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KDK vs PENG

KDK
Kodiak AI, Inc.
BEARISH
Price
$7.64
Market Cap
$1.38B
Sector
Technology
AI Confidence
95%
PENG
Penguin Solutions, Inc.
NEUTRAL
Price
$26.09
Market Cap
$1.37B
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
KDK
--
PENG
37.27
Forward P/E
KDK
-12.82
PENG
10.14
P/B Ratio
KDK
-4.74
PENG
3.38
P/S Ratio
KDK
364.61
PENG
1.02
EV/EBITDA
KDK
-14.12
PENG
11.2

Profitability

Gross Margin
KDK
100.0%
PENG
28.32%
Operating Margin
KDK
-3676.16%
PENG
7.8%
Profit Margin
KDK
0.0%
PENG
4.07%
ROE
KDK
--
PENG
9.59%
ROA
KDK
-72.21%
PENG
3.04%

Growth

Revenue Growth
KDK
-92.3%
PENG
-6.2%
Earnings Growth
KDK
--
PENG
544.4%

Financial Health

Debt/Equity
KDK
--
PENG
0.83
Current Ratio
KDK
4.73
PENG
2.1
Quick Ratio
KDK
4.57
PENG
1.46

Dividends

Dividend Yield
KDK
--
PENG
--
Payout Ratio
KDK
0.0%
PENG
0.0%

AI Verdict

KDK BEARISH

KDK exhibits severe financial distress, highlighted by a Piotroski F-Score of 1/9, indicating critical weakness in fundamental health. The company is operating with negative equity (Price/Book of -4.74) and an astronomical Price/Sales ratio of 364.61, suggesting extreme overvaluation relative to its current revenue generation. Revenue has collapsed by 92.30% YoY, and operating margins are deeply negative at -3676.16%. While analysts maintain a 'strong_buy' rating with a target of $15.70, this is completely decoupled from the deterministic financial data and current bearish technical trend.

Strengths
Strong short-term liquidity with a Current Ratio of 4.73
High Gross Margin (100%) suggesting low direct cost of sales
Strong analyst support with a 'strong_buy' consensus
Risks
Negative shareholder equity (Price/Book: -4.74)
Catastrophic revenue decline of -92.30% YoY
Extreme operating losses (-3676.16% operating margin)
PENG NEUTRAL

PENG presents a complex profile with a stable Piotroski F-Score of 4/9 and a current price ($26.09) that significantly exceeds both its Graham Number ($11.02) and Intrinsic Value ($20.65). While the company exhibits explosive YoY earnings growth (544.40%) and a highly attractive Forward P/E of 10.14, these are contrasted by negative revenue growth (-6.20%) and bearish insider activity. The stock is currently trading at a growth premium, supported by strong analyst consensus but hindered by fundamental top-line contraction.

Strengths
Exceptional YoY earnings growth of 544.40%
Very attractive Forward P/E ratio of 10.14
Strong track record of earnings beats (3/4 last 4 quarters)
Risks
Negative YoY and Q/Q revenue growth indicating top-line struggle
Bearish insider sentiment with consistent officer selling
Current price is 23% above growth-based intrinsic value

Compare Another Pair

KDK vs PENG: Head-to-Head Comparison

This page compares Kodiak AI, Inc. (KDK) and Penguin Solutions, Inc. (PENG) 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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