Flex Ltd (FLEX)vsKnowles Cor (KN)
FLEX
Flex Ltd
$159.51
-1.50%
TECHNOLOGY · Cap: $54.85B
KN
Knowles Cor
$37.26
-5.34%
TECHNOLOGY · Cap: $3.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 4446% more annual revenue ($27.91B vs $614.10M). KN leads profitability with a 9.1% profit margin vs 3.1%. KN appears more attractively valued with a PEG of 0.43. FLEX earns a higher WallStSmart Score of 60/100 (C).
FLEX
Buy60
out of 100
Grade: C
KN
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for FLEX.
Margin of Safety
-86.8%
Fair Value
$14.45
Current Price
$37.26
$22.81 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Growing faster than its price suggests
16.9% revenue growth
Growing faster than its price suggests
Conservative balance sheet, low leverage
15.8% revenue growth
Areas to Watch
Trading at 11.3x book value
3.1% margin — thin
Premium valuation, high expectations priced in
Grey zone — moderate risk
ROE of 7.2% — below average capital efficiency
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : FLEX
The strongest argument for FLEX centers on Market Cap, Debt/Equity, PEG Ratio. Revenue growth of 16.9% demonstrates continued momentum. PEG of 0.94 suggests the stock is reasonably priced for its growth.
Bull Case : KN
The strongest argument for KN centers on PEG Ratio, Debt/Equity, Revenue Growth. Revenue growth of 15.8% demonstrates continued momentum. PEG of 0.43 suggests the stock is reasonably priced for its growth.
Bear Case : FLEX
The primary concerns for FLEX are Price/Book, Profit Margin, P/E Ratio. A P/E of 64.0x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.
Bear Case : KN
The primary concerns for KN are Altman Z-Score, Return on Equity, P/E Ratio. A P/E of 52.7x leaves little room for execution misses.
Key Dynamics to Monitor
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.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FLEX scores higher overall (60/100 vs 56/100) 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.
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 →Knowles Cor
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Knowles Corporation designs, manufactures and sells microacoustic, audio processing and precision device solutions for the mobile consumer electronics, communications, medical technology, defense, electric and industrial vehicle markets. The company is headquartered in Itasca, Illinois.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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