Emerson Electric Company (EMR)vsFlex Ltd (FLEX)
EMR
Emerson Electric Company
$141.31
+0.16%
INDUSTRIALS · Cap: $79.02B
FLEX
Flex Ltd
$142.17
+6.89%
TECHNOLOGY · Cap: $48.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 47% more annual revenue ($26.83B vs $18.32B). EMR leads profitability with a 13.4% profit margin vs 3.2%. FLEX appears more attractively valued with a PEG of 0.94. FLEX earns a higher WallStSmart Score of 60/100 (C).
EMR
Buy59
out of 100
Grade: C
FLEX
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for EMR.
Margin of Safety
+3.5%
Fair Value
$67.21
Current Price
$142.17
$74.96 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 24.2%
Earnings expanding 27.9% YoY
Growing faster than its price suggests
16.9% revenue growth
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.9% revenue growth
Trading at 10.2x book value
3.2% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : EMR
The strongest argument for EMR centers on Market Cap, Operating Margin, EPS Growth.
Bull Case : FLEX
The strongest argument for FLEX centers on 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 : EMR
The primary concerns for EMR are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : FLEX
The primary concerns for FLEX are Price/Book, Profit Margin, Debt/Equity. A P/E of 57.1x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
EMR profiles as a value stock while FLEX is a growth play — different risk/reward profiles.
FLEX carries more volatility with a beta of 1.45 — expect wider price swings.
FLEX is growing revenue faster at 16.9% — sustainability is the question.
EMR generates stronger free cash flow (694M), providing more financial flexibility.
Bottom Line
FLEX scores higher overall (60/100 vs 59/100) 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.
Emerson Electric Company
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Emerson Electric Co. is an American multinational corporation headquartered in Ferguson, Missouri. The Fortune 500 company manufactures products and provides engineering services for a wide range of industrial, commercial, and consumer markets.
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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