WallStSmart

Cognex Corporation (CGNX)vsSony Group Corp (SONY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sony Group Corp generates 1324400% more annual revenue ($13.17T vs $994.36M). CGNX leads profitability with a 11.5% profit margin vs -1.6%. SONY appears more attractively valued with a PEG of 2.71. SONY earns a higher WallStSmart Score of 47/100 (D+).

CGNX

Hold

45

out of 100

Grade: D

Growth: 5.3Profit: 5.5Value: 4.7Quality: 9.0
Piotroski: 5/9Altman Z: 3.05

SONY

Hold

47

out of 100

Grade: D+

Growth: 5.3Profit: 5.0Value: 5.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CGNXUndervalued (+48.7%)

Margin of Safety

+48.7%

Fair Value

$83.89

Current Price

$55.51

$28.38 discount

UndervaluedFair: $83.89Overvalued

Intrinsic value data unavailable for SONY.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CGNX2 strengths · Avg: 10.0/10
Debt/EquityHealth
0.0510/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
3.0510/10

Safe zone — low bankruptcy risk

SONY4 strengths · Avg: 8.8/10
Free Cash FlowQuality
$898.45B10/10

Generating 898.5B in free cash flow

Market CapQuality
$118.69B9/10

Large-cap with strong market position

P/E RatioValuation
15.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Areas to Watch

CGNX3 concerns · Avg: 2.3/10
Return on EquityProfitability
7.6%3/10

ROE of 7.6% — below average capital efficiency

PEG RatioValuation
2.712/10

Expensive relative to growth rate

P/E RatioValuation
78.7x2/10

Premium valuation, high expectations priced in

SONY3 concerns · Avg: 2.3/10
Revenue GrowthGrowth
0.5%4/10

0.5% revenue growth

PEG RatioValuation
2.712/10

Expensive relative to growth rate

Profit MarginProfitability
-1.6%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull Case : CGNX

The strongest argument for CGNX centers on Debt/Equity, Altman Z-Score.

Bull Case : SONY

The strongest argument for SONY centers on Free Cash Flow, Market Cap, P/E Ratio.

Bear Case : CGNX

The primary concerns for CGNX are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 78.7x leaves little room for execution misses.

Bear Case : SONY

The primary concerns for SONY are Revenue Growth, PEG Ratio, Profit Margin.

Key Dynamics to Monitor

CGNX profiles as a value stock while SONY is a turnaround play — different risk/reward profiles.

CGNX carries more volatility with a beta of 1.47 — expect wider price swings.

CGNX is growing revenue faster at 9.9% — sustainability is the question.

SONY generates stronger free cash flow (898.5B), providing more financial flexibility.

Bottom Line

SONY scores higher overall (47/100 vs 45/100). CGNX offers better value entry with a 48.7% margin of safety. 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.

Cognex Corporation

TECHNOLOGY · SCIENTIFIC & TECHNICAL INSTRUMENTS · USA

Cognex Corporation offers machine vision products that capture and analyze visual information to automate manufacturing and distribution tasks globally. The company is headquartered in Natick, Massachusetts.

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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.

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