Ooma Inc (OOMA)vsSonos Inc (SONO)
OOMA
Ooma Inc
$21.88
-1.17%
TECHNOLOGY · Cap: $550.05M
SONO
Sonos Inc
$17.52
+4.29%
TECHNOLOGY · Cap: $1.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Sonos Inc generates 404% more annual revenue ($1.46B vs $289.72M). OOMA leads profitability with a 3.2% profit margin vs 1.6%. OOMA trades at a lower P/E of 60.7x. OOMA earns a higher WallStSmart Score of 48/100 (D+).
OOMA
Hold48
out of 100
Grade: D+
SONO
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+28.0%
Fair Value
$15.76
Current Price
$21.88
$6.12 discount
Margin of Safety
-35.3%
Fair Value
$12.20
Current Price
$17.52
$5.32 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 24.8% year-over-year
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
Smaller company, higher risk/reward
3.2% margin — thin
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
1.6% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : OOMA
The strongest argument for OOMA centers on Revenue Growth. Revenue growth of 24.8% demonstrates continued momentum.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
Bear Case : OOMA
The primary concerns for OOMA are PEG Ratio, EPS Growth, Market Cap. A P/E of 60.7x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Bear Case : SONO
The primary concerns for SONO are Market Cap, Return on Equity, Profit Margin. A P/E of 89.4x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
OOMA profiles as a growth stock while SONO is a value play — different risk/reward profiles.
SONO carries more volatility with a beta of 1.96 — expect wider price swings.
OOMA is growing revenue faster at 24.8% — sustainability is the question.
OOMA generates stronger free cash flow (5M), providing more financial flexibility.
Bottom Line
OOMA scores higher overall (48/100 vs 45/100) and 24.8% revenue growth. 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.
Ooma Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Ooma, Inc. creates connected experiences for businesses and consumers in the United States, Canada, and internationally. The company is headquartered in Sunnyvale, 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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