ON Semiconductor Corporation (ON)vsSonos Inc (SONO)
ON
ON Semiconductor Corporation
$98.40
+0.63%
TECHNOLOGY · Cap: $38.70B
SONO
Sonos Inc
$14.64
-0.75%
TECHNOLOGY · Cap: $1.78B
Smart Verdict
WallStSmart Research — data-driven comparison
ON Semiconductor Corporation generates 317% more annual revenue ($6.00B vs $1.44B). ON leads profitability with a 2.0% profit margin vs -1.2%. SONO earns a higher WallStSmart Score of 42/100 (D).
ON
Hold41
out of 100
Grade: D
SONO
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ON.
Margin of Safety
+42.1%
Fair Value
$28.49
Current Price
$14.64
$13.85 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 87.5% YoY
Areas to Watch
ROE of 1.5% — below average capital efficiency
2.0% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of -3.9% — below average capital efficiency
Revenue declined 0.9%
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : ON
The strongest argument for ON centers on PEG Ratio. PEG of 0.37 suggests the stock is reasonably priced for its growth.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth.
Bear Case : ON
The primary concerns for ON are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 339.3x leaves little room for execution misses. Thin 2.0% margins leave little buffer for downturns.
Bear Case : SONO
The primary concerns for SONO are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
ON profiles as a value stock while SONO is a turnaround play — different risk/reward profiles.
SONO carries more volatility with a beta of 2.00 — expect wider price swings.
SONO is growing revenue faster at -0.9% — sustainability is the question.
ON generates stronger free cash flow (485M), providing more financial flexibility.
Bottom Line
SONO scores higher overall (42/100 vs 41/100). 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.
ON Semiconductor Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
ON Semiconductor Corporation manufactures and sells semiconductor components for various electronic devices worldwide. The company is headquartered in Phoenix, 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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