Immersion Corporation (IMMR)vsSonos Inc (SONO)
IMMR
Immersion Corporation
$7.30
+0.97%
TECHNOLOGY · Cap: $238.59M
SONO
Sonos Inc
$17.75
-0.67%
TECHNOLOGY · Cap: $2.05B
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 0.6%. IMMR trades at a lower P/E of 21.1x. SONO earns a higher WallStSmart Score of 47/100 (D+).
IMMR
Hold42
out of 100
Grade: D
SONO
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for IMMR.
Margin of Safety
-32.2%
Fair Value
$12.48
Current Price
$17.75
$5.27 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
0.8% revenue growth
Smaller company, higher risk/reward
0.6% margin — thin
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 : 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, Revenue Growth, Market Cap. Thin 0.6% 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
SONO carries more volatility with a beta of 1.88 — expect wider price swings.
SONO is growing revenue faster at 8.8% — sustainability is the question.
SONO generates stronger free cash flow (40M), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SONO scores higher overall (47/100 vs 42/100). 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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