WallStSmart

Himax Technologies Inc (HIMX)vsSony Group Corp (SONY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sony Group Corp generates 1582538% more annual revenue ($13.17T vs $832.17M). HIMX leads profitability with a 5.3% profit margin vs -1.6%. HIMX appears more attractively valued with a PEG of 1.49. SONY earns a higher WallStSmart Score of 47/100 (D+).

HIMX

Hold

38

out of 100

Grade: F

Growth: 2.0Profit: 4.0Value: 5.3Quality: 5.0

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

HIMXUndervalued (+5.0%)

Margin of Safety

+5.0%

Fair Value

$8.68

Current Price

$11.75

$3.07 discount

UndervaluedFair: $8.68Overvalued

Intrinsic value data unavailable for SONY.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HIMX1 strengths · Avg: 8.0/10
Price/BookValuation
2.3x8/10

Reasonable price relative to book value

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

HIMX4 concerns · Avg: 3.0/10
Market CapQuality
$2.00B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.0%3/10

ROE of 5.0% — below average capital efficiency

Profit MarginProfitability
5.3%3/10

5.3% margin — thin

Operating MarginProfitability
3.4%3/10

Operating margin of 3.4%

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 : HIMX

The strongest argument for HIMX centers on Price/Book. PEG of 1.49 suggests the stock is reasonably priced for its growth.

Bull Case : SONY

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

Bear Case : HIMX

The primary concerns for HIMX are Market Cap, Return on Equity, Profit Margin. A P/E of 44.0x 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

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

HIMX carries more volatility with a beta of 1.79 — expect wider price swings.

SONY is growing revenue faster at 0.5% — 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 38/100). 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.

Himax Technologies Inc

TECHNOLOGY · SEMICONDUCTORS · USA

Himax Technologies, Inc., a factory-less semiconductor company, offers display imaging technologies in China, Taiwan, the Philippines, Korea, Japan, Europe, and the United States. The company is headquartered in Tainan City, Taiwan.

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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