WallStSmart

Pegasystems Inc (PEGA)vsSonos Inc (SONO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Pegasystems Inc generates 17% more annual revenue ($1.74B vs $1.49B). PEGA leads profitability with a 18.7% profit margin vs 3.8%. PEGA trades at a lower P/E of 20.3x. SONO earns a higher WallStSmart Score of 48/100 (D+).

PEGA

Hold

48

out of 100

Grade: D+

Growth: 4.7Profit: 7.5Value: 6.0Quality: 7.0
Piotroski: 5/9Altman Z: 2.77

SONO

Hold

48

out of 100

Grade: D+

Growth: 6.0Profit: 4.5Value: 3.7Quality: 7.0
Piotroski: 3/9Altman Z: 2.04
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PEGAUndervalued (+61.1%)

Margin of Safety

+61.1%

Fair Value

$97.56

Current Price

$36.24

$61.32 discount

UndervaluedFair: $97.56Overvalued
SONOSignificantly Overvalued (-31.9%)

Margin of Safety

-31.9%

Fair Value

$12.51

Current Price

$15.12

$2.61 premium

UndervaluedFair: $12.51Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PEGA2 strengths · Avg: 9.5/10
Return on EquityProfitability
48.3%10/10

Every $100 of equity generates 48 in profit

Debt/EquityHealth
0.109/10

Conservative balance sheet, low leverage

SONO2 strengths · Avg: 9.5/10
EPS GrowthGrowth
87.5%10/10

Earnings expanding 87.5% YoY

Debt/EquityHealth
0.129/10

Conservative balance sheet, low leverage

Areas to Watch

PEGA4 concerns · Avg: 2.8/10
Price/BookValuation
10.6x4/10

Trading at 10.6x book value

Operating MarginProfitability
4.6%3/10

Operating margin of 4.6%

PEG RatioValuation
2.992/10

Expensive relative to growth rate

EPS GrowthGrowth
-52.9%2/10

Earnings declined 52.9%

SONO4 concerns · Avg: 3.3/10
P/E RatioValuation
32.3x4/10

Premium valuation, high expectations priced in

Market CapQuality
$1.72B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.2%3/10

ROE of 6.2% — below average capital efficiency

Profit MarginProfitability
3.8%3/10

3.8% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : PEGA

The strongest argument for PEGA centers on Return on Equity, Debt/Equity. Profitability is solid with margins at 18.7% and operating margin at 4.6%.

Bull Case : SONO

The strongest argument for SONO centers on EPS Growth, Debt/Equity.

Bear Case : PEGA

The primary concerns for PEGA are Price/Book, Operating Margin, PEG Ratio.

Bear Case : SONO

The primary concerns for SONO are P/E Ratio, Market Cap, Return on Equity. Thin 3.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

PEGA profiles as a mature stock while SONO is a value play — different risk/reward profiles.

SONO carries more volatility with a beta of 1.94 — expect wider price swings.

PEGA is growing revenue faster at 9.4% — sustainability is the question.

PEGA generates stronger free cash flow (80M), providing more financial flexibility.

Bottom Line

PEGA scores higher overall (48/100 vs 48/100), backed by strong 18.7% margins. 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.

Pegasystems Inc

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Pegasystems Inc. develops, markets, licenses, hosts and supports business software applications in the United States, the rest of the Americas, the United Kingdom, the rest of Europe, the Middle East, Africa, and Asia-Pacific. The company is headquartered in Cambridge, Massachusetts.

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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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