ACI Worldwide Inc (ACIW)vsSonos Inc (SONO)
ACIW
ACI Worldwide Inc
$55.70
+0.91%
TECHNOLOGY · Cap: $5.33B
SONO
Sonos Inc
$17.46
-1.63%
TECHNOLOGY · Cap: $2.05B
Smart Verdict
WallStSmart Research — data-driven comparison
ACI Worldwide Inc generates 22% more annual revenue ($1.82B vs $1.49B). ACIW leads profitability with a 12.4% profit margin vs 3.8%. ACIW trades at a lower P/E of 24.0x. ACIW earns a higher WallStSmart Score of 62/100 (C+).
ACIW
Buy62
out of 100
Grade: C+
SONO
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.5%
Fair Value
$73.95
Current Price
$55.70
$18.25 discount
Margin of Safety
-32.2%
Fair Value
$12.48
Current Price
$17.46
$4.98 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 165.2% YoY
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 6.2% — below average capital efficiency
3.8% margin — thin
Operating margin of 4.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : ACIW
The strongest argument for ACIW centers on EPS Growth.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
Bear Case : ACIW
The primary concerns for ACIW are PEG Ratio.
Bear Case : SONO
The primary concerns for SONO are P/E Ratio, Return on Equity, Profit Margin. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
SONO carries more volatility with a beta of 1.88 — expect wider price swings.
SONO is growing revenue faster at 8.8% — sustainability is the question.
ACIW generates stronger free cash flow (125M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ACIW scores higher overall (62/100 vs 47/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ACI Worldwide Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
ACI Worldwide, Inc., a software company, develops, markets, installs and supports a variety of software products and solutions to facilitate electronic payments to banks, financial intermediaries, merchants and invoice issuers globally. The company is headquartered in Naples, Florida.
Visit Website →Sonos Inc
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Sonos, Inc. designs, develops, manufactures, and sells multi-room audio products in the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company is headquartered in Santa Barbara, California.
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