WallStSmart

Sonos Inc (SONO)vsXperi Corp (XPER)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sonos Inc generates 221% more annual revenue ($1.44B vs $448.11M). SONO leads profitability with a -1.2% profit margin vs -12.6%. XPER earns a higher WallStSmart Score of 54/100 (C-).

SONO

Hold

42

out of 100

Grade: D

Growth: 4.7Profit: 4.0Value: 6.7Quality: 5.0

XPER

Buy

54

out of 100

Grade: C-

Growth: 4.7Profit: 2.0Value: 7.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SONOUndervalued (+42.1%)

Margin of Safety

+42.1%

Fair Value

$28.49

Current Price

$14.67

$13.82 discount

UndervaluedFair: $28.49Overvalued
XPERUndervalued (+78.7%)

Margin of Safety

+78.7%

Fair Value

$25.87

Current Price

$6.68

$19.19 discount

UndervaluedFair: $25.87Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SONO1 strengths · Avg: 10.0/10
EPS GrowthGrowth
87.5%10/10

Earnings expanding 87.5% YoY

XPER2 strengths · Avg: 10.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

EPS GrowthGrowth
380.0%10/10

Earnings expanding 380.0% YoY

Areas to Watch

SONO4 concerns · Avg: 2.0/10
Market CapQuality
$1.77B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-3.9%2/10

ROE of -3.9% — below average capital efficiency

Revenue GrowthGrowth
-0.9%2/10

Revenue declined 0.9%

Profit MarginProfitability
-1.2%1/10

Currently unprofitable

XPER4 concerns · Avg: 2.0/10
Market CapQuality
$310.47M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-13.4%2/10

ROE of -13.4% — below average capital efficiency

Revenue GrowthGrowth
-4.8%2/10

Revenue declined 4.8%

Profit MarginProfitability
-12.6%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull Case : SONO

The strongest argument for SONO centers on EPS Growth.

Bull Case : XPER

The strongest argument for XPER centers on Price/Book, EPS Growth. PEG of 1.08 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 : XPER

The primary concerns for XPER are Market Cap, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

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.

SONO generates stronger free cash flow (157M), providing more financial flexibility.

Monitor CONSUMER ELECTRONICS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

XPER scores higher overall (54/100 vs 42/100). 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.

Xperi Corp

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Xperi Holding Corporation, is a global consumer and entertainment product / solution licensing company. The company is headquartered in San Jose, California.

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