Sonos Inc (SONO)vsWorkday Inc (WDAY)
SONO
Sonos Inc
$15.12
+3.35%
TECHNOLOGY · Cap: $1.72B
WDAY
Workday Inc
$185.70
+0.33%
TECHNOLOGY · Cap: $44.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Workday Inc generates 581% more annual revenue ($10.15B vs $1.49B). WDAY leads profitability with a 12.3% profit margin vs 3.8%. SONO trades at a lower P/E of 32.3x. WDAY earns a higher WallStSmart Score of 65/100 (C+).
SONO
Hold48
out of 100
Grade: D+
WDAY
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-31.9%
Fair Value
$12.51
Current Price
$15.12
$2.61 premium
Margin of Safety
+76.0%
Fair Value
$601.74
Current Price
$185.70
$416.04 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Earnings expanding 206.0% YoY
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
3.8% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
Bull Case : WDAY
The strongest argument for WDAY centers on EPS Growth, PEG Ratio. Revenue growth of 12.8% demonstrates continued momentum. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : SONO
The primary concerns for SONO are P/E Ratio, Market Cap, Return on Equity. Thin 3.8% margins leave little buffer for downturns.
Bear Case : WDAY
The primary concerns for WDAY are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
SONO carries more volatility with a beta of 1.94 — expect wider price swings.
WDAY is growing revenue faster at 12.8% — sustainability is the question.
WDAY generates stronger free cash flow (460M), providing more financial flexibility.
Monitor CONSUMER ELECTRONICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WDAY scores higher overall (65/100 vs 48/100) and 12.8% 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.
Workday Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Workday, Inc. provides business applications in the cloud worldwide. The company is headquartered in Pleasanton, California.
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