Sony Group Corp (SONY)vsSensata Technologies Holding NV (ST)
SONY
Sony Group Corp
$22.35
-1.24%
TECHNOLOGY · Cap: $136.59B
ST
Sensata Technologies Holding NV
$48.66
+3.93%
TECHNOLOGY · Cap: $6.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Sony Group Corp generates 330460% more annual revenue ($12.48T vs $3.78B). ST leads profitability with a 2.4% profit margin vs -2.6%. ST appears more attractively valued with a PEG of 0.27. ST earns a higher WallStSmart Score of 63/100 (C+).
SONY
Hold45
out of 100
Grade: D+
ST
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SONY.
Margin of Safety
+19.6%
Fair Value
$46.28
Current Price
$48.66
$2.38 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Generating 379.7B in free cash flow
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Growing faster than its price suggests
Earnings expanding 70.7% YoY
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
ROE of -4.2% — below average capital efficiency
Earnings declined 57.4%
Currently unprofitable
Grey zone — moderate risk
ROE of 1.7% — below average capital efficiency
2.4% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : SONY
The strongest argument for SONY centers on Free Cash Flow, Market Cap, Debt/Equity.
Bull Case : ST
The strongest argument for ST centers on PEG Ratio, EPS Growth, Price/Book. PEG of 0.27 suggests the stock is reasonably priced for its growth.
Bear Case : SONY
The primary concerns for SONY are PEG Ratio, Return on Equity, EPS Growth.
Bear Case : ST
The primary concerns for ST are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 74.7x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
SONY profiles as a turnaround stock while ST is a value play — different risk/reward profiles.
ST carries more volatility with a beta of 1.26 — expect wider price swings.
SONY is growing revenue faster at 8.3% — sustainability is the question.
SONY generates stronger free cash flow (379.7B), providing more financial flexibility.
Bottom Line
ST scores higher overall (63/100 vs 45/100). 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.
Sony Group Corp
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Sony Group Corporation designs, develops, produces and sells electronic equipment, instruments and devices for the consumer, professional and industrial markets worldwide. The company is headquartered in Tokyo, Japan.
Sensata Technologies Holding NV
TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA
Sensata Technologies Holding plc, develops, manufactures and sells sensors, sensor-based solutions, controls and other products in America, Europe, Asia and internationally. The company is headquartered in Attleboro, Massachusetts.
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