Seagate Technology PLC (STX)vsTransAct Technologies Incorporated (TACT)
STX
Seagate Technology PLC
$915.19
-5.16%
TECHNOLOGY · Cap: $203.60B
TACT
TransAct Technologies Incorporated
$5.61
+2.19%
TECHNOLOGY · Cap: $52.41M
Smart Verdict
WallStSmart Research — data-driven comparison
Seagate Technology PLC generates 20736% more annual revenue ($11.01B vs $52.84M). STX leads profitability with a 21.6% profit margin vs -0.9%. STX appears more attractively valued with a PEG of 0.62. STX earns a higher WallStSmart Score of 77/100 (B+).
STX
Strong Buy77
out of 100
Grade: B+
TACT
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for STX.
Margin of Safety
+39.7%
Fair Value
$5.94
Current Price
$5.61
$0.33 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 217 in profit
Strong operational efficiency at 35.7%
Revenue surging 44.1% year-over-year
Earnings expanding 108.3% YoY
Keeps 22 of every $100 in revenue as profit
Earnings expanding 3863.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 187.5x book value
Distress zone — elevated risk
Elevated debt levels
Smaller company, higher risk/reward
Weak financial health signals
ROE of -1.5% — below average capital efficiency
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : STX
The strongest argument for STX centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 21.6% and operating margin at 35.7%. Revenue growth of 44.1% demonstrates continued momentum.
Bull Case : TACT
The strongest argument for TACT centers on EPS Growth, Altman Z-Score, Debt/Equity. Revenue growth of 10.4% demonstrates continued momentum. PEG of 0.75 suggests the stock is reasonably priced for its growth.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book, Altman Z-Score. A P/E of 85.5x leaves little room for execution misses. Debt-to-equity of 3.82 is elevated, increasing financial risk.
Bear Case : TACT
The primary concerns for TACT are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
STX profiles as a growth stock while TACT is a turnaround play — different risk/reward profiles.
STX carries more volatility with a beta of 2.08 — 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 (77/100 vs 59/100), backed by strong 21.6% margins and 44.1% revenue growth. TACT offers better value entry with a 39.7% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
TransAct Technologies Incorporated
TECHNOLOGY · COMPUTER HARDWARE · USA
TransAct Technologies Incorporated designs, develops and markets specialized and transaction-based printers and terminals in the United States and internationally. The company is headquartered in Hamden, Connecticut.
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