Cap: $444.67M
Smart Verdict
WallStSmart Research — data-driven comparison
Sohu.Com Inc generates 33% more annual revenue ($548.59M vs $412.02M). SOHU leads profitability with a 22.7% profit margin vs 13.7%. GDEV appears more attractively valued with a PEG of 0.65. GDEV earns a higher WallStSmart Score of 54/100 (C-).
GDEV
Buy54
out of 100
Grade: C-
SOHU
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.8%
Fair Value
$119.81
Current Price
$13.39
$106.42 discount
Margin of Safety
+34.8%
Fair Value
$25.16
Current Price
$16.32
$8.84 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 67.1% YoY
Growing faster than its price suggests
Strong operational efficiency at 25.5%
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 23 of every $100 in revenue as profit
Areas to Watch
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Revenue declined 11.8%
Smaller company, higher risk/reward
Expensive relative to growth rate
Revenue declined 26.7%
Earnings declined 75.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : GDEV
The strongest argument for GDEV centers on P/E Ratio, EPS Growth, PEG Ratio. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bull Case : SOHU
The strongest argument for SOHU centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 22.7% and operating margin at -17.7%.
Bear Case : GDEV
The primary concerns for GDEV are Market Cap, Return on Equity, Revenue Growth.
Bear Case : SOHU
The primary concerns for SOHU are Market Cap, PEG Ratio, Revenue Growth.
Key Dynamics to Monitor
GDEV carries more volatility with a beta of 1.24 — expect wider price swings.
GDEV is growing revenue faster at -11.8% — sustainability is the question.
GDEV generates stronger free cash flow (15M), providing more financial flexibility.
Monitor ELECTRONIC GAMING & MULTIMEDIA industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GDEV scores higher overall (54/100 vs 50/100). SOHU offers better value entry with a 34.8% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
GDEV Inc.
COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · USA
GDEV Inc. is a prominent player in the gaming and digital entertainment landscape, specializing in the development and distribution of immersive gaming experiences across diverse platforms. The company utilizes cutting-edge technology to create compelling content that not only captivates users but also promotes community engagement. With a strong portfolio of popular titles and a steadfast commitment to innovation, GDEV is poised for continued growth in the fast-paced gaming market. Additionally, the company strategically seeks partnerships and collaborations to enhance its market presence and effectively leverage emerging trends within the industry.
Sohu.Com Inc
COMMUNICATION SERVICES · ELECTRONIC GAMING & MULTIMEDIA · China
Sohu.com Limited provides online media, games and search products and services on PC and mobile devices in China. The company is headquartered in Beijing, China.
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