Flex Ltd (FLEX)vsLightPath Technologies Inc (LPTH)
FLEX
Flex Ltd
$93.07
+11.61%
TECHNOLOGY · Cap: $33.42B
LPTH
LightPath Technologies Inc
$8.28
-1.08%
TECHNOLOGY · Cap: $510.56M
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 40706% more annual revenue ($29.27B vs $71.72M). FLEX leads profitability with a 3.3% profit margin vs -28.6%. 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+
LPTH
Hold47
out of 100
Grade: D+
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
Revenue surging 73.3% year-over-year
Earnings expanding 4911.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
3.3% margin — thin
Operating margin of 5.0%
Elevated debt levels
Expensive relative to growth rate
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of -13.0% — below average capital efficiency
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 : LPTH
The strongest argument for LPTH centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 73.3% demonstrates continued momentum.
Bear Case : FLEX
The primary concerns for FLEX are P/E Ratio, Profit Margin, Operating Margin. Thin 3.3% margins leave little buffer for downturns.
Bear Case : LPTH
The primary concerns for LPTH are PEG Ratio, Altman Z-Score, Market Cap.
Key Dynamics to Monitor
FLEX profiles as a growth stock while LPTH is a hypergrowth play — different risk/reward profiles.
FLEX carries more volatility with a beta of 1.66 — expect wider price swings.
LPTH is growing revenue faster at 73.3% — sustainability is the question.
FLEX generates stronger free cash flow (40M), providing more financial flexibility.
Bottom Line
FLEX scores higher overall (65/100 vs 47/100) and 20.6% revenue growth. Both earn "Buy" and "Hold" 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 →LightPath Technologies Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
LightPath Technologies, Inc. designs, develops, manufactures and distributes optical components and assemblies. The company is headquartered in Orlando, Florida.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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