Synnex Corporation (SNX)vsSonos Inc (SONO)
SNX
Synnex Corporation
$269.21
+5.35%
TECHNOLOGY · Cap: $20.65B
SONO
Sonos Inc
$15.12
+3.35%
TECHNOLOGY · Cap: $1.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Synnex Corporation generates 4581% more annual revenue ($69.77B vs $1.49B). SONO leads profitability with a 3.8% profit margin vs 1.6%. SNX trades at a lower P/E of 18.5x. SNX earns a higher WallStSmart Score of 72/100 (B).
SNX
Strong Buy72
out of 100
Grade: B
SONO
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.4%
Fair Value
$263.13
Current Price
$269.21
$6.08 discount
Margin of Safety
-31.9%
Fair Value
$12.51
Current Price
$15.12
$2.61 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
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
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
3.8% margin — thin
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 0.76 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 P/E Ratio, Market Cap, Return on Equity. Thin 3.8% 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 1.94 — expect wider price swings.
SNX is growing revenue faster at 31.0% — sustainability is the question.
SONO generates stronger free cash flow (40M), providing more financial flexibility.
Bottom Line
SNX scores higher overall (72/100 vs 48/100) 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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