VIOT vs ARLO vs TUYA vs SONO

For growth investors, Tuya Inc.

(TUYA) is the stronger pick with 29. 8% revenue growth year-over-year, versus -15. 0% for Viomi Technology Co. , Ltd (VIOT). Viomi Technology Co. , Ltd (VIOT) offers the better valuation at 3. 2x trailing P/E (3. 6x forward), making it the more compelling value choice. Analysts rate Viomi Technology Co. , Ltd (VIOT) a "Buy" — based on 2 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Viomi Technology Co.

, Ltd (VIOT) is the cheapest at 3. 2x versus Tuya Inc. at 282. 4x. On forward P/E, Viomi Technology Co. , Ltd is actually cheaper at 3. 6x.

Over the past 5 years, Arlo Technologies, Inc.

(ARLO) delivered a total return of +123. 1%, compared to -84. 9% for Tuya Inc. (TUYA). Over 10 years, the gap is even starker: SONO returned -25. 2% versus TUYA's -89. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Viomi Technology Co.

, Ltd (VIOT) is the lower-risk stock at 0. 95β versus Tuya Inc. 's 1. 80β — meaning TUYA is approximately 90% more volatile than VIOT relative to the S&P 500. On balance sheet safety, Tuya Inc. (TUYA) carries a lower debt/equity ratio of 0% versus 17% for Sonos, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Tuya Inc.

(TUYA) is pulling ahead at 29. 8% versus -15. 0% for Viomi Technology Co. , Ltd (VIOT). On earnings-per-share growth, the picture is similar: Viomi Technology Co. , Ltd grew EPS 273. 2% year-over-year, compared to -64. 5% for Sonos, Inc.. Over a 3-year CAGR, ARLO leads at 2. 6% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Viomi Technology Co.

, Ltd (VIOT) is the more profitable company, earning 3. 0% net margin versus -4. 2% for Sonos, Inc. — meaning it keeps 3. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: VIOT leads at 7. 4% versus -15. 9% for TUYA. At the gross margin level — before operating expenses — TUYA leads at 47. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Viomi Technology Co.

, Ltd (VIOT) trades at 3. 6x forward P/E versus 47. 3x for Sonos, Inc. — 43. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TUYA: 53. 8% to $3. 69.

In this comparison, TUYA (2.

3% yield) pays a dividend. VIOT, ARLO, SONO do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Viomi Technology Co.

, Ltd (VIOT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 95)). Sonos, Inc. (SONO) carries a higher beta of 1. 75 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (VIOT: -86. 5%, SONO: -25. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (VIOT (Consumer Cyclical) and ARLO (Industrials) and TUYA (Technology) and SONO (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: VIOT is a small-cap deep-value stock; ARLO is a small-cap quality compounder stock; TUYA is a small-cap high-growth stock; SONO is a small-cap quality compounder stock. TUYA pays a dividend while VIOT, ARLO, SONO do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.