Software - Infrastructure
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5 / 10Stock Comparison
REKR vs ALLT vs NTCT vs VRRM vs VIAV
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Infrastructure
Software - Infrastructure
Information Technology Services
Communication Equipment
REKR vs ALLT vs NTCT vs VRRM vs VIAV — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Software - Infrastructure | Software - Infrastructure | Software - Infrastructure | Information Technology Services | Communication Equipment |
| Market Cap | $109M | $302M | $2.77B | $2.22B | $11.81B |
| Revenue (TTM) | $49M | $102M | $861M | $979M | $1.37B |
| Net Income (TTM) | $-44M | $4M | $96M | $131M | $-55M |
| Gross Margin | 53.9% | 70.3% | 79.2% | 97.5% | 55.7% |
| Operating Margin | -82.2% | 3.5% | 12.8% | 23.8% | 8.2% |
| Forward P/E | — | 24.8x | 15.9x | 10.8x | 55.2x |
| Total Debt | $32M | $11M | $76M | $38M | $692M |
| Cash & Equiv. | $5M | $21M | $457M | $65M | $424M |
REKR vs ALLT vs NTCT vs VRRM vs VIAV — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Rekor Systems, Inc. (REKR) | 100 | 24.5 | -75.5% |
| Allot Ltd. (ALLT) | 100 | 71.7 | -28.3% |
| NetScout Systems, I… (NTCT) | 100 | 139.4 | +39.4% |
| Verra Mobility Corp… (VRRM) | 100 | 134.1 | +34.1% |
| Viavi Solutions Inc. (VIAV) | 100 | 440.5 | +340.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: REKR vs ALLT vs NTCT vs VRRM vs VIAV
Each card shows where this stock fits in a portfolio — not just who wins on paper.
REKR is the #2 pick in this set and the best alternative if growth is your priority.
- 31.8% revenue growth vs NTCT's -0.8%
ALLT lags the leaders in this set but could rank higher in a more targeted comparison.
Among these 5 stocks, NTCT doesn't own a clear edge in any measured category.
VRRM carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 2 yrs, beta 0.60
- Rev growth 11.4%, EPS growth 347.4%, 3Y rev CAGR 9.7%
- Lower volatility, beta 0.60, Low D/E 13.0%, current ratio 2.09x
- Beta 0.60, current ratio 2.09x
VIAV ranks third and is worth considering specifically for long-term compounding.
- 7.2% 10Y total return vs NTCT's 66.6%
- +466.6% vs VRRM's -34.1%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 31.8% revenue growth vs NTCT's -0.8% | |
| Value | Lower P/E (10.8x vs 55.2x) | |
| Quality / Margins | 13.4% margin vs REKR's -89.8% | |
| Stability / Safety | Beta 0.60 vs REKR's 2.55, lower leverage | |
| Dividends | Tie | None of these 5 stocks pay a meaningful dividend |
| Momentum (1Y) | +466.6% vs VRRM's -34.1% | |
| Efficiency (ROA) | 7.7% ROA vs REKR's -54.4%, ROIC 23.5% vs -66.9% |
REKR vs ALLT vs NTCT vs VRRM vs VIAV — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
REKR vs ALLT vs NTCT vs VRRM vs VIAV — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
VRRM leads in 3 of 6 categories
VIAV leads 1 • REKR leads 0 • ALLT leads 0 • NTCT leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
VRRM leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
VIAV is the larger business by revenue, generating $1.4B annually — 27.9x REKR's $49M. VRRM is the more profitable business, keeping 13.4% of every revenue dollar as net income compared to REKR's -89.8%. On growth, VIAV holds the edge at +42.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $49M | $102M | $861M | $979M | $1.4B |
| EBITDAEarnings before interest/tax | -$33M | $8M | $171M | $351M | $207M |
| Net IncomeAfter-tax profit | -$44M | $4M | $96M | $131M | -$55M |
| Free Cash FlowCash after capex | -$28M | $16M | $275M | $104M | $46M |
| Gross MarginGross profit ÷ Revenue | +53.9% | +70.3% | +79.2% | +97.5% | +55.7% |
| Operating MarginEBIT ÷ Revenue | -82.2% | +3.5% | +12.8% | +23.8% | +8.2% |
| Net MarginNet income ÷ Revenue | -89.8% | +3.6% | +11.1% | +13.4% | -4.0% |
| FCF MarginFCF ÷ Revenue | -57.9% | +16.1% | +32.0% | +10.7% | +3.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +34.6% | +14.0% | -0.5% | +0.1% | +42.8% |
| EPS Growth (YoY)Latest quarter vs prior year | +78.6% | — | +11.9% | -15.0% | -70.2% |
Valuation Metrics
Evenly matched — NTCT and VRRM each lead in 3 of 6 comparable metrics.
Valuation Metrics
At 17.2x trailing earnings, VRRM trades at a 95% valuation discount to VIAV's 340.3x P/E. On an enterprise value basis, VRRM's 6.2x EV/EBITDA is more attractive than VIAV's 90.4x.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $109M | $302M | $2.8B | $2.2B | $11.8B |
| Enterprise ValueMkt cap + debt − cash | $136M | $293M | $2.4B | $2.2B | $12.1B |
| Trailing P/EPrice ÷ TTM EPS | -1.21x | 95.39x | -7.57x | 17.21x | 340.33x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 24.83x | 15.87x | 10.82x | 55.18x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — | 74.57x |
| EV / EBITDAEnterprise value multiple | — | 38.27x | — | 6.19x | 90.43x |
| Price / SalesMarket cap ÷ Revenue | 2.36x | 2.96x | 3.36x | 2.27x | 10.89x |
| Price / BookPrice ÷ Book value/share | 2.18x | 3.12x | 1.78x | 8.05x | 14.77x |
| Price / FCFMarket cap ÷ FCF | — | 19.51x | 13.11x | 16.26x | 190.52x |
Profitability & Efficiency
VRRM leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
VRRM delivers a 39.7% return on equity — every $100 of shareholder capital generates $40 in annual profit, vs $-121 for REKR. NTCT carries lower financial leverage with a 0.05x debt-to-equity ratio, signaling a more conservative balance sheet compared to REKR's 0.95x. On the Piotroski fundamental quality scale (0–9), VRRM scores 8/9 vs REKR's 3/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | -120.7% | +3.3% | +6.1% | +39.7% | -6.9% |
| ROA (TTM)Return on assets | -54.4% | +2.1% | +4.3% | +7.7% | -2.3% |
| ROICReturn on invested capital | -66.9% | +2.9% | -19.3% | +23.5% | +5.5% |
| ROCEReturn on capital employed | -78.1% | +3.1% | -18.5% | +16.7% | +4.9% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 7 | 6 | 8 | 5 |
| Debt / EquityFinancial leverage | 0.95x | 0.10x | 0.05x | 0.13x | 0.89x |
| Net DebtTotal debt minus cash | $27M | -$10M | -$381M | -$27M | $269M |
| Cash & Equiv.Liquid assets | $5M | $21M | $457M | $65M | $424M |
| Total DebtShort + long-term debt | $32M | $11M | $76M | $38M | $692M |
| Interest CoverageEBIT ÷ Interest expense | -17.87x | — | 55.89x | 3.13x | 2.70x |
Total Returns (Dividends Reinvested)
VIAV leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in VIAV five years ago would be worth $31,204 today (with dividends reinvested), compared to $454 for REKR. Over the past 12 months, VIAV leads with a +466.6% total return vs VRRM's -34.1%. The 3-year compound annual growth rate (CAGR) favors VIAV at 77.7% vs REKR's -13.1% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -39.5% | -20.8% | +42.6% | -34.5% | +181.3% |
| 1-Year ReturnPast 12 months | -4.8% | +33.7% | +80.5% | -34.1% | +466.6% |
| 3-Year ReturnCumulative with dividends | -34.4% | +172.2% | +30.3% | -15.8% | +461.0% |
| 5-Year ReturnCumulative with dividends | -95.5% | -57.8% | +42.9% | +0.8% | +212.0% |
| 10-Year ReturnCumulative with dividends | -71.4% | +62.8% | +66.6% | +46.3% | +715.5% |
| CAGR (3Y)Annualised 3-year return | -13.1% | +39.6% | +9.2% | -5.6% | +77.7% |
Risk & Volatility
Evenly matched — NTCT and VRRM each lead in 1 of 2 comparable metrics.
Risk & Volatility
VRRM is the less volatile stock with a 0.60 beta — it tends to amplify market swings less than REKR's 2.55 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NTCT currently trades 97.6% from its 52-week high vs REKR's 25.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.55x | 2.35x | 1.12x | 0.60x | 1.54x |
| 52-Week HighHighest price in past year | $3.42 | $11.92 | $39.24 | $25.83 | $60.43 |
| 52-Week LowLowest price in past year | $0.72 | $5.67 | $19.98 | $13.02 | $8.87 |
| % of 52W HighCurrent price vs 52-week peak | +25.1% | +64.2% | +97.6% | +56.6% | +84.5% |
| RSI (14)Momentum oscillator 0–100 | 53.7 | 59.8 | 68.6 | 36.1 | 66.7 |
| Avg Volume (50D)Average daily shares traded | 3.1M | 410K | 552K | 1.6M | 6.3M |
Analyst Outlook
VRRM leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Analyst consensus: REKR as "Buy", ALLT as "Buy", NTCT as "Hold", VRRM as "Buy", VIAV as "Buy". Consensus price targets imply 249.2% upside for REKR (target: $3) vs -36.8% for VIAV (target: $32).
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Hold | Buy | Buy |
| Price TargetConsensus 12-month target | $3.00 | $14.67 | $29.00 | $24.00 | $32.25 |
| # AnalystsCovering analysts | 4 | 14 | 21 | 11 | 19 |
| Dividend YieldAnnual dividend ÷ price | — | — | — | — | — |
| Dividend StreakConsecutive years of raises | 0 | — | — | 2 | 1 |
| Dividend / ShareAnnual DPS | — | — | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.2% | 0.0% | +0.9% | 0.0% | +0.1% |
VRRM leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). VIAV leads in 1 (Total Returns). 2 tied.
REKR vs ALLT vs NTCT vs VRRM vs VIAV: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is REKR or ALLT or NTCT or VRRM or VIAV a better buy right now?
For growth investors, Rekor Systems, Inc.
(REKR) is the stronger pick with 31. 8% revenue growth year-over-year, versus -0. 8% for NetScout Systems, Inc. (NTCT). Verra Mobility Corporation (VRRM) offers the better valuation at 17. 2x trailing P/E (10. 8x forward), making it the more compelling value choice. Analysts rate Rekor Systems, Inc. (REKR) a "Buy" — based on 4 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.
02Which has the better valuation — REKR or ALLT or NTCT or VRRM or VIAV?
On trailing P/E, Verra Mobility Corporation (VRRM) is the cheapest at 17.
2x versus Viavi Solutions Inc. at 340. 3x. On forward P/E, Verra Mobility Corporation is actually cheaper at 10. 8x.
03Which is the better long-term investment — REKR or ALLT or NTCT or VRRM or VIAV?
Over the past 5 years, Viavi Solutions Inc.
(VIAV) delivered a total return of +212. 0%, compared to -95. 5% for Rekor Systems, Inc. (REKR). Over 10 years, the gap is even starker: VIAV returned +715. 5% versus REKR'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.
04Which is safer — REKR or ALLT or NTCT or VRRM or VIAV?
By beta (market sensitivity over 5 years), Verra Mobility Corporation (VRRM) is the lower-risk stock at 0.
60β versus Rekor Systems, Inc. 's 2. 55β — meaning REKR is approximately 324% more volatile than VRRM relative to the S&P 500. On balance sheet safety, NetScout Systems, Inc. (NTCT) carries a lower debt/equity ratio of 5% versus 95% for Rekor Systems, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — REKR or ALLT or NTCT or VRRM or VIAV?
By revenue growth (latest reported year), Rekor Systems, Inc.
(REKR) is pulling ahead at 31. 8% versus -0. 8% for NetScout Systems, Inc. (NTCT). On earnings-per-share growth, the picture is similar: Verra Mobility Corporation grew EPS 347. 4% year-over-year, compared to -144. 4% for NetScout Systems, Inc.. Over a 3-year CAGR, REKR leads at 58. 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.
06Which has better profit margins — REKR or ALLT or NTCT or VRRM or VIAV?
Verra Mobility Corporation (VRRM) is the more profitable company, earning 14.
0% net margin versus -133. 4% for Rekor Systems, Inc. — meaning it keeps 14. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: VRRM leads at 24. 4% versus -118. 0% for REKR. At the gross margin level — before operating expenses — VRRM leads at 96. 9%, 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.
07Is REKR or ALLT or NTCT or VRRM or VIAV more undervalued right now?
On forward earnings alone, Verra Mobility Corporation (VRRM) trades at 10.
8x forward P/E versus 55. 2x for Viavi Solutions Inc. — 44. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for REKR: 249. 2% to $3. 00.
08Which pays a better dividend — REKR or ALLT or NTCT or VRRM or VIAV?
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.
09Is REKR or ALLT or NTCT or VRRM or VIAV better for a retirement portfolio?
For long-horizon retirement investors, Verra Mobility Corporation (VRRM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
60)). Rekor Systems, Inc. (REKR) carries a higher beta of 2. 55 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (VRRM: +46. 3%, REKR: -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.
10What are the main differences between REKR and ALLT and NTCT and VRRM and VIAV?
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: REKR is a small-cap high-growth stock; ALLT is a small-cap quality compounder stock; NTCT is a small-cap quality compounder stock; VRRM is a small-cap deep-value stock; VIAV is a mid-cap quality compounder 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.
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