WallStSmart

Sony Group Corp (SONY)vsVertiv Holdings Co (VRT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sony Group Corp generates 128643% more annual revenue ($13.17T vs $10.23B). VRT leads profitability with a 13.0% profit margin vs -1.6%. VRT appears more attractively valued with a PEG of 1.83. VRT earns a higher WallStSmart Score of 67/100 (B-).

SONY

Hold

47

out of 100

Grade: D+

Growth: 7.3Profit: 5.0Value: 6.0Quality: 5.0

VRT

Strong Buy

67

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 4.7Quality: 6.3
Piotroski: 4/9Altman Z: 2.25
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SONYUndervalued (+8.7%)

Margin of Safety

+8.7%

Fair Value

$25.06

Current Price

$19.91

$5.15 discount

UndervaluedFair: $25.06Overvalued
VRTSignificantly Overvalued (-55.7%)

Margin of Safety

-55.7%

Fair Value

$159.59

Current Price

$251.07

$91.48 premium

UndervaluedFair: $159.59Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SONY5 strengths · Avg: 9.0/10
Revenue GrowthGrowth
50.0%10/10

Revenue surging 50.0% year-over-year

Free Cash FlowQuality
$898.45B10/10

Generating 898.5B in free cash flow

Market CapQuality
$117.61B9/10

Large-cap with strong market position

P/E RatioValuation
15.3x8/10

Attractively priced relative to earnings

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

VRT4 strengths · Avg: 8.8/10
Return on EquityProfitability
41.8%10/10

Every $100 of equity generates 42 in profit

Market CapQuality
$103.64B9/10

Large-cap with strong market position

Operating MarginProfitability
21.2%8/10

Strong operational efficiency at 21.2%

Revenue GrowthGrowth
22.7%8/10

Revenue surging 22.7% year-over-year

Areas to Watch

SONY2 concerns · Avg: 1.5/10
PEG RatioValuation
2.782/10

Expensive relative to growth rate

Profit MarginProfitability
-1.6%1/10

Currently unprofitable

VRT4 concerns · Avg: 3.0/10
PEG RatioValuation
1.834/10

Expensive relative to growth rate

EPS GrowthGrowth
2.0%4/10

2.0% earnings growth

P/E RatioValuation
79.4x2/10

Premium valuation, high expectations priced in

Price/BookValuation
24.4x2/10

Trading at 24.4x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : SONY

The strongest argument for SONY centers on Revenue Growth, Free Cash Flow, Market Cap. Revenue growth of 50.0% demonstrates continued momentum.

Bull Case : VRT

The strongest argument for VRT centers on Return on Equity, Market Cap, Operating Margin. Revenue growth of 22.7% demonstrates continued momentum.

Bear Case : SONY

The primary concerns for SONY are PEG Ratio, Profit Margin.

Bear Case : VRT

The primary concerns for VRT are PEG Ratio, EPS Growth, P/E Ratio. A P/E of 79.4x leaves little room for execution misses.

Key Dynamics to Monitor

SONY profiles as a hypergrowth stock while VRT is a growth play — different risk/reward profiles.

VRT carries more volatility with a beta of 2.08 — expect wider price swings.

SONY is growing revenue faster at 50.0% — sustainability is the question.

SONY generates stronger free cash flow (898.5B), providing more financial flexibility.

Bottom Line

VRT scores higher overall (67/100 vs 47/100) and 22.7% revenue growth. Both earn "Strong 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.

Sony Group Corp

TECHNOLOGY · CONSUMER ELECTRONICS · USA

Sony Group Corporation designs, develops, produces and sells electronic equipment, instruments and devices for the consumer, professional and industrial markets worldwide. The company is headquartered in Tokyo, Japan.

Vertiv Holdings Co

INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA

Vertiv Holdings Co designs, manufactures and services critical digital infrastructure technologies and lifecycle services for data centers, communication networks, and commercial and industrial environments in the Americas, Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in Columbus, Ohio.

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