Belden Inc (BDC)vsSonos Inc (SONO)
BDC
Belden Inc
$127.50
-0.23%
TECHNOLOGY · Cap: $4.96B
SONO
Sonos Inc
$14.67
+1.31%
TECHNOLOGY · Cap: $1.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Belden Inc generates 89% more annual revenue ($2.72B vs $1.44B). BDC leads profitability with a 8.8% profit margin vs -1.2%. BDC earns a higher WallStSmart Score of 63/100 (C+).
BDC
Buy63
out of 100
Grade: C+
SONO
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.8%
Fair Value
$113.97
Current Price
$127.50
$13.53 premium
Margin of Safety
+42.1%
Fair Value
$28.49
Current Price
$14.67
$13.82 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 20.6% YoY
Earnings expanding 87.5% YoY
Areas to Watch
Elevated debt levels
Smaller company, higher risk/reward
ROE of -3.9% — below average capital efficiency
Revenue declined 0.9%
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : BDC
The strongest argument for BDC centers on EPS Growth. PEG of 1.05 suggests the stock is reasonably priced for its growth.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth.
Bear Case : BDC
The primary concerns for BDC are Debt/Equity.
Bear Case : SONO
The primary concerns for SONO are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
BDC profiles as a value stock while SONO is a turnaround play — different risk/reward profiles.
SONO carries more volatility with a beta of 2.00 — expect wider price swings.
BDC is growing revenue faster at 8.1% — sustainability is the question.
SONO generates stronger free cash flow (157M), providing more financial flexibility.
Bottom Line
BDC scores higher overall (63/100 vs 42/100). SONO offers better value entry with a 42.1% margin of safety. 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.
Belden Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Belden Inc. is a signal transmission solutions company in the Americas, Europe, the Middle East, Africa and Asia-Pacific. The company is headquartered in St. Louis, Missouri.
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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