Sonos Inc (SONO)vsTTM Technologies Inc (TTMI)
SONO
Sonos Inc
$15.08
-7.20%
TECHNOLOGY · Cap: $1.88B
TTMI
TTM Technologies Inc
$167.62
-9.32%
TECHNOLOGY · Cap: $20.15B
Smart Verdict
WallStSmart Research — data-driven comparison
TTM Technologies Inc generates 113% more annual revenue ($3.10B vs $1.46B). TTMI leads profitability with a 6.3% profit margin vs 1.6%. SONO trades at a lower P/E of 92.8x. TTMI earns a higher WallStSmart Score of 63/100 (C+).
SONO
Hold45
out of 100
Grade: D+
TTMI
Buy63
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
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 30.4% year-over-year
Earnings expanding 51.6% YoY
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 9.5x book value
6.3% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 30.4% 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 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 : TTMI
The primary concerns for TTMI are Price/Book, Profit Margin, P/E Ratio. A P/E of 105.5x 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 2.11 — expect wider price swings.
TTMI is growing revenue faster at 30.4% — sustainability is the question.
SONO generates stronger free cash flow (-70M), providing more financial flexibility.
Bottom Line
TTMI scores higher overall (63/100 vs 45/100) and 30.4% 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.
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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