Software - Infrastructure
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4 / 10Stock Comparison
REKR vs VIAV vs KEYS vs VRRM
Revenue, margins, valuation, and 5-year total return — side by side.
Communication Equipment
Hardware, Equipment & Parts
Information Technology Services
REKR vs VIAV vs KEYS vs VRRM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Software - Infrastructure | Communication Equipment | Hardware, Equipment & Parts | Information Technology Services |
| Market Cap | $109M | $11.81B | $60.85B | $2.22B |
| Revenue (TTM) | $49M | $1.37B | $5.68B | $979M |
| Net Income (TTM) | $-44M | $-55M | $958M | $131M |
| Gross Margin | 53.9% | 55.7% | 61.9% | 97.5% |
| Operating Margin | -82.2% | 8.2% | 16.0% | 23.8% |
| Forward P/E | — | 55.2x | 39.8x | 10.8x |
| Total Debt | $32M | $692M | $2.97B | $38M |
| Cash & Equiv. | $5M | $424M | $1.87B | $65M |
REKR vs VIAV vs KEYS vs VRRM — 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% |
| Viavi Solutions Inc. (VIAV) | 100 | 440.5 | +340.5% |
| Keysight Technologi… (KEYS) | 100 | 328.1 | +228.1% |
| Verra Mobility Corp… (VRRM) | 100 | 134.1 | +34.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: REKR vs VIAV vs KEYS vs VRRM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
REKR is the clearest fit if your priority is growth.
- 31.8% revenue growth vs KEYS's 8.0%
VIAV is the clearest fit if your priority is momentum.
- +466.6% vs VRRM's -34.1%
KEYS has the current edge in this matchup, primarily because of its strength in long-term compounding and valuation efficiency.
- 12.8% 10Y total return vs VIAV's 7.2%
- PEG 4.97 vs VIAV's 12.09
- 16.9% margin vs REKR's -89.8%
- 8.3% ROA vs REKR's -54.4%, ROIC 11.5% vs -66.9%
VRRM is the #2 pick in this set and the best alternative if income & stability and growth exposure is your priority.
- 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
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 31.8% revenue growth vs KEYS's 8.0% | |
| Value | Lower P/E (10.8x vs 55.2x) | |
| Quality / Margins | 16.9% margin vs REKR's -89.8% | |
| Stability / Safety | Beta 0.60 vs REKR's 2.55, lower leverage | |
| Dividends | Tie | None of these 4 stocks pay a meaningful dividend |
| Momentum (1Y) | +466.6% vs VRRM's -34.1% | |
| Efficiency (ROA) | 8.3% ROA vs REKR's -54.4%, ROIC 11.5% vs -66.9% |
REKR vs VIAV vs KEYS vs VRRM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
REKR vs VIAV vs KEYS vs VRRM — Financial Metrics
Side-by-side numbers across 4 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 • KEYS leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — KEYS and VRRM each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
KEYS is the larger business by revenue, generating $5.7B annually — 115.8x REKR's $49M. KEYS is the more profitable business, keeping 16.9% 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 | $1.4B | $5.7B | $979M |
| EBITDAEarnings before interest/tax | -$33M | $207M | $1.2B | $351M |
| Net IncomeAfter-tax profit | -$44M | -$55M | $958M | $131M |
| Free Cash FlowCash after capex | -$28M | $46M | $1.5B | $104M |
| Gross MarginGross profit ÷ Revenue | +53.9% | +55.7% | +61.9% | +97.5% |
| Operating MarginEBIT ÷ Revenue | -82.2% | +8.2% | +16.0% | +23.8% |
| Net MarginNet income ÷ Revenue | -89.8% | -4.0% | +16.9% | +13.4% |
| FCF MarginFCF ÷ Revenue | -57.9% | +3.3% | +25.8% | +10.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +34.6% | +42.8% | +23.3% | +0.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +78.6% | -70.2% | +68.0% | -15.0% |
Valuation Metrics
VRRM leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 17.2x trailing earnings, VRRM trades at a 95% valuation discount to VIAV's 340.3x P/E. Adjusting for growth (PEG ratio), KEYS offers better value at 9.08x vs VIAV's 74.57x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $109M | $11.8B | $60.9B | $2.2B |
| Enterprise ValueMkt cap + debt − cash | $136M | $12.1B | $62.0B | $2.2B |
| Trailing P/EPrice ÷ TTM EPS | -1.21x | 340.33x | 72.70x | 17.21x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 55.18x | 39.84x | 10.82x |
| PEG RatioP/E ÷ EPS growth rate | — | 74.57x | 9.08x | — |
| EV / EBITDAEnterprise value multiple | — | 90.43x | 50.65x | 6.19x |
| Price / SalesMarket cap ÷ Revenue | 2.36x | 10.89x | 11.32x | 2.27x |
| Price / BookPrice ÷ Book value/share | 2.18x | 14.77x | 10.44x | 8.05x |
| Price / FCFMarket cap ÷ FCF | — | 190.52x | 47.50x | 16.26x |
Profitability & Efficiency
VRRM leads this category, winning 6 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. VRRM carries lower financial leverage with a 0.13x 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% | -6.9% | +15.4% | +39.7% |
| ROA (TTM)Return on assets | -54.4% | -2.3% | +8.3% | +7.7% |
| ROICReturn on invested capital | -66.9% | +5.5% | +11.5% | +23.5% |
| ROCEReturn on capital employed | -78.1% | +4.9% | +11.0% | +16.7% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 5 | 5 | 8 |
| Debt / EquityFinancial leverage | 0.95x | 0.89x | 0.51x | 0.13x |
| Net DebtTotal debt minus cash | $27M | $269M | $1.1B | -$27M |
| Cash & Equiv.Liquid assets | $5M | $424M | $1.9B | $65M |
| Total DebtShort + long-term debt | $32M | $692M | $3.0B | $38M |
| Interest CoverageEBIT ÷ Interest expense | -17.87x | 2.70x | 11.03x | 3.13x |
Total Returns (Dividends Reinvested)
VIAV leads this category, winning 5 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% | +181.3% | +71.7% | -34.5% |
| 1-Year ReturnPast 12 months | -4.8% | +466.6% | +137.2% | -34.1% |
| 3-Year ReturnCumulative with dividends | -34.4% | +461.0% | +147.9% | -15.8% |
| 5-Year ReturnCumulative with dividends | -95.5% | +212.0% | +147.4% | +0.8% |
| 10-Year ReturnCumulative with dividends | -71.4% | +715.5% | +1279.4% | +46.3% |
| CAGR (3Y)Annualised 3-year return | -13.1% | +77.7% | +35.3% | -5.6% |
Risk & Volatility
Evenly matched — KEYS 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. KEYS currently trades 96.6% 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 | 1.54x | 1.71x | 0.60x |
| 52-Week HighHighest price in past year | $3.42 | $60.43 | $367.12 | $25.83 |
| 52-Week LowLowest price in past year | $0.72 | $8.87 | $146.23 | $13.02 |
| % of 52W HighCurrent price vs 52-week peak | +25.1% | +84.5% | +96.6% | +56.6% |
| RSI (14)Momentum oscillator 0–100 | 53.7 | 66.7 | 75.0 | 36.1 |
| Avg Volume (50D)Average daily shares traded | 3.1M | 6.3M | 1.3M | 1.6M |
Analyst Outlook
VRRM leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Analyst consensus: REKR as "Buy", VIAV as "Buy", KEYS as "Buy", VRRM 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 | Buy | Buy |
| Price TargetConsensus 12-month target | $3.00 | $32.25 | $289.25 | $24.00 |
| # AnalystsCovering analysts | 4 | 19 | 15 | 11 |
| Dividend YieldAnnual dividend ÷ price | — | — | — | — |
| Dividend StreakConsecutive years of raises | 0 | 1 | — | 2 |
| Dividend / ShareAnnual DPS | — | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.2% | +0.1% | +0.6% | 0.0% |
VRRM leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). VIAV leads in 1 (Total Returns). 2 tied.
REKR vs VIAV vs KEYS vs VRRM: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is REKR or VIAV or KEYS or VRRM 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 8. 0% for Keysight Technologies, Inc. (KEYS). 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 VIAV or KEYS or VRRM?
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. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Keysight Technologies, Inc. wins at 4. 97x versus Viavi Solutions Inc. 's 12. 09x.
03Which is the better long-term investment — REKR or VIAV or KEYS or VRRM?
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: KEYS returned +1279% 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 VIAV or KEYS or VRRM?
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, Verra Mobility Corporation (VRRM) carries a lower debt/equity ratio of 13% versus 95% for Rekor Systems, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — REKR or VIAV or KEYS or VRRM?
By revenue growth (latest reported year), Rekor Systems, Inc.
(REKR) is pulling ahead at 31. 8% versus 8. 0% for Keysight Technologies, Inc. (KEYS). On earnings-per-share growth, the picture is similar: Verra Mobility Corporation grew EPS 347. 4% year-over-year, compared to 1. 4% for Rekor 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 VIAV or KEYS or VRRM?
Keysight Technologies, Inc.
(KEYS) is the more profitable company, earning 15. 7% net margin versus -133. 4% for Rekor Systems, Inc. — meaning it keeps 15. 7% 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 VIAV or KEYS or VRRM more undervalued right now?
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, Keysight Technologies, Inc. (KEYS) is the more undervalued stock at a PEG of 4. 97x versus Viavi Solutions Inc. 's 12. 09x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. 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 VIAV or KEYS or VRRM?
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 VIAV or KEYS or VRRM 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 VIAV and KEYS and VRRM?
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; VIAV is a mid-cap quality compounder stock; KEYS is a mid-cap quality compounder stock; VRRM 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.
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