Lightspeed Commerce Inc (LSPD)vsSonos Inc (SONO)
LSPD
Lightspeed Commerce Inc
$9.25
+2.10%
TECHNOLOGY · Cap: $1.24B
SONO
Sonos Inc
$14.67
+1.31%
TECHNOLOGY · Cap: $1.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Sonos Inc generates 21% more annual revenue ($1.44B vs $1.19B). SONO leads profitability with a -1.2% profit margin vs -58.2%. SONO earns a higher WallStSmart Score of 42/100 (D).
LSPD
Hold40
out of 100
Grade: D
SONO
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LSPD.
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
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Earnings expanding 87.5% YoY
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -36.2% — below average capital efficiency
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 : LSPD
The strongest argument for LSPD centers on Price/Book, Altman Z-Score. Revenue growth of 11.5% demonstrates continued momentum.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth.
Bear Case : LSPD
The primary concerns for LSPD are EPS Growth, Market Cap, Piotroski F-Score.
Bear Case : SONO
The primary concerns for SONO are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
SONO carries more volatility with a beta of 2.00 — expect wider price swings.
LSPD is growing revenue faster at 11.5% — sustainability is the question.
SONO generates stronger free cash flow (157M), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SONO scores higher overall (42/100 vs 40/100). Both earn "Hold" 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.
Lightspeed Commerce Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Lightspeed POS Inc. provides a software-as-a-service (SaaS) platform that enables commerce for small and medium-sized businesses, retailers, restaurants, and golf course operators in Canada, the United States, Germany, Australia, and internationally. The company is headquartered in Montral, Canada.
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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