WallStSmart

NCR Atleos Corporation (NATL)vsSonos Inc (SONO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

NCR Atleos Corporation generates 203% more annual revenue ($4.35B vs $1.44B). NATL leads profitability with a 3.7% profit margin vs -1.2%. NATL earns a higher WallStSmart Score of 58/100 (C).

NATL

Buy

58

out of 100

Grade: C

Growth: 6.0Profit: 7.0Value: 7.0Quality: 5.0
Piotroski: 5/9Altman Z: 1.16

SONO

Hold

42

out of 100

Grade: D

Growth: 4.7Profit: 4.0Value: 6.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NATLUndervalued (+84.9%)

Margin of Safety

+84.9%

Fair Value

$273.34

Current Price

$44.47

$228.87 discount

UndervaluedFair: $273.34Overvalued
SONOUndervalued (+42.1%)

Margin of Safety

+42.1%

Fair Value

$28.49

Current Price

$14.67

$13.82 discount

UndervaluedFair: $28.49Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NATL2 strengths · Avg: 10.0/10
Return on EquityProfitability
51.8%10/10

Every $100 of equity generates 52 in profit

EPS GrowthGrowth
97.5%10/10

Earnings expanding 97.5% YoY

SONO1 strengths · Avg: 10.0/10
EPS GrowthGrowth
87.5%10/10

Earnings expanding 87.5% YoY

Areas to Watch

NATL4 concerns · Avg: 3.3/10
Price/BookValuation
8.1x4/10

Trading at 8.1x book value

Revenue GrowthGrowth
4.0%4/10

4.0% revenue growth

Profit MarginProfitability
3.7%3/10

3.7% margin — thin

Altman Z-ScoreHealth
1.162/10

Distress zone — elevated risk

SONO4 concerns · Avg: 2.0/10
Market CapQuality
$1.77B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-3.9%2/10

ROE of -3.9% — below average capital efficiency

Revenue GrowthGrowth
-0.9%2/10

Revenue declined 0.9%

Profit MarginProfitability
-1.2%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull Case : NATL

The strongest argument for NATL centers on Return on Equity, EPS Growth.

Bull Case : SONO

The strongest argument for SONO centers on EPS Growth.

Bear Case : NATL

The primary concerns for NATL are Price/Book, Revenue Growth, Profit Margin. Thin 3.7% margins leave little buffer for downturns.

Bear Case : SONO

The primary concerns for SONO are Market Cap, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

NATL profiles as a value 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.

NATL is growing revenue faster at 4.0% — sustainability is the question.

NATL generates stronger free cash flow (194M), providing more financial flexibility.

Bottom Line

NATL scores higher overall (58/100 vs 42/100). 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.

NCR Atleos Corporation

TECHNOLOGY · SOFTWARE - APPLICATION · USA

NCR ATMCo, LLC is a financial technology company in the United States, rest of Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and the Asia Pacific.

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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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