Pinterest Inc (PINS)vsReddit, Inc. (RDDT)
PINS
Pinterest Inc
$19.91
-4.83%
COMMUNICATION SERVICES · Cap: $12.41B
RDDT
Reddit, Inc.
$129.90
-1.29%
COMMUNICATION SERVICES · Cap: $30.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Pinterest Inc generates 64% more annual revenue ($4.56B vs $2.78B). RDDT leads profitability with a 31.4% profit margin vs 5.5%. PINS appears more attractively valued with a PEG of 0.24. RDDT earns a higher WallStSmart Score of 77/100 (B+).
PINS
Hold50
out of 100
Grade: D+
RDDT
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.1%
Fair Value
$54.71
Current Price
$19.91
$34.80 discount
Margin of Safety
-4.7%
Fair Value
$137.78
Current Price
$129.90
$7.88 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Safe zone — low bankruptcy risk
18.2% revenue growth
Keeps 31 of every $100 in revenue as profit
Revenue surging 61.1% year-over-year
Earnings expanding 177.8% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 27 in profit
Areas to Watch
5.5% margin — thin
Premium valuation, high expectations priced in
Earnings declined 84.6%
Operating margin of -3.5%
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : PINS
The strongest argument for PINS centers on PEG Ratio, Altman Z-Score, Revenue Growth. Revenue growth of 18.2% demonstrates continued momentum. PEG of 0.24 suggests the stock is reasonably priced for its growth.
Bull Case : RDDT
The strongest argument for RDDT centers on Profit Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 31.4% and operating margin at 28.8%. Revenue growth of 61.1% demonstrates continued momentum.
Bear Case : PINS
The primary concerns for PINS are Profit Margin, P/E Ratio, EPS Growth. A P/E of 66.4x leaves little room for execution misses.
Bear Case : RDDT
The primary concerns for RDDT are P/E Ratio.
Key Dynamics to Monitor
RDDT carries more volatility with a beta of 2.05 — expect wider price swings.
RDDT is growing revenue faster at 61.1% — sustainability is the question.
PINS generates stronger free cash flow (270M), providing more financial flexibility.
Monitor INTERNET CONTENT & INFORMATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RDDT scores higher overall (77/100 vs 50/100), backed by strong 31.4% margins and 61.1% revenue growth. PINS offers better value entry with a 65.1% margin of safety. Both earn "Strong 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.
Pinterest Inc
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Pinterest, Inc. provides a visual discovery engine in the United States and internationally. The company is headquartered in San Francisco, California.
Reddit, Inc.
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Reddit, Inc. operates a website that organizes digital communities. The company is headquartered in San Francisco, California.
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