COMPARE · Data as of August 21, 2026
BDC vs EXTR
Verdict: Side-by-side breakdown using the Bull Rankings model. BDC scored 66.3, EXTR scored 63.7 — BDC leads.
Compare another set
BDC
Belden Inc
66.3
$122.46 · $4.8B
fundamentals as of
Score gap
2.6
BDC leads
EXTR
Extreme Networks, Inc.
63.7
$23.02 · $3.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestBDC19.9x
- Fastest growthEXTR+12.6%
- Strongest balance sheetBDC0.97
- Highest qualityEXTR66 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
BDC
stronger →← stronger
EXTR
64
Qualityreturns · margins · balance sheet
66
77
Growthrevenue & earnings expansion
69
59
Valuevaluation vs sector peers
56
BDC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BDC
EXTR
$212mC
FCF
$95mC-
+9.4%B
Rev
+12.6%B+
0.97C
D/E
2.20D
19.9xB+
P/E
74.3xC
1.05B+
PEG
0.84B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
BDC
EXTR
25% above
Price vs fair valuelower is cheaper
162% above
~16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~38%/yr
-32%
1-yr DCF upside
-68%
-20%
5-yr DCF upside
-62%
+2%
10-yr DCF upside
-53%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
The companies
BDCBelden Inc
Why now
Communication Equipment · market cap $4.8b. Down 23% from 52-week high of $159.99 — deep drawdown territory. 4 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $156.50 (implying +28% upside).
Moat
ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
EXTRExtreme Networks, Inc.
Why now
Communication Equipment · market cap $3.0b. Down 32% from 52-week high of $33.73 — deep drawdown territory. Revenue growing +13%, comfortably above the S&P median. PEG 0.84 — paying under fair value for the growth rate. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $33.50 (implying +46% upside).
Moat
ROE 48% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
D/E 2.20 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trailing P/E 74.3x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 32% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where BDC and EXTR diverge
On the headline score the gap is 2.6 points in favor of BDC. The widest single difference is Growth, where BDC leads by 8.1 points.
- GrowthBDC 77.1 · EXTR 69.0BDC +8.1
- ValueBDC 58.8 · EXTR 56.5level
- QualityBDC 64.4 · EXTR 66.3level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.