WallStSmart

Silicom (SILC)vsSony Group Corp (SONY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sony Group Corp generates 21267683% more annual revenue ($13.17T vs $61.93M). SONY leads profitability with a -1.6% profit margin vs -18.5%. SILC appears more attractively valued with a PEG of 1.41. SONY earns a higher WallStSmart Score of 47/100 (D+).

SILC

Hold

37

out of 100

Grade: F

Growth: 4.0Profit: 2.0Value: 7.0Quality: 5.0

SONY

Hold

47

out of 100

Grade: D+

Growth: 5.3Profit: 5.0Value: 5.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SILCUndervalued (+42.3%)

Margin of Safety

+42.3%

Fair Value

$33.16

Current Price

$38.75

$5.59 discount

UndervaluedFair: $33.16Overvalued

Intrinsic value data unavailable for SONY.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SILC2 strengths · Avg: 8.0/10
Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.7%8/10

16.7% revenue growth

SONY4 strengths · Avg: 8.8/10
Free Cash FlowQuality
$898.45B10/10

Generating 898.5B in free cash flow

Market CapQuality
$118.69B9/10

Large-cap with strong market position

P/E RatioValuation
15.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Areas to Watch

SILC4 concerns · Avg: 2.3/10
Market CapQuality
$157.15M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-9.4%2/10

ROE of -9.4% — below average capital efficiency

EPS GrowthGrowth
-79.6%2/10

Earnings declined 79.6%

Free Cash FlowQuality
$-3.35M2/10

Negative free cash flow — burning cash

SONY3 concerns · Avg: 2.3/10
Revenue GrowthGrowth
0.5%4/10

0.5% revenue growth

PEG RatioValuation
2.712/10

Expensive relative to growth rate

Profit MarginProfitability
-1.6%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull Case : SILC

The strongest argument for SILC centers on Price/Book, Revenue Growth. Revenue growth of 16.7% demonstrates continued momentum. PEG of 1.41 suggests the stock is reasonably priced for its growth.

Bull Case : SONY

The strongest argument for SONY centers on Free Cash Flow, Market Cap, P/E Ratio.

Bear Case : SILC

The primary concerns for SILC are Market Cap, Return on Equity, EPS Growth.

Bear Case : SONY

The primary concerns for SONY are Revenue Growth, PEG Ratio, Profit Margin.

Key Dynamics to Monitor

SILC profiles as a growth stock while SONY is a turnaround play — different risk/reward profiles.

SILC carries more volatility with a beta of 0.99 — expect wider price swings.

SILC is growing revenue faster at 16.7% — sustainability is the question.

SONY generates stronger free cash flow (898.5B), providing more financial flexibility.

Bottom Line

SONY scores higher overall (47/100 vs 37/100). SILC offers better value entry with a 42.3% 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.

Silicom

TECHNOLOGY · COMMUNICATION EQUIPMENT · USA

Silicom Ltd. designs, manufactures, markets and supports network and data infrastructure solutions for a variety of servers, server-based systems, and communications devices in North America, Europe, and Asia Pacific. The company is headquartered in Kfar Sava, Israel.

Sony Group Corp

TECHNOLOGY · CONSUMER ELECTRONICS · USA

Sony Group Corporation designs, develops, produces and sells electronic equipment, instruments and devices for the consumer, professional and industrial markets worldwide. The company is headquartered in Tokyo, Japan.

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