Plexus Corp (PLXS)vsSonos Inc (SONO)
PLXS
Plexus Corp
$250.58
-0.01%
TECHNOLOGY · Cap: $6.71B
SONO
Sonos Inc
$14.67
+1.31%
TECHNOLOGY · Cap: $1.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Plexus Corp generates 187% more annual revenue ($4.13B vs $1.44B). PLXS leads profitability with a 4.3% profit margin vs -1.2%. PLXS earns a higher WallStSmart Score of 51/100 (C-).
PLXS
Buy51
out of 100
Grade: C-
SONO
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+71.3%
Fair Value
$713.29
Current Price
$250.58
$462.71 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
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Earnings expanding 87.5% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.3% margin — thin
Negative free cash flow — burning cash
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 : PLXS
The strongest argument for PLXS centers on Altman Z-Score, Debt/Equity.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth.
Bear Case : PLXS
The primary concerns for PLXS are PEG Ratio, P/E Ratio, Profit Margin. Thin 4.3% 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
PLXS 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.
PLXS is growing revenue faster at 9.6% — sustainability is the question.
SONO generates stronger free cash flow (157M), providing more financial flexibility.
Bottom Line
PLXS scores higher overall (51/100 vs 42/100). SONO offers better value entry with a 42.1% margin of safety. 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.
Plexus Corp
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Plexus Corp. The company is headquartered in Neenah, Wisconsin.
Visit Website →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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