Sonos Inc (SONO)vsServiceTitan, Inc. Class A Common Stock (TTAN)
SONO
Sonos Inc
$17.52
+4.29%
TECHNOLOGY · Cap: $1.81B
TTAN
ServiceTitan, Inc. Class A Common Stock
$78.39
+4.63%
TECHNOLOGY · Cap: $7.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Sonos Inc generates 44% more annual revenue ($1.46B vs $1.01B). SONO leads profitability with a 1.6% profit margin vs -13.4%. SONO earns a higher WallStSmart Score of 45/100 (D+).
SONO
Hold45
out of 100
Grade: D+
TTAN
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-35.3%
Fair Value
$12.20
Current Price
$17.52
$5.32 premium
Intrinsic value data unavailable for TTAN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Revenue surging 24.6% year-over-year
Areas to Watch
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
1.6% margin — thin
Weak financial health signals
0.0% earnings growth
ROE of -10.5% — below average capital efficiency
Negative free cash flow — burning cash
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
Bull Case : TTAN
The strongest argument for TTAN centers on Debt/Equity, Altman Z-Score, Revenue Growth. Revenue growth of 24.6% demonstrates continued momentum.
Bear Case : SONO
The primary concerns for SONO are Market Cap, Return on Equity, Profit Margin. A P/E of 89.4x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.
Bear Case : TTAN
The primary concerns for TTAN are EPS Growth, Return on Equity, Free Cash Flow.
Key Dynamics to Monitor
SONO profiles as a value stock while TTAN is a growth play — different risk/reward profiles.
TTAN is growing revenue faster at 24.6% — sustainability is the question.
TTAN generates stronger free cash flow (-10M), providing more financial flexibility.
Monitor CONSUMER ELECTRONICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SONO scores higher overall (45/100 vs 33/100). Both earn "Hold" and "Avoid" 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.
ServiceTitan, Inc. Class A Common Stock
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceTitan, Inc. (TTAN) is a leading software platform designed to empower residential and commercial service contractors in the plumbing, HVAC, and electrical industries. By offering advanced tools for scheduling, invoicing, and customer relationship management, the company leverages data analytics and automation to significantly enhance operational efficiency and profitability. With a commitment to innovation and market expansion, ServiceTitan positions itself as a vital partner for contractors navigating today's dynamic competitive landscape, making it an attractive investment opportunity for institutional investors seeking to capitalize on the growing demand for technological solutions in the service sector.
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