Knowles Corporation vs Sony Group Corp, two Consumer Electronics stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
The operating margins nearly touch, 10.4% at Knowles and 10.9% at Sony, and everything else about the pair diverges. Knowles is a $4B specialist in acoustic components and capacitors; Sony is a $119B conglomerate spanning games, music, sensors, and film. The market prices the specialist at 63.5 times earnings and the empire at 15.7, four times the multiple for the smaller, narrower business, presumably on medtech and defense design-win momentum. Sony's rebuttal is cash: a 13% free-cash yield, among the highest for its size anywhere, plus a 1.9% dividend. Knowles yields 0.7%. Similar margins, opposite prices; the difference is which direction each is believed to be heading.
Comparison updated 2026-07-10.
| Metric | KN | SONY |
|---|---|---|
| Price | $40.02 | $19.71 |
| Market cap | $3.5B | $119.2B |
| Sector | Consumer Electronics | Consumer Electronics |
| Stage | Mature | Mature |
| P/E | 63.5 | 15.7 |
| P/B | 4.50 | 2.10 |
| P/S | 5.72 | 1.38 |
| EV/EBITDA | 30.3 | 5.8 |
| Revenue growth | +11.2% | +9.8% |
| Gross margin | 43.8% | — |
| Operating margin | 10.4% | 10.9% |
| Net margin | 9.1% | 8.9% |
| Return on equity | 7.2% | 13.6% |
| Return on assets | 5.3% | 3.3% |
| Return on invested capital | 7.1% | 13.0% |
| FCF yield | 0.7% | 13.0% |
| Dividend yield | — | 1.9% |
| Debt / equity | 0.17 | 0.00 |
| Current ratio | 3.27 | 0.70 |
| Altman Z (solvency) | 6.12 | 1.05 |
| Piotroski F (quality) | 3 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.