Synnex Corporation (SNX)vsSonos Inc (SONO)
SNX
Synnex Corporation
$248.68
+0.61%
TECHNOLOGY · Cap: $19.07B
SONO
Sonos Inc
$14.43
-17.64%
TECHNOLOGY · Cap: $1.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Synnex Corporation generates 4679% more annual revenue ($69.77B vs $1.46B). SNX leads profitability with a 1.6% profit margin vs 1.6%. SNX trades at a lower P/E of 17.1x. SNX earns a higher WallStSmart Score of 72/100 (B).
SNX
Strong Buy72
out of 100
Grade: B
SONO
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.5%
Fair Value
$263.65
Current Price
$248.68
$14.97 discount
Margin of Safety
-35.3%
Fair Value
$12.20
Current Price
$14.43
$2.23 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 31.0% year-over-year
Earnings expanding 87.9% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
1.6% margin — thin
Operating margin of 2.7%
Negative free cash flow — burning cash
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
1.6% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : SNX
The strongest argument for SNX centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 31.0% demonstrates continued momentum. PEG of 0.91 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 : SNX
The primary concerns for SNX are Profit Margin, Operating Margin, Free Cash Flow. Thin 1.6% margins leave little buffer for downturns.
Bear Case : SONO
The primary concerns for SONO are Market Cap, Return on Equity, Profit Margin. A P/E of 89.4x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
SNX profiles as a hypergrowth stock while SONO is a value play — different risk/reward profiles.
SONO carries more volatility with a beta of 1.96 — expect wider price swings.
SNX is growing revenue faster at 31.0% — sustainability is the question.
SONO generates stronger free cash flow (-70M), providing more financial flexibility.
Bottom Line
SNX scores higher overall (72/100 vs 45/100) and 31.0% revenue growth. Both earn "Strong 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.
Synnex Corporation
TECHNOLOGY · ELECTRONICS & COMPUTER DISTRIBUTION · USA
SYNNEX Corporation provides business process services in the United States and internationally. The company is headquartered in Fremont, California.
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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