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BLKB vs PLAB

BLKB
Blackbaud, Inc.
BEARISH
Price
$56.34
Market Cap
$2.73B
Sector
Technology
AI Confidence
78%
PLAB
Photronics, Inc.
NEUTRAL
Price
$45.84
Market Cap
$2.7B
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
BLKB
--
PLAB
19.59
Forward P/E
BLKB
11.57
PLAB
19.42
P/B Ratio
BLKB
24.6
PLAB
2.2
P/S Ratio
BLKB
2.41
PLAB
3.13
EV/EBITDA
BLKB
12.37
PLAB
8.71

Profitability

Gross Margin
BLKB
58.24%
PLAB
35.14%
Operating Margin
BLKB
19.62%
PLAB
24.38%
Profit Margin
BLKB
-22.16%
PLAB
15.83%
ROE
BLKB
-77.16%
PLAB
12.22%
ROA
BLKB
6.68%
PLAB
7.31%

Growth

Revenue Growth
BLKB
-1.9%
PLAB
6.1%
Earnings Growth
BLKB
180.0%
PLAB
8.8%

Financial Health

Debt/Equity
BLKB
9.93
PLAB
0.0
Current Ratio
BLKB
0.69
PLAB
4.58
Quick Ratio
BLKB
0.13
PLAB
4.1

Dividends

Dividend Yield
BLKB
--
PLAB
--
Payout Ratio
BLKB
0.0%
PLAB
0.0%

AI Verdict

BLKB BEARISH

The deterministic health scores paint a concerning picture, with a Piotroski F-Score of 4/9 indicating marginal financial stability and no Altman Z-Score available to confirm safety from distress. Despite strong operating margins and recent earnings beats, the company is unprofitable overall (negative net margin and ROE), carries an extremely high debt/equity ratio of 9.93, and shows weak liquidity. Valuation multiples like a Price/Book of 24.60 appear stretched against poor profitability, while insider selling and declining revenue further undermine confidence. The stock trades below analyst targets but faces significant structural and financial headwinds.

Strengths
Strong operating margin of 19.62% indicates pricing power or cost control at the operational level
High gross margin of 58.24% reflects scalable software business model
Recent quarterly earnings have consistently beaten estimates, with 3 out of last 4 quarters above expectations
Risks
Piotroski F-Score of 4/9 indicates weak financial health, particularly in profitability and leverage
Extremely high Debt/Equity ratio of 9.93 raises serious concerns about solvency and financial flexibility
Negative profit margin (-22.16%) and ROE (-77.16%) show the company is not converting equity into profits
PLAB NEUTRAL

PLAB presents a dichotomy between a pristine balance sheet and concerning valuation/sentiment signals. While the Piotroski F-Score of 4/9 indicates stable health and the company maintains zero debt with exceptional liquidity, the stock's 157.8% one-year rally has outpaced its modest 6-8% growth rates. The current price of $45.84 is trading near its growth-based intrinsic value ($47.27) but significantly above its defensive Graham Number ($33.13). Heavy insider selling by the CEO and President, coupled with a high PEG ratio of 2.64, suggests the stock is currently overextended.

Strengths
Zero debt with a Debt/Equity ratio of 0.00
Exceptional liquidity with a Current Ratio of 4.58
Strong operating margins of 24.38%
Risks
Significant insider selling (14 sell transactions, 0 buys)
High PEG ratio (2.64) indicating overvaluation relative to growth
Stalling Q/Q earnings growth (0.20%)

Compare Another Pair

BLKB vs PLAB: Head-to-Head Comparison

This page compares Blackbaud, Inc. (BLKB) and Photronics, Inc. (PLAB) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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