WallStSmart

Energy Vault Holdings Inc (NRGV)vsOklo Inc. (OKLO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

OKLO leads profitability with a 0.0% profit margin vs -53.0%. OKLO earns a higher WallStSmart Score of 33/100 (F).

NRGV

Avoid

28

out of 100

Grade: F

Growth: 7.3Profit: 2.0Value: 6.0Quality: 4.0
Piotroski: 4/9Altman Z: -2.38

OKLO

Avoid

33

out of 100

Grade: F

Growth: 5.7Profit: 3.0Value: 5.0Quality: 8.5
Piotroski: 3/9Altman Z: 17.40
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NRGVUndervalued (+22.5%)

Margin of Safety

+22.5%

Fair Value

$5.24

Current Price

$5.47

$0.23 discount

UndervaluedFair: $5.24Overvalued

Intrinsic value data unavailable for OKLO.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NRGV1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
156.4%10/10

Revenue surging 156.4% year-over-year

OKLO3 strengths · Avg: 9.3/10
Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
17.4010/10

Safe zone — low bankruptcy risk

EPS GrowthGrowth
29.7%8/10

Earnings expanding 29.7% YoY

Areas to Watch

NRGV4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$917.97M3/10

Smaller company, higher risk/reward

Price/BookValuation
30.4x2/10

Trading at 30.4x book value

Return on EquityProfitability
-377.4%2/10

ROE of -377.4% — below average capital efficiency

OKLO4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : NRGV

The strongest argument for NRGV centers on Revenue Growth. Revenue growth of 156.4% demonstrates continued momentum.

Bull Case : OKLO

The strongest argument for OKLO centers on Debt/Equity, Altman Z-Score, EPS Growth.

Bear Case : NRGV

The primary concerns for NRGV are EPS Growth, Market Cap, Price/Book. Debt-to-equity of 5.64 is elevated, increasing financial risk.

Bear Case : OKLO

The primary concerns for OKLO are Revenue Growth, Profit Margin, Operating Margin.

Key Dynamics to Monitor

NRGV profiles as a hypergrowth stock while OKLO is a value play — different risk/reward profiles.

OKLO carries more volatility with a beta of 1.18 — expect wider price swings.

NRGV is growing revenue faster at 156.4% — sustainability is the question.

OKLO generates stronger free cash flow (-51M), providing more financial flexibility.

Bottom Line

OKLO scores higher overall (33/100 vs 28/100). NRGV offers better value entry with a 22.5% margin of safety. Both earn "Avoid" 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.

Energy Vault Holdings Inc

UTILITIES · UTILITIES - RENEWABLE · USA

Energy Vault Holdings, Inc. develops and sells energy storage solutions. The company is headquartered in Westlake Village, California.

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Oklo Inc.

UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA

Oklo Inc. designs and develops fission power plants to provide reliable and commercial-scale energy to customers in the United States. The company is headquartered in Santa Clara, California.

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