Deswell Industries Inc (DSWL)vsFlex Ltd (FLEX)
DSWL
Deswell Industries Inc
$3.46
-1.21%
TECHNOLOGY · Cap: $59.89M
FLEX
Flex Ltd
$138.65
+1.31%
TECHNOLOGY · Cap: $55.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 45413% more annual revenue ($27.91B vs $61.33M). DSWL leads profitability with a 17.3% profit margin vs 3.1%. DSWL appears more attractively valued with a PEG of 0.89. FLEX earns a higher WallStSmart Score of 60/100 (C).
DSWL
Buy52
out of 100
Grade: C-
FLEX
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-44.0%
Fair Value
$2.50
Current Price
$3.46
$0.96 premium
Intrinsic value data unavailable for FLEX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Large-cap with strong market position
Growing faster than its price suggests
16.9% revenue growth
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
Revenue declined 13.4%
Earnings declined 37.0%
Trading at 9.9x book value
3.1% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : DSWL
The strongest argument for DSWL centers on P/E Ratio, Price/Book, Altman Z-Score. Profitability is solid with margins at 17.3% and operating margin at -1.8%. PEG of 0.89 suggests the stock is reasonably priced for its growth.
Bull Case : FLEX
The strongest argument for FLEX centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 16.9% demonstrates continued momentum. PEG of 0.94 suggests the stock is reasonably priced for its growth.
Bear Case : DSWL
The primary concerns for DSWL are Market Cap, Piotroski F-Score, Revenue Growth.
Bear Case : FLEX
The primary concerns for FLEX are Price/Book, Profit Margin, P/E Ratio. A P/E of 64.4x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
DSWL profiles as a declining stock while FLEX is a growth play — different risk/reward profiles.
FLEX carries more volatility with a beta of 1.64 — expect wider price swings.
FLEX is growing revenue faster at 16.9% — sustainability is the question.
FLEX generates stronger free cash flow (211M), providing more financial flexibility.
Bottom Line
FLEX scores higher overall (60/100 vs 52/100) and 16.9% 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.
Deswell Industries Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · China
Deswell Industries, Inc. manufactures and sells injection molded plastic parts and components, electronic products and sub-assemblies, and metal molds and accessory parts to original equipment manufacturers and contractors. The company is headquartered in Macau.
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.
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