Sony Group Corp (SONY)vsTower Semiconductor Ltd (TSEM)
SONY
Sony Group Corp
$23.90
+1.62%
TECHNOLOGY · Cap: $143.48B
TSEM
Tower Semiconductor Ltd
$211.52
+1.66%
TECHNOLOGY · Cap: $23.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Sony Group Corp generates 742524% more annual revenue ($12.70T vs $1.71B). TSEM leads profitability with a 16.9% profit margin vs -1.8%. SONY appears more attractively valued with a PEG of 1.67. SONY earns a higher WallStSmart Score of 59/100 (C).
SONY
Buy59
out of 100
Grade: C
TSEM
Buy55
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Generating 59.6B in free cash flow
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 47.6% YoY
Earnings expanding 92.7% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Revenue surging 23.7% year-over-year
Areas to Watch
Expensive relative to growth rate
ROE of -2.9% — below average capital efficiency
Currently unprofitable
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : SONY
The strongest argument for SONY centers on Free Cash Flow, Market Cap, Debt/Equity.
Bull Case : TSEM
The strongest argument for TSEM centers on EPS Growth, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 16.9% and operating margin at 19.6%. Revenue growth of 23.7% demonstrates continued momentum.
Bear Case : SONY
The primary concerns for SONY are PEG Ratio, Return on Equity, Profit Margin.
Bear Case : TSEM
The primary concerns for TSEM are Piotroski F-Score, PEG Ratio, P/E Ratio. A P/E of 82.0x leaves little room for execution misses.
Key Dynamics to Monitor
SONY profiles as a turnaround stock while TSEM is a growth play — different risk/reward profiles.
TSEM carries more volatility with a beta of 0.89 — expect wider price swings.
TSEM is growing revenue faster at 23.7% — sustainability is the question.
SONY generates stronger free cash flow (59.6B), providing more financial flexibility.
Bottom Line
SONY scores higher overall (59/100 vs 55/100). Both earn "Buy" and "Buy" 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.
Tower Semiconductor Ltd
TECHNOLOGY · SEMICONDUCTORS · USA
Tower Semiconductor Ltd., an independent semiconductor foundry, manufactures and markets mixed-signal intensive analog semiconductor devices in the United States, Japan, Asia and Europe. The company is headquartered in Migdal Haemek, Israel.
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