WallStSmart

Calix Inc (CALX)vsSony Group Corp (SONY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sony Group Corp generates 1142429% more annual revenue ($12.70T vs $1.11B). CALX leads profitability with a 4.6% profit margin vs -1.8%. SONY appears more attractively valued with a PEG of 1.67. SONY earns a higher WallStSmart Score of 59/100 (C).

CALX

Hold

45

out of 100

Grade: D

Growth: 4.7Profit: 5.0Value: 2.7Quality: 8.5
Piotroski: 4/9Altman Z: 3.74

SONY

Buy

59

out of 100

Grade: C

Growth: 7.3Profit: 4.5Value: 5.0Quality: 7.5
Piotroski: 6/9Altman Z: 2.43
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CALXSignificantly Overvalued (-32.2%)

Margin of Safety

-32.2%

Fair Value

$39.85

Current Price

$35.24

$4.61 premium

UndervaluedFair: $39.85Overvalued

Intrinsic value data unavailable for SONY.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CALX3 strengths · Avg: 9.3/10
Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
3.7410/10

Safe zone — low bankruptcy risk

Revenue GrowthGrowth
21.3%8/10

Revenue surging 21.3% year-over-year

SONY5 strengths · Avg: 8.8/10
Free Cash FlowQuality
$59.56B10/10

Generating 59.6B in free cash flow

Market CapQuality
$143.48B9/10

Large-cap with strong market position

Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
47.6%8/10

Earnings expanding 47.6% YoY

Areas to Watch

CALX4 concerns · Avg: 2.5/10
Return on EquityProfitability
4.6%3/10

ROE of 4.6% — below average capital efficiency

Profit MarginProfitability
4.6%3/10

4.6% margin — thin

PEG RatioValuation
3.342/10

Expensive relative to growth rate

P/E RatioValuation
45.3x2/10

Premium valuation, high expectations priced in

SONY3 concerns · Avg: 2.3/10
PEG RatioValuation
1.674/10

Expensive relative to growth rate

Return on EquityProfitability
-2.9%2/10

ROE of -2.9% — below average capital efficiency

Profit MarginProfitability
-1.8%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull Case : CALX

The strongest argument for CALX centers on Debt/Equity, Altman Z-Score, Revenue Growth. Revenue growth of 21.3% demonstrates continued momentum.

Bull Case : SONY

The strongest argument for SONY centers on Free Cash Flow, Market Cap, Debt/Equity.

Bear Case : CALX

The primary concerns for CALX are Return on Equity, Profit Margin, PEG Ratio. A P/E of 45.3x leaves little room for execution misses. Thin 4.6% margins leave little buffer for downturns.

Bear Case : SONY

The primary concerns for SONY are PEG Ratio, Return on Equity, Profit Margin.

Key Dynamics to Monitor

CALX profiles as a growth stock while SONY is a turnaround play — different risk/reward profiles.

CALX carries more volatility with a beta of 1.25 — expect wider price swings.

CALX is growing revenue faster at 21.3% — sustainability is the question.

SONY generates stronger free cash flow (59.6B), providing more financial flexibility.

Bottom Line

SONY scores higher overall (59/100 vs 45/100). 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.

Calix Inc

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

Calix, Inc. provides cloud and software platforms and systems and services in the United States, the Middle East, Canada, Europe, the Caribbean, and internationally. The company is headquartered in San Jose, California.

Sony Group Corp

TECHNOLOGY · CONSUMER ELECTRONICS · USA

Sony Group Corporation designs, develops, produces and sells electronic equipment, instruments and devices for the consumer, professional and industrial markets worldwide. The company is headquartered in Tokyo, Japan.

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