Sonos Inc (SONO)vsSkyworks Solutions Inc (SWKS)
SONO
Sonos Inc
$14.67
+1.31%
TECHNOLOGY · Cap: $1.77B
SWKS
Skyworks Solutions Inc
$70.17
+11.99%
TECHNOLOGY · Cap: $9.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Skyworks Solutions Inc generates 182% more annual revenue ($4.05B vs $1.44B). SWKS leads profitability with a 9.7% profit margin vs -1.2%. SWKS earns a higher WallStSmart Score of 47/100 (D+).
SONO
Hold42
out of 100
Grade: D
SWKS
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+42.1%
Fair Value
$28.49
Current Price
$14.67
$13.82 discount
Margin of Safety
+28.0%
Fair Value
$88.40
Current Price
$70.17
$18.23 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 87.5% YoY
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
ROE of -3.9% — below average capital efficiency
Revenue declined 0.9%
Currently unprofitable
Expensive relative to growth rate
ROE of 6.5% — below average capital efficiency
Revenue declined 3.1%
Earnings declined 47.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : SONO
The strongest argument for SONO centers on EPS Growth.
Bull Case : SWKS
The strongest argument for SWKS centers on Altman Z-Score, Price/Book.
Bear Case : SONO
The primary concerns for SONO are Market Cap, Return on Equity, Revenue Growth.
Bear Case : SWKS
The primary concerns for SWKS are PEG Ratio, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
SONO profiles as a turnaround stock while SWKS is a value play — different risk/reward profiles.
SONO carries more volatility with a beta of 2.00 — expect wider price swings.
SONO is growing revenue faster at -0.9% — sustainability is the question.
SWKS generates stronger free cash flow (339M), providing more financial flexibility.
Bottom Line
SWKS scores higher overall (47/100 vs 42/100). SONO offers better value entry with a 42.1% 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.
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.
Skyworks Solutions Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Skyworks Solutions, Inc. is an American semiconductor company headquartered in Irvine, California, United States. Skyworks manufactures semiconductors for use in Radio Frequency (RF) and mobile communications systems.
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