WallStSmart

Allient Inc. (ALNT)vsTE Connectivity Ltd (TEL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TE Connectivity Ltd generates 3163% more annual revenue ($18.09B vs $554.48M). TEL leads profitability with a 11.4% profit margin vs 4.0%. TEL trades at a lower P/E of 29.7x. TEL earns a higher WallStSmart Score of 74/100 (B).

ALNT

Hold

49

out of 100

Grade: D+

Growth: 7.3Profit: 5.0Value: 3.0Quality: 5.0

TEL

Strong Buy

74

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 9.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ALNTSignificantly Overvalued (-25.2%)

Margin of Safety

-25.2%

Fair Value

$52.42

Current Price

$65.06

$12.64 premium

UndervaluedFair: $52.42Overvalued
TELUndervalued (+29.8%)

Margin of Safety

+29.8%

Fair Value

$325.26

Current Price

$206.37

$118.89 discount

UndervaluedFair: $325.26Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALNT2 strengths · Avg: 9.0/10
EPS GrowthGrowth
110.1%10/10

Earnings expanding 110.1% YoY

Revenue GrowthGrowth
17.5%8/10

17.5% revenue growth

TEL4 strengths · Avg: 8.3/10
Market CapQuality
$60.58B9/10

Large-cap with strong market position

Operating MarginProfitability
20.9%8/10

Strong operational efficiency at 20.9%

Revenue GrowthGrowth
21.7%8/10

Revenue surging 21.7% year-over-year

EPS GrowthGrowth
44.4%8/10

Earnings expanding 44.4% YoY

Areas to Watch

ALNT4 concerns · Avg: 2.8/10
Market CapQuality
$1.02B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
7.8%3/10

ROE of 7.8% — below average capital efficiency

Profit MarginProfitability
4.0%3/10

4.0% margin — thin

P/E RatioValuation
53.9x2/10

Premium valuation, high expectations priced in

TEL1 concerns · Avg: 4.0/10
P/E RatioValuation
29.7x4/10

Moderate valuation

Comparative Analysis Report

WallStSmart Research

Bull Case : ALNT

The strongest argument for ALNT centers on EPS Growth, Revenue Growth. Revenue growth of 17.5% demonstrates continued momentum.

Bull Case : TEL

The strongest argument for TEL centers on Market Cap, Operating Margin, Revenue Growth. Revenue growth of 21.7% demonstrates continued momentum. PEG of 1.14 suggests the stock is reasonably priced for its growth.

Bear Case : ALNT

The primary concerns for ALNT are Market Cap, Return on Equity, Profit Margin. A P/E of 53.9x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.

Bear Case : TEL

The primary concerns for TEL are P/E Ratio.

Key Dynamics to Monitor

ALNT carries more volatility with a beta of 1.52 — expect wider price swings.

TEL is growing revenue faster at 21.7% — sustainability is the question.

TEL generates stronger free cash flow (607M), providing more financial flexibility.

Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

TEL scores higher overall (74/100 vs 49/100) and 21.7% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Allient Inc.

TECHNOLOGY · ELECTRONIC COMPONENTS · USA

Allient Inc. (Ticker: ALNT) is a leading provider of innovative specialty chemicals and advanced materials, catering to a wide range of industries including automotive, aerospace, and electronics. Committed to sustainability and technological advancement, Allient develops high-performance solutions designed to optimize efficiency while reducing environmental footprints. With robust research and development capabilities and a focus on strategic partnerships, the company is well-positioned to capture growth opportunities and enhance shareholder value, making it a key player in the evolving global economy.

TE Connectivity Ltd

TECHNOLOGY · ELECTRONIC COMPONENTS · USA

TE Connectivity is an American Swiss-domiciled technology company that designs and manufactures connectors and sensors for several industries, such as automotive, industrial equipment, data communication systems, aerospace, defense, medical, oil and gas, consumer electronics and energy.

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