COMPARE · Data as of August 21, 2026
EXTR vs ZBRA
Verdict: Side-by-side breakdown using the Bull Rankings model. EXTR scored 63.7, ZBRA scored 71.3 — ZBRA leads.
Compare another set
EXTR
Extreme Networks, Inc.
63.7
$23.02 · $3.0B
fundamentals as of
Score gap
7.6
ZBRA leads
ZBRA
Zebra Technologies Corporation
71.3
$368.51 · $17.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestZBRA33.8x
- Fastest growthZBRA+12.7%
- Strongest balance sheetZBRA0.86
- Highest qualityZBRA76 / 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)
EXTR
stronger →← stronger
ZBRA
66
Qualityreturns · margins · balance sheet
76
69
Growthrevenue & earnings expansion
67
56
Valuevaluation vs sector peers
70
ZBRA is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
EXTR
ZBRA
$95mC-
FCF
$904mC+
+12.6%B+
Rev
+12.7%B+
2.20D
D/E
0.86C+
74.3xC
P/E
33.8xB
0.84B+
PEG
0.66A-
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
EXTR
ZBRA
162% above
Price vs fair valuelower is cheaper
81% above
~38%/yr
Growth the price implies10-yr FCF · lower = less priced in
~20%/yr
-68%
1-yr DCF upside
-46%
-62%
5-yr DCF upside
-45%
-53%
10-yr DCF upside
-43%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EXTR
No notable signals flagged.
ZBRA
Why this score
- Buying back stock
The companies
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.
ZBRAZebra Technologies Corporation
Why now
Communication Equipment · market cap $17.4b. 5% off the 52-week high of $386.23. Revenue growing +13%, comfortably above the S&P median. PEG 0.66 — paying under fair value for the growth rate. 16 sell-side analysts rate this a Buy with a mean 1-yr target of $405.31 (implying +10% upside).
Moat
ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 168% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Beta 1.58 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 34x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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 EXTR and ZBRA diverge
On the headline score the gap is 7.6 points in favor of ZBRA. The widest single difference is Value, where ZBRA leads by 13.8 points.
- ValueEXTR 56.5 · ZBRA 70.3ZBRA +13.8
- QualityEXTR 66.3 · ZBRA 76.5ZBRA +10.2
- GrowthEXTR 69.0 · ZBRA 67.4level
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.