Agilysys Inc (AGYS)vsSonos Inc (SONO)
AGYS
Agilysys Inc
$104.49
-0.93%
TECHNOLOGY · Cap: $2.99B
SONO
Sonos Inc
$15.12
+3.35%
TECHNOLOGY · Cap: $1.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Sonos Inc generates 351% more annual revenue ($1.49B vs $330.31M). AGYS leads profitability with a 13.0% profit margin vs 3.8%. SONO trades at a lower P/E of 32.3x. AGYS earns a higher WallStSmart Score of 53/100 (C-).
AGYS
Buy53
out of 100
Grade: C-
SONO
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGYS.
Margin of Safety
-31.9%
Fair Value
$12.51
Current Price
$15.12
$2.61 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 88.2% YoY
Conservative balance sheet, low leverage
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Trading at 8.7x book value
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
3.8% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : AGYS
The strongest argument for AGYS centers on EPS Growth, Debt/Equity. Revenue growth of 14.3% demonstrates continued momentum.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
Bear Case : AGYS
The primary concerns for AGYS are PEG Ratio, Price/Book, P/E Ratio. A P/E of 71.2x leaves little room for execution misses.
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.
Key Dynamics to Monitor
SONO carries more volatility with a beta of 1.94 — expect wider price swings.
AGYS is growing revenue faster at 14.3% — sustainability is the question.
SONO generates stronger free cash flow (40M), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AGYS scores higher overall (53/100 vs 48/100) and 14.3% 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.
Agilysys Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Agilysys, Inc. is a developer and marketer of hardware and software products and services for the hospitality industry in North America, Europe, Asia-Pacific and India. The company is headquartered in Alpharetta, Georgia.
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.
Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?