GoPro Inc (GPRO)vsSPS Commerce Inc (SPSC)
GPRO
GoPro Inc
$1.32
-2.22%
TECHNOLOGY · Cap: $278.58M
SPSC
SPS Commerce Inc
$82.00
-1.25%
TECHNOLOGY · Cap: $2.99B
Smart Verdict
WallStSmart Research — data-driven comparison
SPS Commerce Inc generates 36% more annual revenue ($772.49M vs $568.59M). SPSC leads profitability with a 10.1% profit margin vs -28.5%. GPRO appears more attractively valued with a PEG of 0.73. SPSC earns a higher WallStSmart Score of 46/100 (D+).
GPRO
Hold37
out of 100
Grade: F
SPSC
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GPRO.
Margin of Safety
+71.2%
Fair Value
$237.87
Current Price
$82.00
$155.88 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Growing faster than its price suggests
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
ROE of -236.1% — below average capital efficiency
Revenue declined 31.3%
Premium valuation, high expectations priced in
Expensive relative to growth rate
Earnings declined 63.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : GPRO
The strongest argument for GPRO centers on Debt/Equity, 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.
Bear Case : GPRO
The primary concerns for GPRO are Market Cap, Piotroski F-Score, Return on Equity.
Bear Case : SPSC
The primary concerns for SPSC are P/E Ratio, PEG Ratio, EPS Growth.
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 2.45 — expect wider price swings.
SPSC is growing revenue faster at 5.6% — sustainability is the question.
SPSC generates stronger free cash flow (57M), providing more financial flexibility.
Bottom Line
SPSC scores higher overall (46/100 vs 37/100). 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.
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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