Avnet Inc (AVT)vsSonos Inc (SONO)
AVT
Avnet Inc
$92.43
-1.22%
TECHNOLOGY · Cap: $7.40B
SONO
Sonos Inc
$17.46
-1.63%
TECHNOLOGY · Cap: $2.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Avnet Inc generates 1754% more annual revenue ($27.63B vs $1.49B). SONO leads profitability with a 3.8% profit margin vs 1.2%. AVT trades at a lower P/E of 22.4x. AVT earns a higher WallStSmart Score of 65/100 (B-).
AVT
Strong Buy65
out of 100
Grade: B-
SONO
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-38.1%
Fair Value
$48.03
Current Price
$92.43
$44.40 premium
Margin of Safety
-32.2%
Fair Value
$12.48
Current Price
$17.46
$4.98 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 47.7% year-over-year
Earnings expanding 1969.0% YoY
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
ROE of 4.3% — below average capital efficiency
1.2% margin — thin
Operating margin of 3.9%
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 6.2% — below average capital efficiency
3.8% margin — thin
Operating margin of 4.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : AVT
The strongest argument for AVT centers on Revenue Growth, EPS Growth, Altman Z-Score. Revenue growth of 47.7% demonstrates continued momentum.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
Bear Case : AVT
The primary concerns for AVT are Return on Equity, Profit Margin, Operating Margin. Thin 1.2% margins leave little buffer for downturns.
Bear Case : SONO
The primary concerns for SONO are P/E Ratio, Return on Equity, Profit Margin. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
AVT profiles as a hypergrowth stock while SONO is a value play — different risk/reward profiles.
SONO carries more volatility with a beta of 1.88 — expect wider price swings.
AVT is growing revenue faster at 47.7% — sustainability is the question.
SONO generates stronger free cash flow (40M), providing more financial flexibility.
Bottom Line
AVT scores higher overall (65/100 vs 47/100) and 47.7% revenue growth. Both earn "Strong 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.
Avnet Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Avnet, Inc., a technology solutions company, markets, sells and distributes electronic components. The company is headquartered in Phoenix, Arizona.
Visit Website →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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