Obermatt

Sonos

NSQ:SONO · US83570H1086
Household DurablesMedium

360

87
EV / EBIT41
Price / Owner Earnings11
Owner Earnings Yield32
Dividend Yield1
Price/Sales69
EV / Gross Profit72
Price/Book51
Return on Capital68
Cash Return on Capital90
Return on Equity38
EBIT Margin17
Gross Profitability100
Cash Conversion100
Accruals95
Owner Earnings Margin41
Sales growth26
Profit Growth48
Long-Term EPS Growth1
Reinvestment66
Price momentum82
Debt load58
Refinancing43
Debt Payback100
Liquidity95
Analyst ratings68
Opinion Changes50
Price Target Upside56
Market mood31
Value Creation16/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Sonos generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustryHousehold Durables
SizeMedium
TypePublic Company
ExchangeNASDAQGS
Founded2002
Employees1,517
Websitesonos.com
ISINUS83570H1086
Last UpdateApr 2, 2026
Themes
Digital MediaEntertainment SystemsStreaming MediaAudioConsumer ElectronicsHardwareMusicSoftwareWireless

Description

Sonos, Inc. and its wholly owned subsidiaries (Sonos) designs, develops, manufactures, and sells audio products and services. The Sonos sound system provides customers with an immersive listening experience created by the design of the company's spe…

Analysis

Quality compounder

Sonos, Inc. is a quality compounder: a well-run business trading at a price that reflects what it is worth.

The price is expensive. You pay 33.8× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 13% yearly growth; analysts expect -57%. The market is pricing in far more than analysts expect: heroic expectations.

The trajectory is moderate and the balance sheet is sturdy. The company scores 16/20 on our value-creation score: strong value creator.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
76
2023202420252026

All-time high

76

Jun 2026

All-time low

15

Jan 2025

Average rank

60

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
69
64
27
17
Price/Earnings
53
1
1
21
Price/Book
51
53
16
14
Dividend Yield
1
1
1
1
Value (overall)
58
35
1
6

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →