Impinj Inc (PI)vsSonos Inc (SONO)
PI
Impinj Inc
$120.04
+1.04%
TECHNOLOGY · Cap: $3.63B
SONO
Sonos Inc
$14.67
+1.31%
TECHNOLOGY · Cap: $1.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Sonos Inc generates 298% more annual revenue ($1.44B vs $361.07M). SONO leads profitability with a -1.2% profit margin vs -3.0%. SONO earns a higher WallStSmart Score of 42/100 (D).
PI
Avoid26
out of 100
Grade: F
SONO
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-8.8%
Fair Value
$98.27
Current Price
$120.04
$21.77 premium
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
Trading at 17.3x book value
1.4% revenue growth
Weak financial health signals
ROE of -6.0% — 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 : PI
PI has a balanced fundamental profile.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth.
Bear Case : PI
The primary concerns for PI are Price/Book, Revenue Growth, Piotroski F-Score.
Bear Case : SONO
The primary concerns for SONO are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
SONO carries more volatility with a beta of 2.00 — expect wider price swings.
PI is growing revenue faster at 1.4% — sustainability is the question.
SONO generates stronger free cash flow (157M), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SONO scores higher overall (42/100 vs 26/100). Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Impinj Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Impinj, Inc. operates a cloud connectivity platform. The company is headquartered in Seattle, Washington.
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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