Knowles Cor (KN)vsSonos Inc (SONO)
KN
Knowles Cor
$30.36
+0.10%
TECHNOLOGY · Cap: $2.60B
SONO
Sonos Inc
$14.67
+1.31%
TECHNOLOGY · Cap: $1.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Sonos Inc generates 134% more annual revenue ($1.44B vs $614.10M). KN leads profitability with a 9.1% profit margin vs -1.2%. KN earns a higher WallStSmart Score of 56/100 (C).
KN
Buy56
out of 100
Grade: C
SONO
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-25.4%
Fair Value
$21.53
Current Price
$30.36
$8.83 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
Growing faster than its price suggests
Conservative balance sheet, low leverage
15.8% revenue growth
Earnings expanding 87.5% YoY
Areas to Watch
Grey zone — moderate risk
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 : KN
The strongest argument for KN centers on PEG Ratio, Debt/Equity, Revenue Growth. Revenue growth of 15.8% demonstrates continued momentum. PEG of 0.43 suggests the stock is reasonably priced for its growth.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth.
Bear Case : KN
The primary concerns for KN are Altman Z-Score, P/E Ratio, Free Cash Flow. A P/E of 42.8x leaves little room for execution misses.
Bear Case : SONO
The primary concerns for SONO are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
KN 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.
KN is growing revenue faster at 15.8% — sustainability is the question.
SONO generates stronger free cash flow (157M), providing more financial flexibility.
Bottom Line
KN scores higher overall (56/100 vs 42/100) and 15.8% revenue growth. 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.
Knowles Cor
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Knowles Corporation designs, manufactures and sells microacoustic, audio processing and precision device solutions for the mobile consumer electronics, communications, medical technology, defense, electric and industrial vehicle markets. The company is headquartered in Itasca, Illinois.
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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