GoPro Inc (GPRO)vsSPS Commerce Inc (SPSC)
GPRO
GoPro Inc
$1.65
+10.74%
TECHNOLOGY · Cap: $225.76M
SPSC
SPS Commerce Inc
$56.12
+1.70%
TECHNOLOGY · Cap: $2.07B
Smart Verdict
WallStSmart Research — data-driven comparison
SPS Commerce Inc generates 15% more annual revenue ($751.50M vs $651.54M). SPSC leads profitability with a 12.4% profit margin vs -14.3%. GPRO appears more attractively valued with a PEG of 0.73. SPSC earns a higher WallStSmart Score of 63/100 (C+).
GPRO
Hold39
out of 100
Grade: F
SPSC
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GPRO.
Margin of Safety
+72.5%
Fair Value
$248.95
Current Price
$56.12
$192.83 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 46.9% YoY
Areas to Watch
0.4% revenue growth
Smaller company, higher risk/reward
ROE of -81.9% — below average capital efficiency
Earnings declined 93.7%
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : GPRO
The strongest argument for GPRO centers on PEG Ratio. PEG of 0.73 suggests the stock is reasonably priced for its growth.
Bull Case : SPSC
The strongest argument for SPSC centers on Debt/Equity, Altman Z-Score, Price/Book. Revenue growth of 12.7% demonstrates continued momentum.
Bear Case : GPRO
The primary concerns for GPRO are Revenue Growth, Market Cap, Return on Equity.
Bear Case : SPSC
The primary concerns for SPSC are Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
GPRO profiles as a turnaround stock while SPSC is a value play — different risk/reward profiles.
GPRO carries more volatility with a beta of 1.66 — expect wider price swings.
SPSC is growing revenue faster at 12.7% — sustainability is the question.
SPSC generates stronger free cash flow (38M), providing more financial flexibility.
Bottom Line
SPSC scores higher overall (63/100 vs 39/100) and 12.7% 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.
GoPro Inc
TECHNOLOGY · CONSUMER ELECTRONICS · USA
GoPro, Inc. develops and sells mountable and portable cameras, drones, and accessories in the United States and internationally. The company is headquartered in San Mateo, California.
SPS Commerce Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SPS Commerce, Inc. provides cloud-based supply chain management solutions globally. The company is headquartered in Minneapolis, Minnesota.
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