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BLSH vs FROG

BLSH
Bullish
BEARISH
Price
$35.75
Market Cap
$5.39B
Sector
Technology
AI Confidence
68%
FROG
JFrog Ltd.
NEUTRAL
Price
$44.46
Market Cap
$5.39B
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
BLSH
--
FROG
--
Forward P/E
BLSH
51.31
FROG
40.59
P/B Ratio
BLSH
1.38
FROG
5.99
P/S Ratio
BLSH
27.1
FROG
10.13
EV/EBITDA
BLSH
43.02
FROG
-75.83

Profitability

Gross Margin
BLSH
100.0%
FROG
76.79%
Operating Margin
BLSH
56.8%
FROG
-13.68%
Profit Margin
BLSH
-30.71%
FROG
-13.5%
ROE
BLSH
--
FROG
-8.65%
ROA
BLSH
--
FROG
-4.32%

Growth

Revenue Growth
BLSH
98.0%
FROG
25.2%
Earnings Growth
BLSH
--
FROG
--

Financial Health

Debt/Equity
BLSH
0.15
FROG
0.01
Current Ratio
BLSH
38.78
FROG
2.14
Quick Ratio
BLSH
4.06
FROG
2.02

Dividends

Dividend Yield
BLSH
--
FROG
--
Payout Ratio
BLSH
0.0%
FROG
0.0%

AI Verdict

BLSH BEARISH

The company exhibits severe financial health concerns with a Piotroski F-Score of just 2/9, indicating weak fundamental strength. Despite impressive revenue growth (98% YoY) and strong operating metrics like 100% gross margin and 56.8% operating margin, profitability remains negative (net margin: -30.71%) and key valuation multiples are stretched, with a forward P/E of 51.31 and Price/Sales of 27.10. The stock has declined 47.4% over 1Y, 3Y, and 5Y periods, reflecting persistent investor skepticism, while analyst target of $51.00 suggests optimism but lacks consensus depth. Missing earnings estimates in all three reported quarters and lack of Altman Z-Score due to incomplete data further undermine confidence.

Strengths
Exceptional revenue growth (98% YoY), significantly above sector average of 61.28%
Perfect 100% gross margin, indicating strong pricing power and cost control at production level
High operating margin of 56.80%, reflecting efficient operations despite net losses
Risks
Critically low Piotroski F-Score of 2/9, signaling serious financial distress and weak fundamentals
Negative net profit margin (-30.71%) despite high operating margins, indicating unsustainable cost structure or one-time charges
Missing earnings estimates in all three available quarters, with average surprise of -4.06%
FROG NEUTRAL

FROG presents a dichotomy between strong growth fundamentals and concerning internal sentiment. The company maintains a stable financial health profile with a Piotroski F-Score of 5/9 and a pristine balance sheet (Debt/Equity of 0.01), though it remains GAAP unprofitable with a -13.50% profit margin. While revenue growth is robust at 25.20% and earnings consistently beat estimates, the bearish insider signal (CEO/CFO selling) and a 0/100 technical trend offset the 'Strong Buy' analyst consensus. The stock is currently valued as a high-growth asset, trading at a premium P/S ratio of 10.13.

Strengths
Strong top-line growth with 25.20% YoY revenue increase
Excellent gross margins of 76.79% indicating high scalability
Negligible debt levels (Debt/Equity 0.01) and healthy liquidity (Current Ratio 2.14)
Risks
Negative net profit margins (-13.50%) and ROE (-8.65%)
Aggressive insider selling, including transactions by the CEO and CFO
High valuation multiples (P/S of 10.13) making it sensitive to growth decelerations

Compare Another Pair

BLSH vs FROG: Head-to-Head Comparison

This page compares Bullish (BLSH) and JFrog Ltd. (FROG) 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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