Cirrus Logic Inc (CRUS)vsSonos Inc (SONO)
CRUS
Cirrus Logic Inc
$164.40
-6.39%
TECHNOLOGY · Cap: $8.28B
SONO
Sonos Inc
$15.08
-7.20%
TECHNOLOGY · Cap: $1.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Cirrus Logic Inc generates 37% more annual revenue ($2.00B vs $1.46B). CRUS leads profitability with a 20.7% profit margin vs 1.6%. CRUS trades at a lower P/E of 20.9x. CRUS earns a higher WallStSmart Score of 62/100 (C+).
CRUS
Buy62
out of 100
Grade: C+
SONO
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-78.4%
Fair Value
$79.14
Current Price
$164.40
$85.26 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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 21 of every $100 in revenue as profit
Strong operational efficiency at 20.1%
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
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 : CRUS
The strongest argument for CRUS centers on Debt/Equity, Altman Z-Score, Profit Margin. Profitability is solid with margins at 20.7% and operating margin at 20.1%.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
Bear Case : CRUS
The primary concerns for CRUS are PEG Ratio.
Bear Case : SONO
The primary concerns for SONO are Market Cap, Return on Equity, Profit Margin. A P/E of 90.3x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRUS profiles as a mature 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.
SONO is growing revenue faster at 8.4% — sustainability is the question.
CRUS generates stronger free cash flow (149M), providing more financial flexibility.
Bottom Line
CRUS scores higher overall (62/100 vs 45/100), backed by strong 20.7% margins. 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.
Cirrus Logic Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Cirrus Logic, Inc., a factory-less semiconductor company, offers high-precision, low-power mixed signal processing solutions in the United States and internationally. The company is headquartered in Austin, Texas.
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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