Sonos Inc (SONO)vsSkyworks Solutions Inc (SWKS)
SONO
Sonos Inc
$15.08
-7.20%
TECHNOLOGY · Cap: $1.88B
SWKS
Skyworks Solutions Inc
$73.57
-7.96%
TECHNOLOGY · Cap: $11.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Skyworks Solutions Inc generates 177% more annual revenue ($4.04B vs $1.46B). SWKS leads profitability with a 8.9% profit margin vs 1.6%. SWKS trades at a lower P/E of 30.8x. SWKS earns a higher WallStSmart Score of 47/100 (D+).
SONO
Hold45
out of 100
Grade: D+
SWKS
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-34.6%
Fair Value
$12.26
Current Price
$15.08
$2.82 premium
Margin of Safety
+8.0%
Fair Value
$69.21
Current Price
$73.57
$4.36 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 87.5% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
1.6% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 6.3% — below average capital efficiency
Revenue declined 1.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : SONO
The strongest argument for SONO centers on EPS Growth, Debt/Equity.
Bull Case : SWKS
The strongest argument for SWKS centers on Altman Z-Score, Debt/Equity, Price/Book.
Bear Case : SONO
The primary concerns for SONO are Market Cap, Return on Equity, Profit Margin. A P/E of 92.8x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.
Bear Case : SWKS
The primary concerns for SWKS are PEG Ratio, P/E Ratio, Return on Equity.
Key Dynamics to Monitor
SONO carries more volatility with a beta of 1.94 — expect wider price swings.
SONO is growing revenue faster at 8.4% — sustainability is the question.
SWKS generates stronger free cash flow (-32M), providing more financial flexibility.
Monitor CONSUMER ELECTRONICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SWKS scores higher overall (47/100 vs 45/100). 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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