WallStSmart

PTC Inc (PTC)vsSonos Inc (SONO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PTC Inc generates 99% more annual revenue ($2.86B vs $1.44B). PTC leads profitability with a 28.6% profit margin vs -1.2%. PTC earns a higher WallStSmart Score of 79/100 (B+).

PTC

Strong Buy

79

out of 100

Grade: B+

Growth: 8.7Profit: 9.0Value: 4.7Quality: 6.3
Piotroski: 6/9Altman Z: 2.20

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

PTCSignificantly Overvalued (-53.8%)

Margin of Safety

-53.8%

Fair Value

$101.16

Current Price

$136.30

$35.14 premium

UndervaluedFair: $101.16Overvalued
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

PTC5 strengths · Avg: 9.2/10
Operating MarginProfitability
33.8%10/10

Strong operational efficiency at 33.8%

EPS GrowthGrowth
104.4%10/10

Earnings expanding 104.4% YoY

Return on EquityProfitability
23.1%9/10

Every $100 of equity generates 23 in profit

Profit MarginProfitability
28.6%9/10

Keeps 29 of every $100 in revenue as profit

Revenue GrowthGrowth
21.4%8/10

Revenue surging 21.4% year-over-year

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

Earnings expanding 87.5% YoY

Areas to Watch

PTC0 concerns · Avg: 0/10

No major concerns identified

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 : PTC

The strongest argument for PTC centers on Operating Margin, EPS Growth, Return on Equity. Profitability is solid with margins at 28.6% and operating margin at 33.8%. Revenue growth of 21.4% demonstrates continued momentum.

Bull Case : SONO

The strongest argument for SONO centers on EPS Growth.

Bear Case : PTC

No major red flags identified for PTC, but monitor valuation.

Bear Case : SONO

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

Key Dynamics to Monitor

PTC profiles as a growth 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.

PTC is growing revenue faster at 21.4% — sustainability is the question.

PTC generates stronger free cash flow (267M), providing more financial flexibility.

Bottom Line

PTC scores higher overall (79/100 vs 42/100), backed by strong 28.6% margins and 21.4% revenue growth. SONO offers better value entry with a 42.1% margin of safety. Both earn "Strong 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.

PTC Inc

TECHNOLOGY · SOFTWARE - APPLICATION · USA

PTC Inc. is an American computer software and services company founded in 1985 and headquartered in Boston, Massachusetts.

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.

Want to dig deeper into these stocks?