Synnex Corporation (SNX)vsSonos Inc (SONO)
SNX
Synnex Corporation
$256.74
+0.79%
TECHNOLOGY · Cap: $19.69B
SONO
Sonos Inc
$17.46
-1.63%
TECHNOLOGY · Cap: $2.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Synnex Corporation generates 4978% more annual revenue ($75.67B vs $1.49B). SONO leads profitability with a 3.8% profit margin vs 1.8%. SNX trades at a lower P/E of 15.1x. SNX earns a higher WallStSmart Score of 72/100 (B).
SNX
Strong Buy72
out of 100
Grade: B
SONO
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+40.4%
Fair Value
$285.28
Current Price
$256.74
$28.54 discount
Margin of Safety
-32.2%
Fair Value
$12.48
Current Price
$17.46
$4.98 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 37.7% year-over-year
Earnings expanding 88.9% YoY
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
1.8% margin — thin
Operating margin of 3.0%
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
ROE of 6.2% — below average capital efficiency
3.8% margin — thin
Operating margin of 4.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : SNX
The strongest argument for SNX centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 37.7% demonstrates continued momentum. PEG of 0.80 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 : SNX
The primary concerns for SNX are Profit Margin, Operating Margin, Free Cash Flow. Thin 1.8% margins leave little buffer for downturns.
Bear Case : SONO
The primary concerns for SONO are P/E Ratio, Return on Equity, Profit Margin. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
SNX profiles as a hypergrowth stock while SONO is a value play — different risk/reward profiles.
SONO carries more volatility with a beta of 1.88 — expect wider price swings.
SNX is growing revenue faster at 37.7% — sustainability is the question.
SONO generates stronger free cash flow (40M), providing more financial flexibility.
Bottom Line
SNX scores higher overall (72/100 vs 47/100) and 37.7% revenue growth. 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.
Synnex Corporation
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
SYNNEX Corporation provides business process services in the United States and internationally. The company is headquartered in Fremont, 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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