BOXL vs TUYA vs CEVA vs MSFT vs QCOM

For growth investors, Tuya Inc.

(TUYA) is the stronger pick with 29. 8% revenue growth year-over-year, versus -19. 6% for Boxlight Corporation (BOXL). Microsoft Corporation (MSFT) offers the better valuation at 30. 4x trailing P/E (24. 8x forward), making it the more compelling value choice. Analysts rate Tuya Inc. (TUYA) a "Buy" — based on 2 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Microsoft Corporation (MSFT) is the cheapest at 30.

4x versus Tuya Inc. at 291. 8x. On forward P/E, Tuya Inc. is actually cheaper at 19. 8x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Microsoft Corporation wins at 1. 32x versus QUALCOMM Incorporated's 9. 80x — a reasonable growth-adjusted valuation.

Over the past 5 years, QUALCOMM Incorporated (QCOM) delivered a total return of +82.

3%, compared to -99. 0% for Boxlight Corporation (BOXL). Over 10 years, the gap is even starker: MSFT returned +776. 0% versus BOXL's -99. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Microsoft Corporation (MSFT) is the lower-risk stock at 0.

85β versus CEVA, Inc. 's 2. 88β — meaning CEVA is approximately 237% more volatile than MSFT relative to the S&P 500. On balance sheet safety, Tuya Inc. (TUYA) carries a lower debt/equity ratio of 0% versus 33% for Boxlight Corporation — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Tuya Inc.

(TUYA) is pulling ahead at 29. 8% versus -19. 6% for Boxlight Corporation (BOXL). On earnings-per-share growth, the picture is similar: Tuya Inc. grew EPS 107. 7% year-over-year, compared to -44. 2% for QUALCOMM Incorporated. Over a 3-year CAGR, MSFT leads at 12. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Microsoft Corporation (MSFT) is the more profitable company, earning 36.

1% net margin versus -21. 8% for Boxlight Corporation — meaning it keeps 36. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MSFT leads at 45. 6% versus -15. 9% for TUYA. At the gross margin level — before operating expenses — CEVA leads at 88. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Microsoft Corporation (MSFT) is the more undervalued stock at a PEG of 1. 32x versus QUALCOMM Incorporated's 9. 80x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Tuya Inc. (TUYA) trades at 19. 8x forward P/E versus 73. 8x for CEVA, Inc. — 54. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TUYA: 48. 8% to $3. 69.

In this comparison, TUYA (2.

3% yield), QCOM (1. 6% yield), MSFT (0. 8% yield) pay a dividend. BOXL, CEVA do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Microsoft Corporation (MSFT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

85), 0. 8% yield, +776. 0% 10Y return). CEVA, Inc. (CEVA) carries a higher beta of 2. 88 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (MSFT: +776. 0%, CEVA: +39. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: BOXL is a small-cap quality compounder stock; TUYA is a small-cap high-growth stock; CEVA is a small-cap quality compounder stock; MSFT is a mega-cap quality compounder stock; QCOM is a large-cap quality compounder stock. TUYA, MSFT, QCOM pay a dividend while BOXL, CEVA do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.