Cirrus Logic Inc (CRUS)vsSonos Inc (SONO)
CRUS
Cirrus Logic Inc
$118.79
+1.98%
TECHNOLOGY · Cap: $5.55B
SONO
Sonos Inc
$15.12
+3.35%
TECHNOLOGY · Cap: $1.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Cirrus Logic Inc generates 38% more annual revenue ($2.05B vs $1.49B). CRUS leads profitability with a 21.0% profit margin vs 3.8%. CRUS trades at a lower P/E of 13.5x. CRUS earns a higher WallStSmart Score of 69/100 (B-).
CRUS
Strong Buy69
out of 100
Grade: B-
SONO
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-69.9%
Fair Value
$83.11
Current Price
$118.79
$35.68 premium
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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 21 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 28.9% YoY
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
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 : CRUS
The strongest argument for CRUS centers on Debt/Equity, Altman Z-Score, Profit Margin. Profitability is solid with margins at 21.0% and operating margin at 18.4%. Revenue growth of 12.9% demonstrates continued momentum.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
Bear Case : CRUS
The primary concerns for CRUS are PEG Ratio.
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
CRUS profiles as a mature stock while SONO is a value play — different risk/reward profiles.
SONO carries more volatility with a beta of 1.94 — expect wider price swings.
CRUS is growing revenue faster at 12.9% — sustainability is the question.
CRUS generates stronger free cash flow (49M), providing more financial flexibility.
Bottom Line
CRUS scores higher overall (69/100 vs 48/100), backed by strong 21.0% margins and 12.9% 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.
Cirrus Logic Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Cirrus Logic, Inc., a factory-less semiconductor company, offers high-precision, low-power mixed signal processing solutions in the United States and internationally. 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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