Flex Ltd (FLEX)vsCorning Incorporated (GLW)
FLEX
Flex Ltd
$108.51
-0.47%
TECHNOLOGY · Cap: $42.23B
GLW
Corning Incorporated
$150.13
+1.58%
TECHNOLOGY · Cap: $143.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 73% more annual revenue ($29.27B vs $16.96B). GLW leads profitability with a 11.2% profit margin vs 3.3%. FLEX appears more attractively valued with a PEG of 0.94. FLEX earns a higher WallStSmart Score of 65/100 (C+).
FLEX
Buy65
out of 100
Grade: C+
GLW
Buy60
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 52.0% YoY
Growing faster than its price suggests
Revenue surging 20.6% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
16.6% revenue growth
Generating 1.3B in free cash flow
Areas to Watch
3.3% margin — thin
Operating margin of 5.0%
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 10.8x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : FLEX
The strongest argument for FLEX centers on EPS Growth, PEG Ratio, Revenue Growth. Revenue growth of 20.6% demonstrates continued momentum. PEG of 0.94 suggests the stock is reasonably priced for its growth.
Bull Case : GLW
The strongest argument for GLW centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 16.6% demonstrates continued momentum. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bear Case : FLEX
The primary concerns for FLEX are Profit Margin, Operating Margin, Debt/Equity. A P/E of 44.3x leaves little room for execution misses. Thin 3.3% margins leave little buffer for downturns.
Bear Case : GLW
The primary concerns for GLW are Price/Book, P/E Ratio. A P/E of 76.7x leaves little room for execution misses.
Key Dynamics to Monitor
FLEX carries more volatility with a beta of 1.65 — expect wider price swings.
FLEX is growing revenue faster at 20.6% — sustainability is the question.
GLW generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FLEX scores higher overall (65/100 vs 60/100) and 20.6% 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.
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 →Corning Incorporated
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Corning Incorporated is an American multinational technology company that specializes in specialty glass, ceramics, and related materials and technologies including advanced optics, primarily for industrial and scientific applications.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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