Sonos Inc (SONO)vsThryv Holdings Inc (THRY)
SONO
Sonos Inc
$14.67
+1.31%
TECHNOLOGY · Cap: $1.77B
THRY
Thryv Holdings Inc
$3.58
-2.19%
TECHNOLOGY · Cap: $170.48M
Smart Verdict
WallStSmart Research — data-driven comparison
Sonos Inc generates 83% more annual revenue ($1.44B vs $785.01M). THRY leads profitability with a 0.0% profit margin vs -1.2%. THRY earns a higher WallStSmart Score of 51/100 (C-).
SONO
Hold42
out of 100
Grade: D
THRY
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+42.1%
Fair Value
$28.49
Current Price
$14.67
$13.82 discount
Intrinsic value data unavailable for THRY.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 87.5% YoY
Reasonable price relative to book value
Earnings expanding 106.7% YoY
Areas to Watch
Smaller company, higher risk/reward
ROE of -3.9% — below average capital efficiency
Revenue declined 0.9%
Currently unprofitable
2.7% revenue growth
Smaller company, higher risk/reward
ROE of 0.1% — below average capital efficiency
0.0% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : SONO
The strongest argument for SONO centers on EPS Growth.
Bull Case : THRY
The strongest argument for THRY centers on Price/Book, EPS Growth.
Bear Case : SONO
The primary concerns for SONO are Market Cap, Return on Equity, Revenue Growth.
Bear Case : THRY
The primary concerns for THRY are Revenue Growth, Market Cap, Return on Equity. A P/E of 386.0x leaves little room for execution misses. Thin 0.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
SONO profiles as a turnaround stock while THRY is a value play — different risk/reward profiles.
SONO carries more volatility with a beta of 2.00 — expect wider price swings.
THRY is growing revenue faster at 2.7% — sustainability is the question.
SONO generates stronger free cash flow (157M), providing more financial flexibility.
Bottom Line
THRY scores higher overall (51/100 vs 42/100). SONO offers better value entry with a 42.1% margin of safety. 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.
Thryv Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Thryv Holdings, Inc. provides cloud-based tools and digital marketing solutions to small and medium-sized businesses (SMBs) in the United States. The company is headquartered in DFW Airport, Texas.
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