WallStSmart

Navan, Inc. Class A Common Stock (NAVN)vsSony Group Corp (SONY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sony Group Corp generates 1875301% more annual revenue ($13.17T vs $702.26M). SONY leads profitability with a -1.6% profit margin vs -56.7%. SONY earns a higher WallStSmart Score of 47/100 (D+).

NAVN

Avoid

33

out of 100

Grade: F

Growth: 8.0Profit: 2.0Value: 6.0Quality: 6.5
Piotroski: 4/9

SONY

Hold

47

out of 100

Grade: D+

Growth: 5.3Profit: 5.0Value: 5.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NAVNUndervalued (+22.8%)

Margin of Safety

+22.8%

Fair Value

$13.81

Current Price

$17.49

$3.68 discount

UndervaluedFair: $13.81Overvalued

Intrinsic value data unavailable for SONY.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NAVN1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
34.8%10/10

Revenue surging 34.8% year-over-year

SONY4 strengths · Avg: 8.8/10
Free Cash FlowQuality
$898.45B10/10

Generating 898.5B in free cash flow

Market CapQuality
$118.69B9/10

Large-cap with strong market position

P/E RatioValuation
15.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Areas to Watch

NAVN4 concerns · Avg: 2.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Return on EquityProfitability
-60.2%2/10

ROE of -60.2% — below average capital efficiency

Profit MarginProfitability
-56.7%1/10

Currently unprofitable

Operating MarginProfitability
-45.7%1/10

Operating margin of -45.7%

SONY3 concerns · Avg: 2.3/10
Revenue GrowthGrowth
0.5%4/10

0.5% revenue growth

PEG RatioValuation
2.712/10

Expensive relative to growth rate

Profit MarginProfitability
-1.6%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull Case : NAVN

The strongest argument for NAVN centers on Revenue Growth. Revenue growth of 34.8% demonstrates continued momentum.

Bull Case : SONY

The strongest argument for SONY centers on Free Cash Flow, Market Cap, P/E Ratio.

Bear Case : NAVN

The primary concerns for NAVN are EPS Growth, Return on Equity, Profit Margin.

Bear Case : SONY

The primary concerns for SONY are Revenue Growth, PEG Ratio, Profit Margin.

Key Dynamics to Monitor

NAVN profiles as a hypergrowth stock while SONY is a turnaround play — different risk/reward profiles.

NAVN is growing revenue faster at 34.8% — sustainability is the question.

SONY generates stronger free cash flow (898.5B), providing more financial flexibility.

Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SONY scores higher overall (47/100 vs 33/100). NAVN offers better value entry with a 22.8% 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.

Navan, Inc. Class A Common Stock

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Navan, Inc. operates an AI-powered software platform to simplify the travel and expense experience, benefiting users, customers, and suppliers. The company is headquartered in Palo Alto, California.

Sony Group Corp

TECHNOLOGY · CONSUMER ELECTRONICS · USA

Sony Group Corporation designs, develops, produces and sells electronic equipment, instruments and devices for the consumer, professional and industrial markets worldwide. The company is headquartered in Tokyo, Japan.

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