WallStSmart

PTC Inc (PTC)vsSonos Inc (SONO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PTC Inc generates 98% more annual revenue ($2.95B vs $1.49B). PTC leads profitability with a 41.4% profit margin vs 3.8%. PTC trades at a lower P/E of 12.9x. PTC earns a higher WallStSmart Score of 60/100 (C+).

PTC

Buy

60

out of 100

Grade: C+

Growth: 4.0Profit: 9.5Value: 5.3Quality: 7.0
Piotroski: 6/9Altman Z: 2.20

SONO

Hold

48

out of 100

Grade: D+

Growth: 6.0Profit: 4.5Value: 3.7Quality: 7.0
Piotroski: 3/9Altman Z: 2.04
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PTCSignificantly Overvalued (-60.1%)

Margin of Safety

-60.1%

Fair Value

$97.17

Current Price

$130.78

$33.61 premium

UndervaluedFair: $97.17Overvalued
SONOSignificantly Overvalued (-31.9%)

Margin of Safety

-31.9%

Fair Value

$12.51

Current Price

$15.12

$2.61 premium

UndervaluedFair: $12.51Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PTC4 strengths · Avg: 9.0/10
Return on EquityProfitability
35.3%10/10

Every $100 of equity generates 35 in profit

Profit MarginProfitability
41.4%10/10

Keeps 41 of every $100 in revenue as profit

P/E RatioValuation
12.9x8/10

Attractively priced relative to earnings

Operating MarginProfitability
28.2%8/10

Strong operational efficiency at 28.2%

SONO2 strengths · Avg: 9.5/10
EPS GrowthGrowth
87.5%10/10

Earnings expanding 87.5% YoY

Debt/EquityHealth
0.129/10

Conservative balance sheet, low leverage

Areas to Watch

PTC2 concerns · Avg: 2.0/10
Revenue GrowthGrowth
-6.8%2/10

Revenue declined 6.8%

EPS GrowthGrowth
-12.0%2/10

Earnings declined 12.0%

SONO4 concerns · Avg: 3.3/10
P/E RatioValuation
32.3x4/10

Premium valuation, high expectations priced in

Market CapQuality
$1.72B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.2%3/10

ROE of 6.2% — below average capital efficiency

Profit MarginProfitability
3.8%3/10

3.8% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : PTC

The strongest argument for PTC centers on Return on Equity, Profit Margin, P/E Ratio. Profitability is solid with margins at 41.4% and operating margin at 28.2%. PEG of 1.32 suggests the stock is reasonably priced for its growth.

Bull Case : SONO

The strongest argument for SONO centers on EPS Growth, Debt/Equity.

Bear Case : PTC

The primary concerns for PTC are Revenue Growth, EPS Growth.

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

PTC 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.

PTC generates stronger free cash flow (249M), providing more financial flexibility.

Bottom Line

PTC scores higher overall (60/100 vs 48/100), backed by strong 41.4% margins. 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.

PTC Inc

TECHNOLOGY · SOFTWARE - APPLICATION · USA

PTC Inc. is an American computer software and services company founded in 1985 and headquartered in Boston, Massachusetts.

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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