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GDYN vs PUBM

GDYN
Grid Dynamics Holdings, Inc.
BEARISH
Price
$5.35
Market Cap
$456.6M
Sector
Technology
AI Confidence
85%
PUBM
PubMatic, Inc.
NEUTRAL
Price
$9.81
Market Cap
$465.0M
Sector
Technology
AI Confidence
80%

Valuation

P/E Ratio
GDYN
48.64
PUBM
--
Forward P/E
GDYN
10.16
PUBM
21.56
P/B Ratio
GDYN
0.84
PUBM
1.75
P/S Ratio
GDYN
1.11
PUBM
1.64
EV/EBITDA
GDYN
5.85
PUBM
86.36

Profitability

Gross Margin
GDYN
34.56%
PUBM
63.57%
Operating Margin
GDYN
2.75%
PUBM
11.78%
Profit Margin
GDYN
2.35%
PUBM
-5.11%
ROE
GDYN
1.82%
PUBM
-5.36%
ROA
GDYN
0.27%
PUBM
-1.44%

Growth

Revenue Growth
GDYN
5.9%
PUBM
-6.4%
Earnings Growth
GDYN
-99.7%
PUBM
-49.5%

Financial Health

Debt/Equity
GDYN
0.03
PUBM
0.17
Current Ratio
GDYN
8.43
PUBM
1.39
Quick Ratio
GDYN
8.09
PUBM
1.34

Dividends

Dividend Yield
GDYN
--
PUBM
--
Payout Ratio
GDYN
0.0%
PUBM
0.0%

AI Verdict

GDYN BEARISH

GDYN presents a stark contrast between a fortress balance sheet and collapsing operational performance. With a Piotroski F-Score of 4/9, the company is stable but lacks growth momentum, evidenced by a catastrophic -99.7% YoY earnings decline. Despite a strong analyst consensus and low P/B ratio, the technical trend is completely bearish (0/100) and C-suite insiders are actively selling. The current price of $5.35 trades at a premium to the Graham Number ($3.98), suggesting limited immediate upside despite the low debt profile.

Strengths
Extremely low Debt/Equity ratio (0.03)
Exceptional liquidity with a Current Ratio of 8.43
Attractive Price-to-Book ratio (0.84)
Risks
Severe earnings collapse (-99.7% YoY growth)
Bearish insider activity involving the CEO, CFO, and COO
Strong downward price momentum (-63.7% over the last year)
PUBM NEUTRAL

PUBM presents a contradictory profile with a stable Piotroski F-Score of 5/9 and a clean balance sheet, but severe growth headwinds. While the company maintains strong gross margins (63.57%) and a low debt-to-equity ratio (0.17), it is currently struggling with negative YoY revenue growth (-6.40%) and significant earnings contraction. The recent short-term price momentum is decoupled from fundamental deterioration and aggressive insider selling by the CEO and CFO. The stock is a speculative play on a turnaround rather than a value or growth investment.

Strengths
Strong Gross Margin of 63.57% indicating efficient core service delivery
Very low Debt/Equity ratio (0.17) suggesting minimal insolvency risk
Positive Operating Margin (11.78%) showing core business viability
Risks
Negative YoY Revenue Growth (-6.40%) indicating market share loss or sector decline
Severe Earnings Growth decline (-49.50% YoY)
High PEG Ratio (4.95) suggesting the stock is overvalued relative to its growth rate

Compare Another Pair

GDYN vs PUBM: Head-to-Head Comparison

This page compares Grid Dynamics Holdings, Inc. (GDYN) and PubMatic, Inc. (PUBM) 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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