Digital Turbine Inc (APPS)vsSonos Inc (SONO)
APPS
Digital Turbine Inc
$11.73
-0.72%
TECHNOLOGY · Cap: $1.43B
SONO
Sonos Inc
$15.12
+3.35%
TECHNOLOGY · Cap: $1.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Sonos Inc generates 148% more annual revenue ($1.49B vs $600.31M). SONO leads profitability with a 3.8% profit margin vs -5.8%. SONO earns a higher WallStSmart Score of 48/100 (D+).
APPS
Hold43
out of 100
Grade: D
SONO
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for APPS.
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
Growing faster than its price suggests
Revenue surging 26.8% year-over-year
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Smaller company, higher risk/reward
Elevated debt levels
ROE of -19.6% — below average capital efficiency
Earnings declined 42.9%
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 : APPS
The strongest argument for APPS centers on PEG Ratio, Revenue Growth. Revenue growth of 26.8% demonstrates continued momentum. PEG of 0.69 suggests the stock is reasonably priced for its growth.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
Bear Case : APPS
The primary concerns for APPS are Market Cap, Debt/Equity, Return on Equity. Debt-to-equity of 1.85 is elevated, increasing financial risk.
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
APPS profiles as a growth stock while SONO is a value play — different risk/reward profiles.
APPS carries more volatility with a beta of 2.88 — expect wider price swings.
APPS is growing revenue faster at 26.8% — sustainability is the question.
SONO generates stronger free cash flow (40M), providing more financial flexibility.
Bottom Line
SONO scores higher overall (48/100 vs 43/100). Both earn "Hold" 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.
Digital Turbine Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Digital Turbine, Inc. provides mobile and media communication products and solutions for mobile operators, application advertisers, publishers, original equipment manufacturers (OEMs), and other third parties. The company is headquartered in Austin, Texas.
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.
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