Insight Enterprises Inc (NSIT)vsSonos Inc (SONO)
NSIT
Insight Enterprises Inc
$178.57
+0.41%
TECHNOLOGY · Cap: $4.71B
SONO
Sonos Inc
$17.46
-1.63%
TECHNOLOGY · Cap: $2.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Insight Enterprises Inc generates 476% more annual revenue ($8.58B vs $1.49B). SONO leads profitability with a 3.8% profit margin vs 2.5%. NSIT trades at a lower P/E of 23.6x. NSIT earns a higher WallStSmart Score of 68/100 (B-).
NSIT
Strong Buy68
out of 100
Grade: B-
SONO
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-77.1%
Fair Value
$50.85
Current Price
$178.57
$127.72 premium
Margin of Safety
-32.2%
Fair Value
$12.48
Current Price
$17.46
$4.98 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 76.0% YoY
Growing faster than its price suggests
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Distress zone — elevated risk
2.5% margin — thin
Elevated debt levels
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 : NSIT
The strongest argument for NSIT centers on EPS Growth, PEG Ratio. Revenue growth of 14.7% demonstrates continued momentum. PEG of 0.99 suggests the stock is reasonably priced for its growth.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
Bear Case : NSIT
The primary concerns for NSIT are Altman Z-Score, Profit Margin, Debt/Equity. Thin 2.5% 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.
NSIT is growing revenue faster at 14.7% — sustainability is the question.
SONO generates stronger free cash flow (40M), providing more financial flexibility.
Monitor ELECTRONICS & COMPUTER DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NSIT scores higher overall (68/100 vs 47/100) and 14.7% 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.
Insight Enterprises Inc
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
Insight Enterprises, Inc. provides hardware, software, and information technology services solutions in the United States, Canada, Europe, the Middle East, Africa, and Asia-Pacific. The company is headquartered in Tempe, Arizona.
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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