Littelfuse Inc (LFUS)vsSonos Inc (SONO)
LFUS
Littelfuse Inc
$355.72
+2.10%
TECHNOLOGY · Cap: $10.27B
SONO
Sonos Inc
$16.41
+0.49%
TECHNOLOGY · Cap: $2.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Littelfuse Inc generates 75% more annual revenue ($2.61B vs $1.49B). SONO leads profitability with a 3.8% profit margin vs -0.3%. SONO trades at a lower P/E of 38.8x. LFUS earns a higher WallStSmart Score of 57/100 (C).
LFUS
Buy57
out of 100
Grade: C
SONO
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-46.9%
Fair Value
$243.71
Current Price
$355.72
$112.01 premium
Margin of Safety
-32.2%
Fair Value
$12.48
Current Price
$16.41
$3.93 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 51.7% YoY
Conservative balance sheet, low leverage
Revenue surging 20.4% year-over-year
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of -0.3% — below average capital efficiency
Currently unprofitable
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 : LFUS
The strongest argument for LFUS centers on EPS Growth, Debt/Equity, Revenue Growth. Revenue growth of 20.4% demonstrates continued momentum.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
Bear Case : LFUS
The primary concerns for LFUS are PEG Ratio, P/E Ratio, Return on Equity. A P/E of 328.5x leaves little room for execution misses.
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
LFUS profiles as a growth stock while SONO is a value play — different risk/reward profiles.
SONO carries more volatility with a beta of 1.88 — expect wider price swings.
LFUS is growing revenue faster at 20.4% — sustainability is the question.
LFUS generates stronger free cash flow (216M), providing more financial flexibility.
Bottom Line
LFUS scores higher overall (57/100 vs 47/100) and 20.4% revenue growth. Both earn "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.
Littelfuse Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Littelfuse, Inc. manufactures and sells circuit protection, power control, and sensing products in Asia-Pacific, the Americas, and Europe. The company is headquartered in Chicago, Illinois.
Visit Website →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.
Compare with Other ELECTRONIC COMPONENTS Stocks
Want to dig deeper into these stocks?