Ooma Inc (OOMA)vsSonos Inc (SONO)
OOMA
Ooma Inc
$16.32
+1.37%
TECHNOLOGY · Cap: $453.33M
SONO
Sonos Inc
$14.67
+1.31%
TECHNOLOGY · Cap: $1.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Sonos Inc generates 426% more annual revenue ($1.44B vs $273.60M). OOMA leads profitability with a 2.4% profit margin vs -1.2%. OOMA earns a higher WallStSmart Score of 46/100 (D+).
OOMA
Hold46
out of 100
Grade: D+
SONO
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.6%
Fair Value
$28.82
Current Price
$16.32
$12.50 discount
Margin of Safety
+42.1%
Fair Value
$28.49
Current Price
$14.67
$13.82 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Earnings expanding 87.5% YoY
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 7.3% — below average capital efficiency
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 : OOMA
Revenue growth of 14.6% demonstrates continued momentum.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth.
Bear Case : OOMA
The primary concerns for OOMA are PEG Ratio, EPS Growth, Market Cap. A P/E of 71.7x leaves little room for execution misses. Thin 2.4% 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
OOMA 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.
OOMA is growing revenue faster at 14.6% — sustainability is the question.
SONO generates stronger free cash flow (157M), providing more financial flexibility.
Bottom Line
OOMA scores higher overall (46/100 vs 42/100) and 14.6% revenue growth. SONO offers better value entry with a 42.1% margin of safety. 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.
Ooma Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Ooma, Inc. creates connected experiences for businesses and consumers in the United States, Canada, and internationally. The company is headquartered in Sunnyvale, 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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