Sonos Inc (SONO)vsAtlassian Corp Plc (TEAM)
SONO
Sonos Inc
$17.75
-0.67%
TECHNOLOGY · Cap: $2.05B
TEAM
Atlassian Corp Plc
$220.12
+0.32%
TECHNOLOGY · Cap: $54.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Atlassian Corp Plc generates 341% more annual revenue ($6.57B vs $1.49B). SONO leads profitability with a 3.8% profit margin vs -0.8%. SONO earns a higher WallStSmart Score of 47/100 (D+).
SONO
Hold47
out of 100
Grade: D+
TEAM
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.2%
Fair Value
$12.48
Current Price
$17.75
$5.27 premium
Margin of Safety
+81.4%
Fair Value
$468.01
Current Price
$220.12
$247.89 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Earnings expanding 172.2% YoY
Large-cap with strong market position
Revenue surging 27.6% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
ROE of 6.2% — below average capital efficiency
3.8% margin — thin
Operating margin of 4.4%
Expensive relative to growth rate
Elevated debt levels
Trading at 52.7x book value
ROE of -5.1% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
Bull Case : TEAM
The strongest argument for TEAM centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 27.6% demonstrates continued momentum.
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.
Bear Case : TEAM
The primary concerns for TEAM are PEG Ratio, Debt/Equity, Price/Book.
Key Dynamics to Monitor
SONO profiles as a value stock while TEAM is a growth play — different risk/reward profiles.
SONO carries more volatility with a beta of 1.88 — expect wider price swings.
TEAM is growing revenue faster at 27.6% — sustainability is the question.
TEAM generates stronger free cash flow (475M), providing more financial flexibility.
Bottom Line
SONO scores higher overall (47/100 vs 45/100). TEAM offers better value entry with a 81.4% margin of safety. 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.
Atlassian Corp Plc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Atlassian Corporation Plc designs, develops, licenses and maintains various software products worldwide. The company is headquartered in Sydney, Australia.
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