Sonos Inc (SONO)vsTTM Technologies Inc (TTMI)
SONO
Sonos Inc
$17.75
-0.67%
TECHNOLOGY · Cap: $2.05B
TTMI
TTM Technologies Inc
$90.79
+4.62%
TECHNOLOGY · Cap: $9.89B
Smart Verdict
WallStSmart Research — data-driven comparison
TTM Technologies Inc generates 127% more annual revenue ($3.38B vs $1.49B). TTMI leads profitability with a 7.0% profit margin vs 3.8%. SONO trades at a lower P/E of 38.5x. TTMI earns a higher WallStSmart Score of 66/100 (B-).
SONO
Hold47
out of 100
Grade: D+
TTMI
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.2%
Fair Value
$12.48
Current Price
$17.75
$5.27 premium
Intrinsic value data unavailable for TTMI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 37.4% year-over-year
Earnings expanding 92.5% YoY
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%
7.0% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
Bull Case : TTMI
The strongest argument for TTMI centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 37.4% demonstrates continued momentum. PEG of 0.36 suggests the stock is reasonably priced for its growth.
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 : TTMI
The primary concerns for TTMI are Profit Margin, P/E Ratio. A P/E of 42.5x leaves little room for execution misses.
Key Dynamics to Monitor
SONO profiles as a value stock while TTMI is a hypergrowth play — different risk/reward profiles.
TTMI carries more volatility with a beta of 2.14 — expect wider price swings.
TTMI is growing revenue faster at 37.4% — sustainability is the question.
SONO generates stronger free cash flow (40M), providing more financial flexibility.
Bottom Line
TTMI scores higher overall (66/100 vs 47/100) and 37.4% revenue growth. Both earn "Strong 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.
TTM Technologies Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TTM Technologies, Inc., manufactures and sells printed circuit boards (PCBs) worldwide. The company is headquartered in Santa Ana, California.
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