PagSeguro Digital Ltd (PAGS)vsSonos Inc (SONO)
PAGS
PagSeguro Digital Ltd
$10.12
-0.10%
TECHNOLOGY · Cap: $2.65B
SONO
Sonos Inc
$15.12
+3.35%
TECHNOLOGY · Cap: $1.72B
Smart Verdict
WallStSmart Research — data-driven comparison
PagSeguro Digital Ltd generates 1229% more annual revenue ($19.80B vs $1.49B). PAGS leads profitability with a 10.9% profit margin vs 3.8%. PAGS trades at a lower P/E of 6.6x. PAGS earns a higher WallStSmart Score of 65/100 (C+).
PAGS
Buy65
out of 100
Grade: C+
SONO
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for PAGS.
Margin of Safety
-31.9%
Fair Value
$12.51
Current Price
$15.12
$2.61 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 36.2%
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Revenue declined 0.2%
Distress zone — elevated risk
Elevated debt levels
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
3.8% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : PAGS
The strongest argument for PAGS centers on P/E Ratio, Price/Book, Operating Margin.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
Bear Case : PAGS
The primary concerns for PAGS are Revenue Growth, Altman Z-Score, Debt/Equity. Debt-to-equity of 3.10 is elevated, increasing financial risk.
Bear Case : SONO
The primary concerns for SONO are P/E Ratio, Market Cap, Return on Equity. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
PAGS profiles as a declining stock while SONO is a value play — different risk/reward profiles.
SONO carries more volatility with a beta of 1.94 — expect wider price swings.
SONO is growing revenue faster at 8.8% — sustainability is the question.
PAGS generates stronger free cash flow (781M), providing more financial flexibility.
Bottom Line
PAGS scores higher overall (65/100 vs 48/100). 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.
PagSeguro Digital Ltd
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
PagSeguro Digital Ltd., provides financial technology solutions and services for consumers, individual entrepreneurs, micro-merchants, and small and medium-sized companies in Brazil and internationally. The company is headquartered in So Paulo, Brazil.
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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