Sonos Inc (SONO)vsSkyworks Solutions Inc (SWKS)
SONO
Sonos Inc
$15.12
+3.35%
TECHNOLOGY · Cap: $1.72B
SWKS
Skyworks Solutions Inc
$88.35
+5.14%
TECHNOLOGY · Cap: $11.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Skyworks Solutions Inc generates 169% more annual revenue ($4.01B vs $1.49B). SWKS leads profitability with a 7.2% profit margin vs 3.8%. SONO trades at a lower P/E of 32.3x. SONO earns a higher WallStSmart Score of 48/100 (D+).
SONO
Hold48
out of 100
Grade: D+
SWKS
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-31.9%
Fair Value
$12.51
Current Price
$15.12
$2.61 premium
Margin of Safety
+6.7%
Fair Value
$68.27
Current Price
$88.35
$20.08 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
3.8% margin — thin
Premium valuation, high expectations priced in
ROE of 6.3% — below average capital efficiency
7.2% margin — thin
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
Bull Case : SWKS
The strongest argument for SWKS centers on Altman Z-Score, Debt/Equity, Price/Book.
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.
Bear Case : SWKS
The primary concerns for SWKS are P/E Ratio, Return on Equity, Profit Margin.
Key Dynamics to Monitor
SONO carries more volatility with a beta of 1.94 — expect wider price swings.
SONO is growing revenue faster at 8.8% — sustainability is the question.
SONO generates stronger free cash flow (40M), providing more financial flexibility.
Monitor CONSUMER ELECTRONICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SONO scores higher overall (48/100 vs 43/100). 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.
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.
Skyworks Solutions Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Skyworks Solutions, Inc. is an American semiconductor company headquartered in Irvine, California, United States. Skyworks manufactures semiconductors for use in Radio Frequency (RF) and mobile communications systems.
Compare with Other CONSUMER ELECTRONICS Stocks
Want to dig deeper into these stocks?