WallStSmart

LiveWire Group Inc. (LVWR)vsFerrari NV (RACE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ferrari NV generates 25585% more annual revenue ($7.20B vs $28.04M). RACE leads profitability with a 22.2% profit margin vs -263.8%. RACE earns a higher WallStSmart Score of 50/100 (C-).

LVWR

Avoid

21

out of 100

Grade: F

Growth: 5.3Profit: 2.0Value: 5.0Quality: 5.0
Piotroski: 4/9Altman Z: -3.44

RACE

Buy

50

out of 100

Grade: C-

Growth: 5.3Profit: 9.0Value: 2.7Quality: 6.5
Piotroski: 6/9Altman Z: 1.44
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for LVWR.

RACESignificantly Overvalued (-44.3%)

Margin of Safety

-44.3%

Fair Value

$243.71

Current Price

$346.99

$103.28 premium

UndervaluedFair: $243.71Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LVWR1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
86.5%10/10

Revenue surging 86.5% year-over-year

RACE4 strengths · Avg: 9.0/10
Return on EquityProfitability
39.3%10/10

Every $100 of equity generates 39 in profit

Market CapQuality
$62.33B9/10

Large-cap with strong market position

Profit MarginProfitability
22.2%9/10

Keeps 22 of every $100 in revenue as profit

Operating MarginProfitability
29.5%8/10

Strong operational efficiency at 29.5%

Areas to Watch

LVWR4 concerns · Avg: 3.3/10
Price/BookValuation
8.6x4/10

Trading at 8.6x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$290.76M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-261.2%2/10

ROE of -261.2% — below average capital efficiency

RACE4 concerns · Avg: 4.0/10
P/E RatioValuation
33.8x4/10

Premium valuation, high expectations priced in

Price/BookValuation
13.0x4/10

Trading at 13.0x book value

Revenue GrowthGrowth
3.2%4/10

3.2% revenue growth

EPS GrowthGrowth
1.3%4/10

1.3% earnings growth

Comparative Analysis Report

WallStSmart Research

Bull Case : LVWR

The strongest argument for LVWR centers on Revenue Growth. Revenue growth of 86.5% demonstrates continued momentum.

Bull Case : RACE

The strongest argument for RACE centers on Return on Equity, Market Cap, Profit Margin. Profitability is solid with margins at 22.2% and operating margin at 29.5%.

Bear Case : LVWR

The primary concerns for LVWR are Price/Book, EPS Growth, Market Cap. Debt-to-equity of 2.64 is elevated, increasing financial risk.

Bear Case : RACE

The primary concerns for RACE are P/E Ratio, Price/Book, Revenue Growth.

Key Dynamics to Monitor

LVWR profiles as a hypergrowth stock while RACE is a value play — different risk/reward profiles.

LVWR carries more volatility with a beta of 1.77 — expect wider price swings.

LVWR is growing revenue faster at 86.5% — sustainability is the question.

RACE generates stronger free cash flow (732M), providing more financial flexibility.

Bottom Line

RACE scores higher overall (50/100 vs 21/100), backed by strong 22.2% margins. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

LiveWire Group Inc.

CONSUMER CYCLICAL · AUTO MANUFACTURERS · USA

LiveWire Group, Inc. is engaged in the manufacture of electric motorcycles in the North America, Europe/Middle East/Africa, and Asia Pacific regions. The company is headquartered in Milwaukee, Wisconsin.

Ferrari NV

CONSUMER CYCLICAL · AUTO MANUFACTURERS · USA

Ferrari NV designs, designs, produces and sells high performance sports cars. The company is headquartered in Maranello, Italy.

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