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KSPI vs PAYP

KSPI
Joint Stock Company Kaspi.kz
NEUTRAL
Price
$74.89
Market Cap
$14.22B
Sector
Technology
AI Confidence
80%
PAYP
PayPay Corporation
NEUTRAL
Price
$20.85
Market Cap
$14.11B
Sector
Technology
AI Confidence
80%

Valuation

P/E Ratio
KSPI
6.43
PAYP
19.86
Forward P/E
KSPI
0.01
PAYP
--
P/B Ratio
KSPI
0.01
PAYP
7.43
P/S Ratio
KSPI
--
PAYP
0.04
EV/EBITDA
KSPI
--
PAYP
6.5

Profitability

Gross Margin
KSPI
70.09%
PAYP
52.43%
Operating Margin
KSPI
0.0%
PAYP
24.76%
Profit Margin
KSPI
26.54%
PAYP
31.28%
ROE
KSPI
51.15%
PAYP
--
ROA
KSPI
14.38%
PAYP
--

Growth

Revenue Growth
KSPI
52.0%
PAYP
23.9%
Earnings Growth
KSPI
-9.5%
PAYP
27.3%

Financial Health

Debt/Equity
KSPI
0.14
PAYP
1.81
Current Ratio
KSPI
5.64
PAYP
0.94
Quick Ratio
KSPI
5.35
PAYP
0.73

Dividends

Dividend Yield
KSPI
2.35%
PAYP
--
Payout Ratio
KSPI
0.0%
PAYP
0.0%

AI Verdict

KSPI NEUTRAL

KSPI presents a complex profile characterized by a weak Piotroski F-Score of 3/9, indicating deteriorating fundamental health despite a strong balance sheet. While the company exhibits exceptional profitability (ROE 51.15%) and deep value metrics (P/E 6.43), it is plagued by a consistent track record of earnings misses (0/4 beats in the last year) and negative earnings growth (-9.5%). The stock is currently trading below its growth-based intrinsic value of $81.48, but a bearish technical trend and weak insider sentiment suggest significant headwinds.

Strengths
Extremely low P/E ratio (6.43) relative to technology sector averages
High Return on Equity (ROE) of 51.15%
Strong liquidity with a Current Ratio of 5.64
Risks
Weak Piotroski F-Score (3/9) signaling fundamental instability
Consistent failure to meet earnings estimates (0/4 beats in last 4 quarters)
Negative earnings growth (-9.5% YoY) despite high revenue growth
PAYP NEUTRAL

PAYP presents a dichotomy between strong operational performance and concerning financial health. While the Piotroski F-Score of 4/9 indicates stable but mediocre health, the company boasts impressive profit margins (31.28%) and robust YoY earnings growth (27.30%). However, liquidity is a primary concern with a current ratio of 0.94 and a high debt-to-equity ratio of 1.81. The stock trades significantly above its Graham Number ($8.14) but below its growth-based intrinsic value ($30.98), suggesting a premium based on growth expectations that is currently fighting a bearish technical trend.

Strengths
Strong profitability with a 31.28% profit margin
Robust revenue growth (23.90% YoY)
Accelerating Q/Q earnings growth (47.40%)
Risks
Liquidity risk indicated by a current ratio below 1.0 (0.94)
High leverage with a Debt/Equity ratio of 1.81
Bearish technical trend (0/100 score)

Compare Another Pair

KSPI vs PAYP: Head-to-Head Comparison

This page compares Joint Stock Company Kaspi.kz (KSPI) and PayPay Corporation (PAYP) 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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