WallStSmart

PTC Inc (PTC)vsSonos Inc (SONO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PTC Inc generates 105% more annual revenue ($3.00B vs $1.46B). PTC leads profitability with a 41.6% profit margin vs 1.6%. PTC trades at a lower P/E of 11.9x. PTC earns a higher WallStSmart Score of 80/100 (A-).

PTC

Exceptional Buy

80

out of 100

Grade: A-

Growth: 8.7Profit: 9.5Value: 6.0Quality: 7.0
Piotroski: 6/9Altman Z: 2.20

SONO

Hold

45

out of 100

Grade: D+

Growth: 6.0Profit: 4.0Value: 3.0Quality: 7.0
Piotroski: 3/9Altman Z: 2.04
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PTCSignificantly Overvalued (-68.7%)

Margin of Safety

-68.7%

Fair Value

$92.25

Current Price

$132.46

$40.21 premium

UndervaluedFair: $92.25Overvalued
SONOSignificantly Overvalued (-35.3%)

Margin of Safety

-35.3%

Fair Value

$12.20

Current Price

$17.52

$5.32 premium

UndervaluedFair: $12.20Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PTC6 strengths · Avg: 9.7/10
P/E RatioValuation
11.9x10/10

Attractively priced relative to earnings

Return on EquityProfitability
32.3%10/10

Every $100 of equity generates 32 in profit

Profit MarginProfitability
41.6%10/10

Keeps 42 of every $100 in revenue as profit

Operating MarginProfitability
41.6%10/10

Strong operational efficiency at 41.6%

EPS GrowthGrowth
268.9%10/10

Earnings expanding 268.9% YoY

Revenue GrowthGrowth
21.7%8/10

Revenue surging 21.7% year-over-year

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

Earnings expanding 87.5% YoY

Debt/EquityHealth
0.159/10

Conservative balance sheet, low leverage

Areas to Watch

PTC0 concerns · Avg: 0/10

No major concerns identified

SONO4 concerns · Avg: 3.0/10
Market CapQuality
$1.81B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.2%3/10

ROE of 6.2% — below average capital efficiency

Profit MarginProfitability
1.6%3/10

1.6% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : PTC

The strongest argument for PTC centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 41.6% and operating margin at 41.6%. Revenue growth of 21.7% demonstrates continued momentum.

Bull Case : SONO

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

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, 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

PTC 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.

PTC is growing revenue faster at 21.7% — sustainability is the question.

PTC generates stronger free cash flow (318M), providing more financial flexibility.

Bottom Line

PTC scores higher overall (80/100 vs 45/100), backed by strong 41.6% margins and 21.7% revenue growth. Both earn "Exceptional 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.

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