Thryv Holdings Inc (THRY)vsZepp Health Corp (ZEPP)
THRY
Thryv Holdings Inc
$3.58
-2.19%
TECHNOLOGY · Cap: $170.48M
ZEPP
Zepp Health Corp
$17.47
+4.55%
TECHNOLOGY · Cap: $247.54M
Smart Verdict
WallStSmart Research — data-driven comparison
Thryv Holdings Inc generates 203% more annual revenue ($785.01M vs $258.90M). THRY leads profitability with a 0.0% profit margin vs -15.5%. THRY earns a higher WallStSmart Score of 51/100 (C-).
THRY
Buy51
out of 100
Grade: C-
ZEPP
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for THRY.
Margin of Safety
+48.6%
Fair Value
$46.70
Current Price
$17.47
$29.23 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 106.7% YoY
Reasonable price relative to book value
Revenue surging 43.0% year-over-year
Areas to Watch
2.7% revenue growth
Smaller company, higher risk/reward
ROE of 0.1% — below average capital efficiency
0.0% margin — thin
Smaller company, higher risk/reward
ROE of -17.2% — below average capital efficiency
Earnings declined 68.1%
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : THRY
The strongest argument for THRY centers on Price/Book, EPS Growth.
Bull Case : ZEPP
The strongest argument for ZEPP centers on Price/Book, Revenue Growth. Revenue growth of 43.0% demonstrates continued momentum.
Bear Case : THRY
The primary concerns for THRY are Revenue Growth, Market Cap, Return on Equity. A P/E of 386.0x leaves little room for execution misses. Thin 0.0% margins leave little buffer for downturns.
Bear Case : ZEPP
The primary concerns for ZEPP are Market Cap, Return on Equity, EPS Growth.
Key Dynamics to Monitor
THRY profiles as a value stock while ZEPP is a hypergrowth play — different risk/reward profiles.
ZEPP carries more volatility with a beta of 1.77 — expect wider price swings.
ZEPP is growing revenue faster at 43.0% — sustainability is the question.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
THRY scores higher overall (51/100 vs 41/100). ZEPP offers better value entry with a 48.6% margin of safety. Both earn "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.
Thryv Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Thryv Holdings, Inc. provides cloud-based tools and digital marketing solutions to small and medium-sized businesses (SMBs) in the United States. The company is headquartered in DFW Airport, Texas.
Zepp Health Corp
TECHNOLOGY · CONSUMER ELECTRONICS · China
Zepp Health Corporation, an activity and biometric data-driven company, develops, manufactures and sells smart wearable technology devices in the People's Republic of China. The company is headquartered in Hefei, the People's Republic of China.
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