Liveramp Holdings Inc (RAMP)vsSonos Inc (SONO)
RAMP
Liveramp Holdings Inc
$37.42
+0.11%
TECHNOLOGY · Cap: $2.26B
SONO
Sonos Inc
$15.08
-7.20%
TECHNOLOGY · Cap: $1.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Sonos Inc generates 80% more annual revenue ($1.46B vs $812.94M). RAMP leads profitability with a 17.9% profit margin vs 1.6%. RAMP trades at a lower P/E of 16.8x. RAMP earns a higher WallStSmart Score of 69/100 (B-).
RAMP
Strong Buy69
out of 100
Grade: B-
SONO
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.7%
Fair Value
$42.78
Current Price
$37.42
$5.36 discount
Margin of Safety
-34.6%
Fair Value
$12.26
Current Price
$15.08
$2.82 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 275.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
No major concerns identified
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 : RAMP
The strongest argument for RAMP centers on EPS Growth, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 17.9% and operating margin at 9.0%. PEG of 0.59 suggests the stock is reasonably priced for its growth.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
Bear Case : RAMP
No major red flags identified for RAMP, but monitor valuation.
Bear Case : SONO
The primary concerns for SONO are Market Cap, Return on Equity, Profit Margin. A P/E of 92.8x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
RAMP 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.
RAMP is growing revenue faster at 9.2% — sustainability is the question.
RAMP generates stronger free cash flow (60M), providing more financial flexibility.
Bottom Line
RAMP scores higher overall (69/100 vs 45/100), backed by strong 17.9% margins. 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.
Liveramp Holdings Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
LiveRamp Holdings, Inc., a technology company, offers enterprise data connectivity platform solutions in the United States, Europe, and Asia-Pacific. The company is headquartered in San Francisco, 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.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?