Sonos Inc (SONO)vsViavi Solutions Inc (VIAV)
SONO
Sonos Inc
$14.67
+1.31%
TECHNOLOGY · Cap: $1.77B
VIAV
Viavi Solutions Inc
$45.53
+5.47%
TECHNOLOGY · Cap: $11.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Sonos Inc generates 16% more annual revenue ($1.44B vs $1.24B). SONO leads profitability with a -1.2% profit margin vs -3.4%. SONO earns a higher WallStSmart Score of 42/100 (D).
SONO
Hold42
out of 100
Grade: D
VIAV
Hold39
out of 100
Grade: F
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
-44.2%
Fair Value
$18.65
Current Price
$45.53
$26.88 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 87.5% YoY
Revenue surging 36.4% year-over-year
Areas to Watch
Smaller company, higher risk/reward
ROE of -3.9% — below average capital efficiency
Revenue declined 0.9%
Currently unprofitable
Trading at 12.6x book value
Weak financial health signals
ROE of -5.5% — below average capital efficiency
Earnings declined 73.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : SONO
The strongest argument for SONO centers on EPS Growth.
Bull Case : VIAV
The strongest argument for VIAV centers on Revenue Growth. Revenue growth of 36.4% demonstrates continued momentum. PEG of 1.34 suggests the stock is reasonably priced for its growth.
Bear Case : SONO
The primary concerns for SONO are Market Cap, Return on Equity, Revenue Growth.
Bear Case : VIAV
The primary concerns for VIAV are Price/Book, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
SONO profiles as a turnaround stock while VIAV is a hypergrowth play — different risk/reward profiles.
SONO carries more volatility with a beta of 2.00 — expect wider price swings.
VIAV is growing revenue faster at 36.4% — sustainability is the question.
SONO generates stronger free cash flow (157M), providing more financial flexibility.
Bottom Line
SONO scores higher overall (42/100 vs 39/100). 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.
Viavi Solutions Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Viavi Solutions Inc. provides network testing, monitoring and assurance solutions to communications service providers, enterprises, network equipment manufacturers, government, civil, military and avionics customers worldwide. The company is headquartered in San Jose, California.
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