Flex Ltd (FLEX)vsFox Corp Class B (FOX)
FLEX
Flex Ltd
$142.17
+6.89%
TECHNOLOGY · Cap: $48.90B
FOX
Fox Corp Class B
$56.60
+0.18%
COMMUNICATION SERVICES · Cap: $24.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 62% more annual revenue ($26.83B vs $16.58B). FOX leads profitability with a 11.4% 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).
FLEX
Buy60
out of 100
Grade: C
FOX
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.5%
Fair Value
$67.21
Current Price
$142.17
$74.96 discount
Margin of Safety
+31.8%
Fair Value
$81.27
Current Price
$56.60
$24.67 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
16.9% revenue growth
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Trading at 10.2x book value
3.2% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
2.0% revenue growth
Expensive relative to growth rate
Earnings declined 35.8%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : FOX
The strongest argument for FOX centers on P/E Ratio, Price/Book.
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.
Bear Case : FOX
The primary concerns for FOX are Revenue Growth, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
FLEX profiles as a growth stock while FOX is a value 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.
FLEX generates stronger free cash flow (272M), providing more financial flexibility.
Bottom Line
FLEX scores higher overall (60/100 vs 51/100) and 16.9% revenue growth. FOX offers better value entry with a 31.8% 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.
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 →Fox Corp Class B
COMMUNICATION SERVICES · ENTERTAINMENT · USA
Fox Corporation is an American mass media company headquartered in New York City.
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