Fastly, Inc. Class A Common Stock (FSLY)vsSonos Inc (SONO)
FSLY
Fastly, Inc. Class A Common Stock
$26.39
+7.15%
TECHNOLOGY · Cap: $4.13B
SONO
Sonos Inc
$14.67
+1.31%
TECHNOLOGY · Cap: $1.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Sonos Inc generates 130% more annual revenue ($1.44B vs $624.02M). SONO leads profitability with a -1.2% profit margin vs -19.5%. SONO earns a higher WallStSmart Score of 42/100 (D).
FSLY
Avoid33
out of 100
Grade: F
SONO
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+77.4%
Fair Value
$41.16
Current Price
$26.39
$14.77 discount
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
Revenue surging 22.8% year-over-year
Earnings expanding 87.5% YoY
Areas to Watch
0.0% earnings growth
ROE of -12.8% — below average capital efficiency
Currently unprofitable
Operating margin of -8.7%
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 : FSLY
The strongest argument for FSLY centers on Revenue Growth. Revenue growth of 22.8% demonstrates continued momentum.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth.
Bear Case : FSLY
The primary concerns for FSLY are EPS Growth, Return on Equity, Profit Margin.
Bear Case : SONO
The primary concerns for SONO are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
FSLY profiles as a growth 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.
FSLY is growing revenue faster at 22.8% — sustainability is the question.
SONO generates stronger free cash flow (157M), providing more financial flexibility.
Bottom Line
SONO scores higher overall (42/100 vs 33/100). FSLY offers better value entry with a 77.4% margin of safety. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Fastly, Inc. Class A Common Stock
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Fastly, Inc. operates an edge cloud platform to process, serve, and protect its customers' applications in the United States, Asia Pacific, Europe, and internationally. The company is headquartered in San Francisco, California.
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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