Enterprise Products Partners LP (EPD)vsFlex Ltd (FLEX)
EPD
Enterprise Products Partners LP
$37.91
+1.92%
ENERGY · Cap: $81.56B
FLEX
Flex Ltd
$145.07
+2.04%
TECHNOLOGY · Cap: $53.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Enterprise Products Partners LP generates 92% more annual revenue ($51.56B vs $26.83B). EPD leads profitability with a 11.5% 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).
EPD
Buy52
out of 100
Grade: C-
FLEX
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.5%
Fair Value
$56.69
Current Price
$37.91
$18.78 discount
Margin of Safety
+3.5%
Fair Value
$67.21
Current Price
$145.07
$77.86 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Large-cap with strong market position
Growing faster than its price suggests
16.9% revenue growth
Areas to Watch
Expensive relative to growth rate
Revenue declined 6.7%
Trading at 10.4x book value
3.2% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : EPD
The strongest argument for EPD centers on Market Cap, P/E Ratio, Price/Book.
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 : EPD
The primary concerns for EPD are PEG Ratio, Revenue Growth.
Bear Case : FLEX
The primary concerns for FLEX are Price/Book, Profit Margin, Debt/Equity. A P/E of 62.0x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
EPD profiles as a declining 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.
EPD generates stronger free cash flow (486M), providing more financial flexibility.
Bottom Line
FLEX scores higher overall (60/100 vs 52/100) and 16.9% revenue growth. EPD offers better value entry with a 37.5% margin of safety. 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.
Enterprise Products Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Enterprise Products Partners LP provides midstream energy services to producers and consumers of natural gas, natural gas liquids (NGL), crude oil, petrochemicals, and refined products. The company is headquartered in Houston, Texas.
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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