Jamf Holding (JAMF)vsUber Technologies Inc (UBER)
JAMF
Jamf Holding
$13.05
0.00%
TECHNOLOGY · Cap: $1.75B
UBER
Uber Technologies Inc
$69.93
-1.34%
TECHNOLOGY · Cap: $146.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 7897% more annual revenue ($55.23B vs $690.59M). UBER leads profitability with a 17.3% profit margin vs -0.1%. UBER earns a higher WallStSmart Score of 64/100 (C+).
JAMF
Hold35
out of 100
Grade: F
UBER
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.7%
Fair Value
$21.63
Current Price
$13.05
$8.58 discount
Margin of Safety
+1.8%
Fair Value
$71.76
Current Price
$69.93
$1.83 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 35 in profit
Earnings expanding 85.5% YoY
Large-cap with strong market position
Attractively priced relative to earnings
Generating 2.8B in free cash flow
Areas to Watch
0.2% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 0.0%
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : JAMF
The strongest argument for JAMF centers on Price/Book.
Bull Case : UBER
The strongest argument for UBER centers on Return on Equity, EPS Growth, Market Cap. Profitability is solid with margins at 17.3% and operating margin at 13.3%. Revenue growth of 12.2% demonstrates continued momentum.
Bear Case : JAMF
The primary concerns for JAMF are Revenue Growth, EPS Growth, Market Cap.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
JAMF profiles as a turnaround stock while UBER is a mature play — different risk/reward profiles.
UBER carries more volatility with a beta of 1.16 — expect wider price swings.
UBER is growing revenue faster at 12.2% — sustainability is the question.
UBER generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
UBER scores higher overall (64/100 vs 35/100), backed by strong 17.3% margins and 12.2% revenue growth. JAMF offers better value entry with a 39.7% margin of safety. 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.
Jamf Holding
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Jamf Holding Corp. The company is headquartered in Minneapolis, Minnesota.
Visit Website →Uber Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?