Flex Ltd (FLEX)vsLittelfuse Inc (LFUS)
FLEX
Flex Ltd
$121.35
-1.06%
TECHNOLOGY · Cap: $41.68B
LFUS
Littelfuse Inc
$456.55
-0.59%
TECHNOLOGY · Cap: $11.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 1019% more annual revenue ($29.27B vs $2.61B). FLEX leads profitability with a 3.3% profit margin vs -0.3%. 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+
LFUS
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for FLEX.
Margin of Safety
-49.7%
Fair Value
$239.10
Current Price
$456.55
$217.45 premium
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
Earnings expanding 51.7% YoY
Conservative balance sheet, low leverage
Revenue surging 20.4% year-over-year
Areas to Watch
Trading at 8.2x book value
3.3% margin — thin
Operating margin of 5.0%
Premium valuation, high expectations priced in
Expensive relative to growth rate
ROE of -1.6% — below average capital efficiency
Currently unprofitable
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 : LFUS
The strongest argument for LFUS centers on EPS Growth, Debt/Equity, Revenue Growth. Revenue growth of 20.4% demonstrates continued momentum.
Bear Case : FLEX
The primary concerns for FLEX are Price/Book, Profit Margin, Operating Margin. A P/E of 43.9x leaves little room for execution misses. Thin 3.3% margins leave little buffer for downturns.
Bear Case : LFUS
The primary concerns for LFUS are PEG Ratio, Return on Equity, Profit Margin.
Key Dynamics to Monitor
FLEX carries more volatility with a beta of 1.63 — expect wider price swings.
FLEX is growing revenue faster at 20.6% — 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 (65/100 vs 52/100) 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 →Littelfuse Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Littelfuse, Inc. manufactures and sells circuit protection, power control, and sensing products in Asia-Pacific, the Americas, and Europe. The company is headquartered in Chicago, Illinois.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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