Sector Alpha Week of 2026-09-16
Not SEBI Registered !! Not Investment advice !!
20-quarter listed-company comparison

Consumer Electronics Stocks

Consumer Electronics: Apple Inc. owns the largest revenue base AND the fastest current growth.

01 · the industry itself · before any single company

How has Consumer Electronics moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 10% ahead of S&P 500. Earnings across its companies fell 16% on average over the last four reported quarters.

TURNING · ahead 2wMoving with the index4 of 7 companies ahead of S&P 500 by 5% or more over three months

RS ↑2w · 5/7 >200d (+0) · 4/7 lead (+3) · EPS 5/7↑

20020262025202420232022 272347 TRAILING 12-MONTH EPS · 100 AT THE START0100Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 4 reportingJun 2022 · trailing 12-month earnings per share at 98, against 100 at the start · no comparable year yet · 5 reportingSep 2022 · trailing 12-month earnings per share at 87, against 100 at the start · no comparable year yet · 5 reportingDec 2022 · trailing 12-month earnings per share at 28, against 100 at the start · no comparable year yet · 6 reportingMar 2023 · trailing 12-month earnings per share at 0, against 100 at the start · down 100.0% on a year ago · 3 reportingJun 2023 · trailing 12-month earnings per share at 0, against 100 at the start · down 100.0% on a year ago · 5 reportingSep 2023 · trailing 12-month earnings per share at 0, against 100 at the start · down 55.7% on a year ago · 7 reportingDec 2023 · trailing 12-month earnings per share at 0, against 100 at the start · down 52.5% on a year ago · 5 reportingMar 2024 · trailing 12-month earnings per share at 0, against 100 at the start · up 3.1% on a year ago · 5 reportingJun 2024 · trailing 12-month earnings per share at 0, against 100 at the start · up 6.8% on a year ago · 5 reportingSep 2024 · trailing 12-month earnings per share at 0, against 100 at the start · up 14.1% on a year ago · 5 reportingDec 2024 · trailing 12-month earnings per share at 0, against 100 at the start · up 11.4% on a year ago · 5 reportingMar 2025 · trailing 12-month earnings per share at 0, against 100 at the start · up 9.7% on a year ago · 5 reportingJun 2025 · trailing 12-month earnings per share at 0, against 100 at the start · up 9.3% on a year ago · 5 reportingSep 2025 · trailing 12-month earnings per share at 0, against 100 at the start · up 22.9% on a year ago · 5 reportingDec 2025 · trailing 12-month earnings per share at 0, against 100 at the start · up 1.3% on a year ago · 5 reportingMar 2026 · trailing 12-month earnings per share at 0, against 100 at the start · down 95.9% on a year ago · 5 reportingNot reported yet — earnings trail price by a quarter or twoNOT REPORTED YET0 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
20020262025202420232022 272347 TRAILING 12-MONTH EPS · 100 AT THE START0100Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 4 reportingJun 2022 · trailing 12-month earnings per share at 98, against 100 at the start · no comparable year yet · 5 reportingSep 2022 · trailing 12-month earnings per share at 87, against 100 at the start · no comparable year yet · 5 reportingDec 2022 · trailing 12-month earnings per share at 28, against 100 at the start · no comparable year yet · 6 reportingMar 2023 · trailing 12-month earnings per share at 0, against 100 at the start · down 100.0% on a year ago · 3 reportingJun 2023 · trailing 12-month earnings per share at 0, against 100 at the start · down 100.0% on a year ago · 5 reportingSep 2023 · trailing 12-month earnings per share at 0, against 100 at the start · down 55.7% on a year ago · 7 reportingDec 2023 · trailing 12-month earnings per share at 0, against 100 at the start · down 52.5% on a year ago · 5 reportingMar 2024 · trailing 12-month earnings per share at 0, against 100 at the start · up 3.1% on a year ago · 5 reportingJun 2024 · trailing 12-month earnings per share at 0, against 100 at the start · up 6.8% on a year ago · 5 reportingSep 2024 · trailing 12-month earnings per share at 0, against 100 at the start · up 14.1% on a year ago · 5 reportingDec 2024 · trailing 12-month earnings per share at 0, against 100 at the start · up 11.4% on a year ago · 5 reportingMar 2025 · trailing 12-month earnings per share at 0, against 100 at the start · up 9.7% on a year ago · 5 reportingJun 2025 · trailing 12-month earnings per share at 0, against 100 at the start · up 9.3% on a year ago · 5 reportingSep 2025 · trailing 12-month earnings per share at 0, against 100 at the start · up 22.9% on a year ago · 5 reportingDec 2025 · trailing 12-month earnings per share at 0, against 100 at the start · up 1.3% on a year ago · 5 reportingMar 2026 · trailing 12-month earnings per share at 0, against 100 at the start · down 95.9% on a year ago · 5 reportingNot reported yet — earnings trail price by a quarter or two0No earnings on file this far back — the price series reaches further than the filings do
Consumer Electronics, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 7 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

02 · sector relative strength, before individual stocks

Is Consumer Electronics outperforming S&P 500?

Consumer Electronics has underperformed S&P 500 by 7.2% over the last 52 weeks. Over 13 weeks the gap is a lead of 10.6%. 1 of 5 covered companies currently beats the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Apple Inc. is the strongest against the sector itself at +2.8%.

+10.6%Sector vs S&P 500 · 13 weeks
-7.2%Sector vs S&P 500 · 52 weeks
1/5Stocks leading S&P 500
1/5Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: current leadership is concentrated, so durability matters more than rank.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Consumer Electronics has underperformed S&P 500 by 7.2% over 52 weeks and 10.6% over 13 weeks. 1 of 5 covered companies beat the S&P 500 on Mansfield relative strength, while 1 of 5 beat the sector itself. Apple Inc. leads with revenue of $466,823 million, based on 4 of 6 comparable companies through Jun 2026.

Companies
6
complete canonical membership
Combined market value
$4.9T
Apple Inc.
Revenue growing
1/4
positive TTM year-on-year growth
Beating S&P 500
1/5
positive Mansfield relative strength
Comparing 4 of 6
03 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
Apple Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 82.3% evidence confidence.
How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1Apple Inc.AAPL 74.9/100Favorable setup82% evidence TURNING 26.1/35 Revenue 14.2% · PAT 29.9% · OPM change 2.6 pp 95% evidence 22.0/25 ROCE 66.2% · OPM 32.6% 76% evidence 13.5/20 P/E 32.3× · PEG 1 50% evidence 13.3/20 RS sector 2.8% · RS bench 10.7% · 1Y 35.4%7 of 12 weeks ahead 100% evidence
Exact sum: 26.1 + 22 + 13.5 + 13.3 = 74.9 · Decision use: Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence.
2GoPro, Inc.GPRO 34.0/100Thin evidence · provisional55% evidence TURNING 8.1/35 Revenue -20.9% · PAT — · OPM change -24.1 pp 62% evidence 5.7/25 ROCE -67.3% · OPM -57.8% 76% evidence 10.0/20 P/E 27.7× · PEG — 0% evidence 10.2/20 RS sector -5.9% · RS bench -2.9% · 1Y -47.7%3 of 12 weeks ahead 70% evidence
Exact sum: 8.1 + 5.7 + 10 + 10.2 = 34 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
3Turtle Beach CorporationTBCH 33.7/100Thin evidence · provisional55% evidence ASLEEP 8.5/35 Revenue -21.6% · PAT -85.7% · OPM change -35.7 pp 62% evidence 9.9/25 ROCE -8.4% · OPM -33.3% 76% evidence 10.0/20 P/E 338× · PEG — 0% evidence 5.3/20 RS sector -15.4% · RS bench -9.9% · 1Y -17.7%6 of 12 weeks ahead 70% evidence
Exact sum: 8.5 + 9.9 + 10 + 5.3 = 33.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
4Vuzix CorporationVUZI 33.5/100Thin evidence · provisional55% evidence BASING 14.5/35 Revenue 0% · PAT — · OPM change 37.1 pp 62% evidence 6.0/25 ROCE -21.4% · OPM -517.9% 76% evidence 10.0/20 P/E — · PEG — 0% evidence 3.0/20 RS sector -22% · RS bench -17.3% · 1Y 0%1 of 12 weeks ahead 70% evidence
Exact sum: 14.5 + 6 + 10 + 3 = 33.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
5Sonos, Inc.SONO 53.4/100Thin evidence · provisional49% evidence TURNING 23.2/35 Revenue — · PAT — · OPM change 12.4 pp 45% evidence 12.6/25 ROCE 6.1% · OPM -11.2% 76% evidence 10.0/20 P/E 30.2× · PEG — 0% evidence 7.6/20 RS sector -12.3% · RS bench -6.5% · 1Y 0.2%1 of 12 weeks ahead 70% evidence
Exact sum: 23.2 + 12.6 + 10 + 7.6 = 53.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
6Boundless GroupBLTG 44.3/100Thin evidence · provisional11% evidence 17.5/35 Revenue — · PAT — · OPM change — 0% evidence 6.8/25 ROCE -120.9% · OPM — 46% evidence 10.0/20 P/E — · PEG — 0% evidence 10.0/20 RS sector — · RS bench — · 1Y — 0% evidence
Exact sum: 17.5 + 6.8 + 10 + 10 = 44.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
04 · what price has already done

Market action

Apple Inc. has the strongest one-year price move in Consumer Electronics at +35.4%. It also leads on Mansfield relative strength against the S&P 500 at +10.7%. 1 of 5 covered companies is above zero on that measure. Every line covers 314 weekly closes through 2026-09-16.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · compare level, then change

Revenue Scale & Growth Durability

Apple Inc. has the highest Revenue among the 6 Consumer Electronics companies compared here, at $466,823 million. GoPro, Inc. is next at $617 million. The same company also holds the highest Revenue growth, at 14.2%. 4 of 6 companies report a comparable reading, the latest through Jun 2026. Its Revenue series carries 19 reported observations across the 20-quarter window.

What the numbers say: Apple Inc. is the scale leader at $466,823 million, 757× the revenue of GoPro, Inc.. Apple Inc.'s growth is 14.2% from a $466,823 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderApple Inc. · $466,823 million
Gap757× versus #2 · GoPro, Inc.
Persistence8/8 recent comparable periods
Coverage4/6 companies · 94 observations

Investor read: Apple Inc. is the scale benchmark; Apple Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: Apple Inc.'s growth falls below Apple Inc.'s for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
1Apple Inc. AAPL$466.8B
2GoPro, Inc. GPRO$617M
Revenue growthfastest growers
1Apple Inc. AAPL14%
3GoPro, Inc. GPRO-21%
Revenue · company comparison
4/6 level · 4/6 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
Apple Inc. AAPL$109.4B16%Jun 2026
Sonos, Inc. SONO$282M8.5%Jun 2026
GoPro, Inc. GPRO$99M-26%Mar 2026
Turtle Beach Corporation TBCH$42M-34%Mar 2026
Vuzix Corporation VUZI$1M-50%Mar 2026
Full 20-quarter history · every available company

Revenue · reported quarter history

Apple Inc. · AAPL

$83.4B
$123.9B
$97.3B
$83.0B
$90.1B
$117.2B
$94.8B
$81.8B
$119.6B
$90.8B
$85.8B
$94.9B
$124.3B
$95.4B
$94.0B
$102.5B
$143.8B
$111.2B
$109.4B

GoPro, Inc. · GPRO

$317M
$391M
$217M
$251M
$305M
$321M
$175M
$241M
$294M
$295M
$155M
$186M
$259M
$201M
$134M
$153M
$163M
$202M
$99M

Sonos, Inc. · SONO

$379M
$360M
$664M
$400M
$372M
$316M
$304M
$373M
$613M
$253M
$397M
$255M
$551M
$260M
$345M
$288M
$546M
$282M

Turtle Beach Corporation · TBCH

$85M
$109M
$47M
$41M
$51M
$101M
$51M
$48M
$59M
$100M
$56M
$76M
$94M
$146M
$64M
$57M
$80M
$119M
$42M

Vuzix Corporation · VUZI

$3M
$3M
$3M
$3M
$3M
$3M
$4M
$5M
$2M
$1M
$2M
$1M
$1M
$1M
$2M
$1M
$1M
$2M
$1M

Revenue growth · reported quarter history

Apple Inc. · AAPL

1.9%
8.1%
-5.5%
14%
-9.3%
2.1%
-9.6%
16%
4.0%
5.1%
9.6%
7.9%
16%
17%
16%

GoPro, Inc. · GPRO

0.4%
-3.8%
-18%
-19%
-4.0%
-3.6%
-8.1%
-11%
-23%
-12%
-32%
-14%
-18%
-37%
0.5%
-26%

Sonos, Inc. · SONO

-1.9%
-12%
-24%
0.3%
94%
31%
-32%
-10%
2.8%
-13%
13%
-0.9%
8.5%

Turtle Beach Corporation · TBCH

-48%
-40%
-7.3%
8.5%
17%
16%
-1.0%
9.8%
58%
59%
46%
14%
-25%
-15%
-18%
-34%

Vuzix Corporation · VUZI

0.0%
0.0%
0.0%
33%
67%
-33%
-67%
-50%
-80%
-50%
0.0%
0.0%
0.0%
0.0%
100%
-50%
06 · compare level, then change

Operating Economics & Margin Trend

Apple Inc. has the highest OPM among the 6 Consumer Electronics companies compared here, at 32.6%. Sonos, Inc. is next at -11.2%. Vuzix Corporation has the highest Margin change at +37.1 percentage points, so level and change sit with different companies. 5 of 6 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Apple Inc. leads opm at 32.6%; Vuzix Corporation leads margin change at +37.1 percentage points.

LeaderApple Inc. · 32.6%
Gap391.1% versus #2 · Sonos, Inc.
Persistence8/8 recent comparable periods
Coverage5/6 companies · 91 observations

Investor read: Apple Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
OPMhighest
1Apple Inc. AAPL33%
2Sonos, Inc. SONO-11%
4GoPro, Inc. GPRO-58%
Margin changefastest expanders
1Vuzix Corporation VUZI+37.1 pp
2Sonos, Inc. SONO+12.4 pp
3Apple Inc. AAPL+2.6 pp
4GoPro, Inc. GPRO−24.1 pp
5Turtle Beach Corporation TBCH−35.7 pp
Operating margin · company comparison
5/6 level · 5/6 change
All-company data · latest reported quarter
CompanyOPMMargin changeReported
Apple Inc. AAPL33%+2.6 ppJun 2026
Sonos, Inc. SONO-11%+12.4 ppJun 2026
Turtle Beach Corporation TBCH-33%−35.7 ppMar 2026
GoPro, Inc. GPRO-58%−24.1 ppMar 2026
Vuzix Corporation VUZI-518%+37.1 ppMar 2026
Full 20-quarter history · every available company

OPM · reported quarter history

Apple Inc. · AAPL

29%
34%
31%
28%
28%
31%
30%
28%
34%
31%
30%
31%
35%
31%
30%
32%
35%
32%
33%

GoPro, Inc. · GPRO

15%
15%
3.8%
1.9%
8.0%
0.5%
-23%
-9.3%
-1.3%
-3.2%
-27%
-25%
-3.1%
-20%
-34%
-9.2%
-9.8%
-4.1%
-58%

Sonos, Inc. · SONO

4.4%
-3.2%
20%
2.5%
1.9%
-19%
-19%
-5.7%
13%
-28%
3.2%
-27%
8.7%
-24%
-0.8%
-12%
18%
-11%

Turtle Beach Corporation · TBCH

1.7%
5.7%
-18%
-52%
-27%
-8.0%
-13%
-33%
-4.3%
8.4%
-10%
-5.4%
6.8%
16%
2.4%
-0.6%
6.7%
18%
-33%

Vuzix Corporation · VUZI

-344%
-341%
-416%
-333%
-291%
-409%
-259%
-205%
-524%
-504%
-671%
-555%
-606%
-646%
-374%
-518%

Margin change · reported quarter history

Apple Inc. · AAPL

−1.8 pp
−0.9 pp
−2.8 pp
+2.1 pp
+0.5 pp
+3.1 pp
−0.3 pp
+3.1 pp
+0.7 pp
+0.3 pp
+0.4 pp
+0.4 pp
+0.9 pp
+1.3 pp
+2.6 pp

GoPro, Inc. · GPRO

−1.9 pp
−7.3 pp
−14.5 pp
−26.6 pp
−11.2 pp
−9.3 pp
−3.7 pp
−3.8 pp
−15.7 pp
−1.8 pp
−16.3 pp
−7.1 pp
+15.8 pp
−6.7 pp
+15.4 pp
−24.1 pp

Sonos, Inc. · SONO

−2.5 pp
−15.8 pp
−21.3 pp
−7.6 pp
+32.0 pp
+22.0 pp
−21.5 pp
−4.3 pp
+4.5 pp
−4.0 pp
+15.2 pp
+9.7 pp
+12.4 pp

Turtle Beach Corporation · TBCH

−52.4 pp
−28.4 pp
−13.7 pp
+5.2 pp
+18.9 pp
+22.4 pp
+16.4 pp
+2.4 pp
+27.5 pp
+11.1 pp
+7.6 pp
+12.6 pp
+4.8 pp
−0.1 pp
+1.6 pp
−35.7 pp

Vuzix Corporation · VUZI

−16.8 pp
+52.8 pp
−67.5 pp
+157.2 pp
+127.7 pp
−233.6 pp
−1,504.4 pp
−244.8 pp
−3,523.1 pp
−146.7 pp
+824.8 pp
−51.4 pp
+3,121.6 pp
+25.6 pp
+714.7 pp
+37.1 pp
07 · compare level, then change

Profit Scale & Acceleration

Apple Inc. has the highest Net profit among the 6 Consumer Electronics companies compared here, at $128,930 million. Turtle Beach Corporation is next at $2 million. The same company also holds the highest Profit growth, at 29.9%. 4 of 6 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Apple Inc. leads with $128,930 million of TTM profit, 64,465× the profit of Turtle Beach Corporation. Apple Inc. shows 29.9% growth from a $128,930 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderApple Inc. · $128,930 million
Gap64,465× versus #2 · Turtle Beach Corporation
Persistence7/8 recent comparable periods
Coverage4/6 companies · 94 observations

Investor read: Apple Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
1Apple Inc. AAPL$128.9B
4GoPro, Inc. GPRO$-127M
Profit growthfastest growers
1Apple Inc. AAPL30%
Net profit · company comparison
4/6 level · 1/6 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
Apple Inc. AAPL$29.8B27%Jun 2026
Vuzix Corporation VUZI$-7MMar 2026
Turtle Beach Corporation TBCH$-15M-10%Mar 2026
Sonos, Inc. SONO$-29M88%Jun 2026
GoPro, Inc. GPRO$-81M-167%Mar 2026
Full 20-quarter history · every available company

Net profit · reported quarter history

Apple Inc. · AAPL

$20.6B
$34.6B
$25.0B
$19.4B
$20.7B
$30.0B
$24.2B
$19.9B
$33.9B
$23.6B
$21.4B
$14.7B
$36.3B
$24.8B
$23.4B
$27.5B
$42.1B
$29.6B
$29.8B

GoPro, Inc. · GPRO

$312M
$53M
$6M
$3M
$18M
$3M
$-30M
$-17M
$-4M
$-2M
$-339M
$-48M
$-8M
$-37M
$-47M
$-16M
$-21M
$-9M
$-81M

Sonos, Inc. · SONO

$18M
$-9M
$123M
$9M
$-1M
$-64M
$-31M
$-24M
$81M
$-70M
$4M
$-53M
$50M
$-70M
$-3M
$-38M
$94M
$-29M

Turtle Beach Corporation · TBCH

$3M
$5M
$-6M
$-18M
$-12M
$-23M
$-7M
$-16M
$-4M
$9M
$0M
$-8M
$3M
$20M
$-1M
$-3M
$2M
$18M
$-15M

Vuzix Corporation · VUZI

$-10M
$-11M
$-11M
$-10M
$-9M
$-11M
$-10M
$-9M
$-11M
$-20M
$-10M
$-41M
$-9M
$-14M
$-9M
$-8M
$-7M
$-9M
$-7M

Profit growth · reported quarter history

Apple Inc. · AAPL

-11%
0.8%
-13%
24%
-4.1%
13%
-11%
-26%
7.1%
4.8%
9.3%
86%
16%
19%
27%

GoPro, Inc. · GPRO

-82%
-94%
-94%
-600%
-667%
-122%
-167%

Sonos, Inc. · SONO

-106%
-444%
-38%
-175%
88%

Turtle Beach Corporation · TBCH

-1,000%
-500%
-560%
122%
-33%
-10%
08 · compare level, then change

Return On Capital Employed

Apple Inc. has the highest ROCE among the 6 Consumer Electronics companies compared here, at 66.2%. Sonos, Inc. is next at 6.1%. Sonos, Inc. has the highest ROCE change at +6.6 percentage points, so level and change sit with different companies. 6 of 6 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Apple Inc. leads ROCE at 66.2%, 60.1 percentage points above Sonos, Inc.. Sonos, Inc. has the strongest latest improvement at +6.6 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderApple Inc. · 66.2%
Gap10.9× versus #2 · Sonos, Inc.
Persistence6/8 recent comparable periods
Coverage6/6 companies · 94 observations

Investor read: Apple Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCEhighest
1Apple Inc. AAPL66%
2Sonos, Inc. SONO6.1%
5GoPro, Inc. GPRO-67%
ROCE changefastest improvers
1Sonos, Inc. SONO+6.6 pp
2Apple Inc. AAPL−2.2 pp
3Boundless Group BLTG−3.1 pp
4Vuzix Corporation VUZI−4.9 pp
Return on capital · company comparison
6/6 level · 6/6 change
All-company data · latest reported quarter
CompanyROCEROCE changeReported
Apple Inc. AAPL66%−2.2 ppJun 2026
Sonos, Inc. SONO6.1%+6.6 ppJun 2026
Turtle Beach Corporation TBCH-8.4%−9.3 ppMar 2026
Vuzix Corporation VUZI-21%−4.9 ppMar 2026
GoPro, Inc. GPRO-67%−49.3 ppMar 2026
Full 20-quarter history · every available company

ROCE · reported quarter history

Apple Inc. · AAPL

48%
50%
54%
57%
60%
54%
53%
53%
54%
55%
60%
65%
63%
68%
68%
69%
65%
62%
66%

GoPro, Inc. · GPRO

8.8%
9.1%
1.4%
0.8%
3.2%
0.2%
-5.1%
-2.9%
-0.5%
-1.3%
-7.3%
-8.7%
-1.5%
-8.9%
-18%
-6.3%
-6.7%
-4.9%
-67%

Sonos, Inc. · SONO

-2.1%
19%
1.4%
1.0%
-9.1%
-7.8%
-2.9%
11%
-11%
1.9%
-12%
7.3%
-11%
-0.5%
-6.7%
18%
-6.3%
6.1%

Turtle Beach Corporation · TBCH

1.2%
4.5%
-5.8%
-16%
-10%
-6.5%
-5.4%
-15%
-2.5%
8.7%
-4.1%
-3.4%
5.4%
17%
0.9%
-0.2%
3.3%
12%
-8.4%

Vuzix Corporation · VUZI

-11%
-12%
-7.3%
-6.8%
-7.1%
-9.1%
-8.8%
-7.9%
-10%
-21%
-11%
-58%
-14%
-23%
-17%
-23%
-19%
-23%
-21%

ROCE change · reported quarter history

Apple Inc. · AAPL

+11.8 pp
+4.4 pp
−4.3 pp
−6.7 pp
−0.4 pp
+7.3 pp
+11.9 pp
+8.9 pp
+12.8 pp
+8.1 pp
+3.4 pp
+2.1 pp
−5.9 pp
−2.2 pp

GoPro, Inc. · GPRO

−5.6 pp
−8.9 pp
−6.5 pp
−3.7 pp
−3.7 pp
−1.5 pp
−2.2 pp
−5.8 pp
−1.0 pp
−7.6 pp
−10.7 pp
+2.4 pp
−5.2 pp
+4.0 pp
−49.3 pp

Sonos, Inc. · SONO

−7.0 pp
−9.2 pp
−3.9 pp
+20.0 pp
+9.7 pp
−8.6 pp
−3.6 pp
−0.2 pp
−2.4 pp
+4.8 pp
+10.2 pp
+4.6 pp
+6.6 pp

Turtle Beach Corporation · TBCH

−11.6 pp
−11.0 pp
+0.4 pp
+1.0 pp
+7.9 pp
+15.2 pp
+1.3 pp
+11.3 pp
+7.9 pp
+8.7 pp
+5.0 pp
+3.2 pp
−2.1 pp
−5.7 pp
−9.3 pp

Vuzix Corporation · VUZI

+3.8 pp
+2.6 pp
−1.5 pp
−1.1 pp
−3.0 pp
−11.7 pp
−2.2 pp
−50.5 pp
−3.6 pp
−2.6 pp
−5.5 pp
+35.8 pp
−5.5 pp
+0.3 pp
−4.9 pp
09 · compare level, then change

Valuation Against Growth & Quality

Apple Inc. has the lowest PEG among the 6 Consumer Electronics companies compared here, at 1×. GoPro, Inc. has the lowest P/E at 27.7×, so level and change sit with different companies. 1 of 6 companies report a comparable reading, the latest through Jun 2026. Its PEG series carries 4 reported observations across the 20-quarter window.

What the numbers say: Apple Inc. has the lowest comparable PEG at 1×. Only 1 of 6 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderApple Inc. · 1×
GapNot enough peers
Persistence0/8 recent comparable periods
Coverage1/6 companies · 4 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
PEGlowest PEG
1Apple Inc. AAPL1.0
P/Elowest P/E
1GoPro, Inc. GPRO27.7
2Sonos, Inc. SONO30.2
3Apple Inc. AAPL32.3
Valuation · company comparison
1/6 level · 4/6 change
All-company data · latest reported quarter
CompanyPEGP/EReported
Apple Inc. AAPL1.032.3Jun 2026
Sonos, Inc. SONO30.2Jun 2026
GoPro, Inc. GPRO27.7Mar 2026
Turtle Beach Corporation TBCH338.0Mar 2026
Full 20-quarter history · every available company

PEG · reported quarter history

Apple Inc. · AAPL

1.5
1.3
1.0
1.0

P/E · reported quarter history

Apple Inc. · AAPL

25.7
28.8
28.0
23.0
24.2
21.7
27.7
32.2
29.7
26.4
31.7
37.0
40.2
33.6
30.3
33.9
34.3
29.8
32.3

GoPro, Inc. · GPRO

4.2
4.5
3.6
2.4
10.3
27.7

Sonos, Inc. · SONO

28.6
28.7
28.2
20.6
28.4
74.7
30.2

Turtle Beach Corporation · TBCH

16.9
23.0
266.1
52.9
22.2
19.6
14.7
18.5
18.2
338.0
10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Consumer Electronics comparison names 5 specific ways its own evidence can mislead, all listed below. All 6 companies here report on comparable dates, so no rank carries a stale marker. 1 of the 5 ranked sections has fewer than three usable current readings. A high growth rate can still be a low-base artefact.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
  • Thin comparisons: Valuation have fewer than three usable current readings.
11 · evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 6 Consumer Electronics companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-09-16. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-09-16 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
12 · questions investors ask, short speakable answers

Consumer Electronics company comparison FAQs

These 21 answers restate the Consumer Electronics comparison above in question form. Every one is computed from the same 6 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-09-16. Nothing here is estimated, and none of it is a recommendation.

Is the Consumer Electronics sector outperforming S&P 500?

Consumer Electronics has underperformed S&P 500 by 7.2% over 52 weeks and 10.6% over 13 weeks. 1 of 5 covered companies beat the S&P 500 on Mansfield relative strength, while 1 of 5 beat the sector itself.

Which Consumer Electronics company is largest by revenue?

Apple Inc. leads with revenue of $466,823 million, based on 4 of 6 comparable companies through Jun 2026.

Which Consumer Electronics company is growing fastest?

Apple Inc. has the fastest current revenue growth at 14.2%, across 4 of 6 comparable companies.

Which Consumer Electronics company has the strongest 4-Factor Sector Score?

Apple Inc. ranks first at 74.9/100 with 82.3% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Consumer Electronics company has the lowest comparable PEG?

Apple Inc. has the lowest comparable PEG at 1, among 1 of 6 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Consumer Electronics comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Which Consumer Electronics company is the biggest?

Apple Inc. is the largest, with trailing-twelve-month revenue of $466,823 million, ahead of GoPro, Inc. at $617 million. That covers 4 of 6 companies with comparable reporting through Jun 2026.

Which Consumer Electronics company has the best profit margins?

Apple Inc. has the highest operating margin at 32.6%, from 5 of 6 comparable companies. Vuzix Corporation shows the biggest improvement (+37.1 percentage points — see the chart above for the starting level). A high margin matters most when it is holding or rising, not when it is peaking.

Which Consumer Electronics company makes the most profit?

Apple Inc. earns the most, at $128,930 million of trailing-twelve-month net profit, from 4 of 6 comparable companies. Apple Inc. has the fastest profit growth at 29.9%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Consumer Electronics company earns the highest return on capital?

Apple Inc. leads on return on capital employed at 66.2%, across 6 of 6 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Consumer Electronics stock is the cheapest?

On PEG — where a LOWER number is cheaper — Apple Inc. screens cheapest at 1×. Only 1 of 6 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Is the Consumer Electronics sector beating the market?

Consumer Electronics has underperformed S&P 500 by 7.2% over the last 52 weeks and 10.6% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 1 of 5 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Consumer Electronics stock has the strongest price momentum?

Apple Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Consumer Electronics company scores highest for research priority?

Apple Inc. scores 74.9 out of 100 with 82.3% evidence confidence, from 26.1 points on growth and earnings, 22 on capital efficiency, 13.5 on valuation and 13.3 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Consumer Electronics companies does this comparison cover, and over what period?

It compares 6 listed companies over up to 20 reported quarters of fundamentals, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Consumer Electronics sector?

The 6 Consumer Electronics companies on this page carry $4,853,902 million of combined market value. Apple Inc. is the largest at $4,851,251 million, about 100% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-09-16.

How is the Consumer Electronics sector performing?

1 of the 5 covered Consumer Electronics companies are beating S&P 500 on Mansfield relative strength. The sector itself is 7.2% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-09-16.

How many Consumer Electronics stocks are listed in the US?

This comparison covers 6 listed Consumer Electronics companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

Not SEBI Registered !! Not Investment advice !!

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