Rush Enterprises A Inc (RUSHA)vsSeagate Technology PLC (STX)
RUSHA
Rush Enterprises A Inc
$72.31
+1.42%
CONSUMER CYCLICAL · Cap: $5.58B
STX
Seagate Technology PLC
$782.64
+2.11%
TECHNOLOGY · Cap: $171.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Seagate Technology PLC generates 51% more annual revenue ($11.01B vs $7.27B). STX leads profitability with a 21.6% profit margin vs 3.6%. STX appears more attractively valued with a PEG of 0.54. STX earns a higher WallStSmart Score of 76/100 (B+).
RUSHA
Hold47
out of 100
Grade: D+
STX
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.8%
Fair Value
$164.81
Current Price
$72.31
$92.50 discount
Intrinsic value data unavailable for STX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Strong operational efficiency at 35.7%
Revenue surging 44.1% year-over-year
Earnings expanding 108.3% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Growing faster than its price suggests
Areas to Watch
3.6% margin — thin
Operating margin of 4.9%
Expensive relative to growth rate
Revenue declined 9.0%
Premium valuation, high expectations priced in
Trading at 372.7x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : RUSHA
The strongest argument for RUSHA centers on Altman Z-Score, Price/Book.
Bull Case : STX
The strongest argument for STX centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 21.6% and operating margin at 35.7%. Revenue growth of 44.1% demonstrates continued momentum.
Bear Case : RUSHA
The primary concerns for RUSHA are Profit Margin, Operating Margin, PEG Ratio. Thin 3.6% margins leave little buffer for downturns.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 72.4x leaves little room for execution misses.
Key Dynamics to Monitor
RUSHA profiles as a value stock while STX is a growth play — different risk/reward profiles.
STX carries more volatility with a beta of 2.01 — expect wider price swings.
STX is growing revenue faster at 44.1% — sustainability is the question.
STX generates stronger free cash flow (953M), providing more financial flexibility.
Bottom Line
STX scores higher overall (76/100 vs 47/100), backed by strong 21.6% margins and 44.1% revenue growth. RUSHA offers better value entry with a 55.8% 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.
Rush Enterprises A Inc
CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · USA
Rush Enterprises, Inc. is an integrated retailer of commercial vehicles and related services in the United States. The company is headquartered in New Braunfels, Texas.
Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
Compare with Other AUTO & TRUCK DEALERSHIPS Stocks
Want to dig deeper into these stocks?