Sector Alpha Week of 2026-08-04
20-quarter listed-company comparison

Consumer Electronics Stocks

Consumer Electronics: GoPro, Inc. owns the largest revenue base; Vuzix Corporation has 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 6% behind S&P 500. Earnings across its companies fell 16% on average over the last four reported quarters.

BASING · +0 joinedMoving with the index2 of 6 companies ahead of S&P 500 by 5% or more over three months

RS — · 3/6 >200d (+2) · 2/6 lead (+0) · EPS 4/6↑

20020262025202420232022 246348 TRAILING 12-MONTH EPS · 100 AT THE START0100Jun 22Dec 22Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 3 reportingJun 2022 · trailing 12-month earnings per share at 99, against 100 at the start · no comparable year yet · 4 reportingSep 2022 · trailing 12-month earnings per share at 93, against 100 at the start · no comparable year yet · 4 reportingDec 2022 · trailing 12-month earnings per share at 43, against 100 at the start · no comparable year yet · 5 reportingJun 2023 · trailing 12-month earnings per share at 48, against 100 at the start · down 52.2% on a year ago · 4 reportingSep 2023 · trailing 12-month earnings per share at 48, against 100 at the start · down 11.3% on a year ago · 6 reportingDec 2023 · trailing 12-month earnings per share at 52, against 100 at the start · down 4.9% on a year ago · 4 reportingMar 2024 · trailing 12-month earnings per share at 52, against 100 at the start · up 3.1% on a year ago · 4 reportingJun 2024 · trailing 12-month earnings per share at 53, against 100 at the start · up 6.7% on a year ago · 4 reportingSep 2024 · trailing 12-month earnings per share at 49, against 100 at the start · up 14.1% on a year ago · 4 reportingDec 2024 · trailing 12-month earnings per share at 51, against 100 at the start · up 11.4% on a year ago · 4 reportingMar 2025 · trailing 12-month earnings per share at 52, against 100 at the start · up 9.8% on a year ago · 4 reportingJun 2025 · trailing 12-month earnings per share at 54, against 100 at the start · up 9.4% on a year ago · 4 reportingSep 2025 · trailing 12-month earnings per share at 61, against 100 at the start · up 22.9% on a year ago · 4 reportingDec 2025 · trailing 12-month earnings per share at 10, against 100 at the start · up 1.3% on a year ago · 4 reportingMar 2026 · trailing 12-month earnings per share at 9, against 100 at the start · down 95.9% on a year ago · 4 reportingNot reported yet — earnings trail price by a quarter or two9 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
20020262025202420232022 246348 TRAILING 12-MONTH EPS · 100 AT THE START0100Dec 22Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 3 reportingJun 2022 · trailing 12-month earnings per share at 99, against 100 at the start · no comparable year yet · 4 reportingSep 2022 · trailing 12-month earnings per share at 93, against 100 at the start · no comparable year yet · 4 reportingDec 2022 · trailing 12-month earnings per share at 43, against 100 at the start · no comparable year yet · 5 reportingJun 2023 · trailing 12-month earnings per share at 48, against 100 at the start · down 52.2% on a year ago · 4 reportingSep 2023 · trailing 12-month earnings per share at 48, against 100 at the start · down 11.3% on a year ago · 6 reportingDec 2023 · trailing 12-month earnings per share at 52, against 100 at the start · down 4.9% on a year ago · 4 reportingMar 2024 · trailing 12-month earnings per share at 52, against 100 at the start · up 3.1% on a year ago · 4 reportingJun 2024 · trailing 12-month earnings per share at 53, against 100 at the start · up 6.7% on a year ago · 4 reportingSep 2024 · trailing 12-month earnings per share at 49, against 100 at the start · up 14.1% on a year ago · 4 reportingDec 2024 · trailing 12-month earnings per share at 51, against 100 at the start · up 11.4% on a year ago · 4 reportingMar 2025 · trailing 12-month earnings per share at 52, against 100 at the start · up 9.8% on a year ago · 4 reportingJun 2025 · trailing 12-month earnings per share at 54, against 100 at the start · up 9.4% on a year ago · 4 reportingSep 2025 · trailing 12-month earnings per share at 61, against 100 at the start · up 22.9% on a year ago · 4 reportingDec 2025 · trailing 12-month earnings per share at 10, against 100 at the start · up 1.3% on a year ago · 4 reportingMar 2026 · trailing 12-month earnings per share at 9, against 100 at the start · down 95.9% on a year ago · 4 reportingNot reported yet — earnings trail price by a quarter or two9No 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 6 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 shortfall of 8.6%. 1 of 5 covered companies currently beats the S&P 500 on Mansfield relative strength, so leadership inside the sector is broad. Apple Inc. is the strongest against the sector itself at +13.9%.

-8.6%Sector vs S&P 500 · 13 weeks
-7.2%Sector vs S&P 500 · 52 weeks
1/5Stocks leading S&P 500
3/5Stocks leading sector

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

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

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 8.6% over 13 weeks. 1 of 5 covered companies beat the S&P 500 on Mansfield relative strength, while 3 of 5 beat the sector itself. GoPro, Inc. leads with revenue of $617 million, based on 3 of 6 comparable companies through Mar 2026.

Companies
6
complete canonical membership
Combined market value
$4.5T
Apple Inc.
Revenue growing
0/3
positive TTM year-on-year growth
Beating S&P 500
1/5
positive Mansfield relative strength
Comparing 3 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 54.8% 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 71.2/100Thin evidence · provisional55% evidence FADING 21.2/35 Revenue — · PAT — · OPM change 1.3 pp 45% evidence 20.5/25 ROCE 16.8% · OPM 32.3% 76% evidence 10.0/20 P/E 32.5× · PEG — 0% evidence 19.5/20 RS sector 13.9% · RS bench 2.4% · 1Y 34.9%9 of 12 weeks ahead 100% evidence
Exact sum: 21.2 + 20.5 + 10 + 19.5 = 71.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
2Turtle Beach CorporationTBCH 39.1/100Thin evidence · provisional55% evidence BREAKING OUT 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 10.7/20 RS sector 5% · RS bench -6.8% · 1Y -11.2%7 of 12 weeks ahead 70% evidence
Exact sum: 8.5 + 9.9 + 10 + 10.7 = 39.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
3Vuzix CorporationVUZI 35.8/100Thin evidence · provisional55% evidence ASLEEP 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 5.3/20 RS sector -6% · RS bench -16.8% · 1Y 28.2%7 of 12 weeks ahead 70% evidence
Exact sum: 14.5 + 6 + 10 + 5.3 = 35.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
4GoPro, Inc.GPRO 26.8/100Thin evidence · provisional55% evidence ASLEEP 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 3.0/20 RS sector -38.6% · RS bench -47% · 1Y -45.4%4 of 12 weeks ahead 70% evidence
Exact sum: 8.1 + 5.7 + 10 + 3 = 26.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
5Sonos, Inc.SONO 58.8/100Thin 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 13.0/20 RS sector 7.2% · RS bench -4.6% · 1Y 44.9%0 of 12 weeks ahead 70% evidence
Exact sum: 23.2 + 12.6 + 10 + 13 = 58.8 · 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

Sonos, Inc. has the strongest one-year price move in Consumer Electronics at +44.9%. Apple Inc. leads on Mansfield relative strength against the S&P 500 at +2.4%. 1 of 5 covered companies is above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

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

GoPro, Inc. has the highest Revenue among the 6 Consumer Electronics companies compared here, at $617 million. Turtle Beach Corporation is next at $298 million. Vuzix Corporation has the highest Revenue growth at 0%, so level and change sit with different companies. 3 of 6 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: GoPro, Inc. is the scale leader at $617 million, 107% ahead of Turtle Beach Corporation. Vuzix Corporation's growth is 0% from a $5 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderGoPro, Inc. · $617 million
Gap107% versus #2 · Turtle Beach Corporation
Persistence1/8 recent comparable periods
Coverage3/6 companies · 93 observations

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

This conclusion weakens if: GoPro, Inc.'s growth falls below Vuzix Corporation'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
1GoPro, Inc. GPRO$617M
Revenue growthfastest growers
2GoPro, Inc. GPRO-21%
Revenue · company comparison
3/6 level · 3/6 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$111.2B17%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

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%

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 32.3%. 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 32.3%; Vuzix Corporation leads margin change at +37.1 percentage points.

LeaderApple Inc. · 32.3%
Gap388.4% versus #2 · Sonos, Inc.
Persistence7/8 recent comparable periods
Coverage5/6 companies · 90 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. AAPL32%
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+1.3 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. AAPL32%+1.3 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%

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

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

Turtle Beach Corporation has the highest Net profit among the 6 Consumer Electronics companies compared here, at $2 million. Vuzix Corporation is next at $31 million net cash. 3 of 6 companies report a comparable reading, the latest through Mar 2026. Its Net profit series carries 19 reported observations across the 20-quarter window.

What the numbers say: Turtle Beach Corporation leads net profit at $2 million; the second comparison lacks enough current evidence.

LeaderTurtle Beach Corporation · $2 million
Gap106.5% versus #2 · Vuzix Corporation
Persistence1/6 recent comparable periods
Coverage3/6 companies · 93 observations

Investor read: Turtle Beach Corporation 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
3GoPro, Inc. GPRO$-127M
Profit growthfastest growers
Not enough comparable data
Net profit · company comparison
3/6 level · 0/6 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
Apple Inc. AAPL$29.6B19%Jun 2026
Vuzix Corporation VUZI$-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

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%

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 16.8%. 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 16.8%, 10.7 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. · 16.8%
Gap175.4% versus #2 · Sonos, Inc.
Persistence8/8 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. AAPL17%
2Sonos, Inc. SONO6.1%
5GoPro, Inc. GPRO-67%
ROCE changefastest improvers
1Sonos, Inc. SONO+6.6 pp
2Apple Inc. AAPL+2.4 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. AAPL17%+2.4 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

11%
18%
13%
11%
12%
16%
13%
11%
19%
13%
12%
15%
20%
15%
14%
17%
24%
17%
17%

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

+1.0 pp
−1.9 pp
+2.2 pp
−0.7 pp
+2.5 pp
−0.6 pp
+4.0 pp
+1.6 pp
+1.7 pp
+2.0 pp
+2.0 pp
+4.0 pp
+2.2 pp
+2.4 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

No company in this Consumer Electronics comparison reports a valuation figure this section can compare, so the PEG rank is empty. On P/E, GoPro, Inc. is lowest at 27.7×, across 4 of 6 companies with a usable reading. PEG asks what price is being paid for growth; P/E keeps that answer anchored to the actual earnings multiple.

What the numbers say: There is not enough comparable evidence to name a reliable peg leader.

LeaderNo comparable leader
GapNot enough peers
PersistenceNot enough history
Coverage0/6 companies · 3 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
Not enough comparable data
P/Elowest P/E
1GoPro, Inc. GPRO27.7
2Sonos, Inc. SONO30.2
3Apple Inc. AAPL32.5
Valuation · company comparison
0/6 level · 4/6 change
All-company data · latest reported quarter
CompanyPEGP/EReported
Apple Inc. AAPL1.032.5Jun 2026
Sonos, Inc. SONO30.2Jun 2026
Turtle Beach Corporation TBCH338.0Mar 2026
GoPro, Inc. GPRO27.7Mar 2026
Full 20-quarter history · every available company

PEG · reported quarter history

Apple Inc. · AAPL

1.5
1.4
1.0

P/E · reported quarter history

Apple Inc. · AAPL

26.2
29.2
28.4
23.4
24.6
22.1
28.0
32.6
30.0
26.7
32.1
37.5
40.6
33.9
30.5
34.2
34.6
30.1
32.5

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 2026-08-04. 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 2026-08-04 · 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 19 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 2026-08-04. 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 8.6% over 13 weeks. 1 of 5 covered companies beat the S&P 500 on Mansfield relative strength, while 3 of 5 beat the sector itself.

Which Consumer Electronics company is largest by revenue?

GoPro, Inc. leads with revenue of $617 million, based on 3 of 6 comparable companies through Mar 2026.

Which Consumer Electronics company is growing fastest?

Vuzix Corporation has the fastest current revenue growth at 0%, across 3 of 6 comparable companies.

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

Apple Inc. ranks first at 71.2/100 with 54.8% evidence confidence. The score prioritizes research; it is not a buy recommendation.

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?

GoPro, Inc. is the largest, with trailing-twelve-month revenue of $617 million, ahead of Turtle Beach Corporation at $298 million. That covers 3 of 6 companies with comparable reporting through Mar 2026.

Which Consumer Electronics company has the best profit margins?

Apple Inc. has the highest operating margin at 32.3%, from 5 of 6 comparable companies. Vuzix Corporation shows the biggest recent improvement, at +37.1 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Consumer Electronics company makes the most profit?

Turtle Beach Corporation earns the most, at $2 million of trailing-twelve-month net profit, from 3 of 6 comparable companies.

Which Consumer Electronics company earns the highest return on capital?

Apple Inc. leads on return on capital employed at 16.8%, 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.

Is the Consumer Electronics sector beating the market?

Consumer Electronics has underperformed S&P 500 by 7.2% over the last 52 weeks and 8.6% 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 71.2 out of 100 with 54.8% evidence confidence, from 21.2 points on growth and earnings, 20.5 on capital efficiency, 10 on valuation and 19.5 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 $4,517,852 million of combined market value. Apple Inc. is the largest at $4,515,147 million, about 100% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

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 2026-08-04.

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.

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