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LSPD vs SHLS

LSPD
Lightspeed Commerce Inc.
NEUTRAL
Price
$9.06
Market Cap
$1.24B
Sector
Technology
AI Confidence
75%
SHLS
Shoals Technologies Group, Inc.
NEUTRAL
Price
$7.16
Market Cap
$1.2B
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
LSPD
--
SHLS
35.8
Forward P/E
LSPD
13.43
SHLS
14.17
P/B Ratio
LSPD
0.83
SHLS
2.0
P/S Ratio
LSPD
1.05
SHLS
2.53
EV/EBITDA
LSPD
-28.69
SHLS
15.47

Profitability

Gross Margin
LSPD
42.84%
SHLS
35.03%
Operating Margin
LSPD
-10.95%
SHLS
16.07%
Profit Margin
LSPD
-58.15%
SHLS
7.06%
ROE
LSPD
-36.21%
SHLS
5.8%
ROA
LSPD
-3.8%
SHLS
5.5%

Growth

Revenue Growth
LSPD
11.5%
SHLS
38.6%
Earnings Growth
LSPD
--
SHLS
21.0%

Financial Health

Debt/Equity
LSPD
0.01
SHLS
0.3
Current Ratio
LSPD
4.52
SHLS
2.02
Quick Ratio
LSPD
3.48
SHLS
1.24

Dividends

Dividend Yield
LSPD
--
SHLS
--
Payout Ratio
LSPD
0.0%
SHLS
0.0%

AI Verdict

LSPD NEUTRAL

LSPD presents a classic 'value trap' vs. 'deep value' scenario, anchored by a stable Piotroski F-Score of 6/9 and a pristine balance sheet. While the company is trading at a significant discount to book value (P/B 0.83) and has negligible debt (D/E 0.01), it continues to struggle with severe net profit margins (-58.15%). The transition toward positive EPS is evident in the earnings track record, but the technical trend remains aggressively bearish. Overall, the financial health is strong, but the lack of profitability and momentum prevents a bullish rating.

Strengths
Extremely low leverage with a Debt/Equity ratio of 0.01
Strong liquidity position with a Current Ratio of 4.52
Trading below book value (P/B 0.83), suggesting potential undervaluation
Risks
Severe negative net profit margins (-58.15%) indicating inefficient monetization
Strongly bearish technical trend (0/100) and poor long-term price performance (-87% over 5Y)
Modest revenue growth (11.5%) which may be insufficient to scale out of losses quickly
SHLS NEUTRAL

SHLS exhibits a concerning fundamental health profile with a Piotroski F-Score of 3/9, indicating weak financial strength. While the company shows impressive top-line growth (38.6% YoY) and an attractive PEG ratio of 0.70, the current price of $7.16 trades at a premium to both its Graham Number ($4.02) and Intrinsic Value ($5.90). The disconnect between strong growth metrics and a deteriorating health score, coupled with consistent earnings misses in recent quarters, suggests a high-risk growth play rather than a stable value investment.

Strengths
Strong revenue growth of 38.6% YoY
Attractive PEG ratio (0.70) suggesting undervaluation relative to growth
Low Debt/Equity ratio (0.30) indicating manageable leverage
Risks
Weak financial health as evidenced by a Piotroski F-Score of 3/9
Poor earnings track record with only 1 beat in the last 4 quarters
Bearish technical trend (0/100) and significant long-term price decline

Compare Another Pair

LSPD vs SHLS: Head-to-Head Comparison

This page compares Lightspeed Commerce Inc. (LSPD) and Shoals Technologies Group, Inc. (SHLS) 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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