Avnet Inc (AVT)vsSonos Inc (SONO)
AVT
Avnet Inc
$86.81
-1.48%
TECHNOLOGY · Cap: $7.43B
SONO
Sonos Inc
$15.08
-7.20%
TECHNOLOGY · Cap: $1.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Avnet Inc generates 1609% more annual revenue ($24.96B vs $1.46B). SONO leads profitability with a 1.6% profit margin vs 0.9%. AVT trades at a lower P/E of 35.0x. AVT earns a higher WallStSmart Score of 59/100 (C).
AVT
Buy59
out of 100
Grade: C
SONO
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-58.9%
Fair Value
$41.75
Current Price
$86.81
$45.06 premium
Margin of Safety
-34.6%
Fair Value
$12.26
Current Price
$15.08
$2.82 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 33.9% year-over-year
Safe zone — low bankruptcy risk
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
ROE of 4.3% — below average capital efficiency
0.9% margin — thin
Operating margin of 3.1%
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
1.6% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AVT
The strongest argument for AVT centers on Price/Book, Revenue Growth, Altman Z-Score. Revenue growth of 33.9% demonstrates continued momentum.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
Bear Case : AVT
The primary concerns for AVT are P/E Ratio, Return on Equity, Profit Margin. Thin 0.9% margins leave little buffer for downturns.
Bear Case : SONO
The primary concerns for SONO are Market Cap, Return on Equity, Profit Margin. A P/E of 92.8x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
AVT profiles as a hypergrowth stock while SONO is a value play — different risk/reward profiles.
SONO carries more volatility with a beta of 1.94 — expect wider price swings.
AVT is growing revenue faster at 33.9% — sustainability is the question.
SONO generates stronger free cash flow (-70M), providing more financial flexibility.
Bottom Line
AVT scores higher overall (59/100 vs 45/100) and 33.9% revenue growth. 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.
Avnet Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Avnet, Inc., a technology solutions company, markets, sells and distributes electronic components. The company is headquartered in Phoenix, Arizona.
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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