Immersion Corporation (IMMR)vsSonos Inc (SONO)
IMMR
Immersion Corporation
$7.40
+0.54%
TECHNOLOGY · Cap: $250.27M
SONO
Sonos Inc
$15.12
+3.35%
TECHNOLOGY · Cap: $1.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Immersion Corporation generates 16% more annual revenue ($1.73B vs $1.49B). SONO leads profitability with a 3.8% profit margin vs 0.3%. SONO trades at a lower P/E of 32.3x. SONO earns a higher WallStSmart Score of 48/100 (D+).
IMMR
Hold40
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 IMMR.
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
Reasonable price relative to book value
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
0.3% margin — thin
Premium valuation, high expectations priced in
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 : IMMR
The strongest argument for IMMR centers on Price/Book.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
Bear Case : IMMR
The primary concerns for IMMR are PEG Ratio, Market Cap, Profit Margin. A P/E of 53.9x leaves little room for execution misses. Thin 0.3% margins leave little buffer for downturns.
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
SONO carries more volatility with a beta of 1.94 — expect wider price swings.
SONO is growing revenue faster at 8.8% — sustainability is the question.
IMMR generates stronger free cash flow (79M), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SONO scores higher overall (48/100 vs 40/100). 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.
Immersion Corporation
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Immersion Corporation creates, designs, develops, and licenses haptic technologies that enable people to use their sense of touch to interact and experience various digital products in North America, Europe, and Asia. The company is headquartered in San Francisco, California.
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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