Sonos Inc (SONO)vsAtlassian Corp Plc (TEAM)
SONO
Sonos Inc
$15.08
-7.20%
TECHNOLOGY · Cap: $1.88B
TEAM
Atlassian Corp Plc
$99.47
-2.00%
TECHNOLOGY · Cap: $22.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Atlassian Corp Plc generates 324% more annual revenue ($6.19B vs $1.46B). SONO leads profitability with a 1.6% profit margin vs -3.5%. TEAM earns a higher WallStSmart Score of 56/100 (C).
SONO
Hold45
out of 100
Grade: D+
TEAM
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-34.6%
Fair Value
$12.26
Current Price
$15.08
$2.82 premium
Margin of Safety
+81.1%
Fair Value
$459.43
Current Price
$99.47
$359.96 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Revenue surging 31.7% year-over-year
Earnings expanding 172.2% YoY
Growing faster than its price suggests
Areas to Watch
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
1.6% margin — thin
Weak financial health signals
Trading at 16.6x book value
Elevated debt levels
ROE of -24.7% — below average capital efficiency
Distress zone — elevated risk
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 Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 31.7% demonstrates continued momentum. PEG of 0.68 suggests the stock is reasonably priced for its growth.
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.
Bear Case : TEAM
The primary concerns for TEAM are Price/Book, Debt/Equity, Return on Equity.
Key Dynamics to Monitor
SONO profiles as a value stock while TEAM is a hypergrowth play — different risk/reward profiles.
SONO carries more volatility with a beta of 1.94 — expect wider price swings.
TEAM is growing revenue faster at 31.7% — sustainability is the question.
TEAM generates stronger free cash flow (561M), providing more financial flexibility.
Bottom Line
TEAM scores higher overall (56/100 vs 45/100) and 31.7% revenue growth. Both earn "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.
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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