Sonos Inc (SONO)vsWorkday Inc (WDAY)
SONO
Sonos Inc
$14.67
+1.31%
TECHNOLOGY · Cap: $1.77B
WDAY
Workday Inc
$122.40
-0.02%
TECHNOLOGY · Cap: $31.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Workday Inc generates 564% more annual revenue ($9.55B vs $1.44B). WDAY leads profitability with a 7.3% profit margin vs -1.2%. WDAY earns a higher WallStSmart Score of 64/100 (C+).
SONO
Hold42
out of 100
Grade: D
WDAY
Buy64
out of 100
Grade: C+
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
+75.3%
Fair Value
$583.98
Current Price
$122.40
$461.58 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 87.5% YoY
Growing faster than its price suggests
Earnings expanding 62.9% YoY
Generating 1.2B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
ROE of -3.9% — below average capital efficiency
Revenue declined 0.9%
Currently unprofitable
7.3% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : SONO
The strongest argument for SONO centers on EPS Growth.
Bull Case : WDAY
The strongest argument for WDAY centers on PEG Ratio, EPS Growth, Free Cash Flow. Revenue growth of 14.5% demonstrates continued momentum. PEG of 0.47 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 : WDAY
The primary concerns for WDAY are Profit Margin, P/E Ratio. A P/E of 47.1x leaves little room for execution misses.
Key Dynamics to Monitor
SONO profiles as a turnaround stock while WDAY is a value play — different risk/reward profiles.
SONO carries more volatility with a beta of 2.00 — expect wider price swings.
WDAY is growing revenue faster at 14.5% — sustainability is the question.
WDAY generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
WDAY scores higher overall (64/100 vs 42/100) and 14.5% revenue growth. SONO offers better value entry with a 42.1% margin of safety. Both earn "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.
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.
Workday Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Workday, Inc. provides business applications in the cloud worldwide. The company is headquartered in Pleasanton, California.
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