EXOD vs SMLR

For growth investors, Exodus Movement, Inc.

(EXOD) is the stronger pick with 3. 4% revenue growth year-over-year, versus -17. 4% for Semler Scientific, Inc. (SMLR). Semler Scientific, Inc. (SMLR) offers the better valuation at 4. 0x trailing P/E, making it the more compelling value choice. Analysts rate Exodus Movement, Inc. (EXOD) a "Buy" — based on 3 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.

Over the past 5 years, Exodus Movement, Inc.

(EXOD) delivered a total return of -71. 4%, compared to -81. 8% for Semler Scientific, Inc. (SMLR). Over 10 years, the gap is even starker: SMLR returned +1110% versus EXOD's -71. 4%. 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), Semler Scientific, Inc.

(SMLR) is the lower-risk stock at 2. 48β versus Exodus Movement, Inc. 's 3. 23β — meaning EXOD is approximately 30% more volatile than SMLR relative to the S&P 500.

By revenue growth (latest reported year), Exodus Movement, Inc.

(EXOD) is pulling ahead at 3. 4% versus -17. 4% for Semler Scientific, Inc. (SMLR). On earnings-per-share growth, the picture is similar: Semler Scientific, Inc. grew EPS 95. 1% year-over-year, compared to -111. 1% for Exodus Movement, Inc.. Over a 3-year CAGR, EXOD leads at 33. 9% 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.

Semler Scientific, Inc.

(SMLR) is the more profitable company, earning 72. 7% net margin versus -9. 3% for Exodus Movement, Inc. — meaning it keeps 72. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SMLR leads at 37. 2% versus -6. 3% for EXOD. At the gross margin level — before operating expenses — SMLR leads at 91. 5%, 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.

Analyst consensus price targets imply the most upside for EXOD: 190.

2% to $22. 00.

None of the stocks in this comparison currently pay a material dividend.

All are effectively zero-yield and should be held for capital appreciation rather than income.

For long-horizon retirement investors, Semler Scientific, Inc.

(SMLR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+1110% 10Y return). Exodus Movement, Inc. (EXOD) carries a higher beta of 3. 23 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (SMLR: +1110%, EXOD: -71. 4%), 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.

These companies operate in different sectors (EXOD (Technology) and SMLR (Healthcare)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: EXOD is a small-cap quality compounder stock; SMLR is a small-cap deep-value stock. 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.