Daktronics Inc (DAKT)vsFlex Ltd (FLEX)
DAKT
Daktronics Inc
$19.12
-1.85%
TECHNOLOGY · Cap: $932.06M
FLEX
Flex Ltd
$159.51
-1.50%
TECHNOLOGY · Cap: $54.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 3378% more annual revenue ($27.91B vs $802.65M). DAKT leads profitability with a 3.4% profit margin vs 3.1%. DAKT appears more attractively valued with a PEG of 0.53. FLEX earns a higher WallStSmart Score of 60/100 (C).
DAKT
Buy60
out of 100
Grade: C+
FLEX
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-43.8%
Fair Value
$18.19
Current Price
$19.12
$0.93 premium
Intrinsic value data unavailable for FLEX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 57.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Revenue surging 21.6% year-over-year
Large-cap with strong market position
Conservative balance sheet, low leverage
Growing faster than its price suggests
16.9% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
3.4% margin — thin
Operating margin of 1.1%
Trading at 11.3x book value
3.1% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : DAKT
The strongest argument for DAKT centers on EPS Growth, Debt/Equity, Altman Z-Score. Revenue growth of 21.6% demonstrates continued momentum. PEG of 0.53 suggests the stock is reasonably priced for its growth.
Bull Case : FLEX
The strongest argument for FLEX centers on Market Cap, Debt/Equity, PEG Ratio. Revenue growth of 16.9% demonstrates continued momentum. PEG of 0.94 suggests the stock is reasonably priced for its growth.
Bear Case : DAKT
The primary concerns for DAKT are P/E Ratio, Market Cap, Profit Margin. Thin 3.4% margins leave little buffer for downturns.
Bear Case : FLEX
The primary concerns for FLEX are Price/Book, Profit Margin, P/E Ratio. A P/E of 64.0x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
DAKT carries more volatility with a beta of 1.66 — expect wider price swings.
DAKT is growing revenue faster at 21.6% — sustainability is the question.
FLEX generates stronger free cash flow (211M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DAKT scores higher overall (60/100 vs 60/100) and 21.6% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Daktronics Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Daktronics, Inc. designs, manufactures, markets and sells electronic display systems and related products worldwide. The company is headquartered in Brookings, South Dakota.
Visit Website →Flex Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Flex Ltd. provides design, engineering, manufacturing and supply chain services and solutions to OEMs in Asia, the Americas and Europe. The company is headquartered in Singapore.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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