Flex Ltd (FLEX)vsLSI Industries Inc (LYTS)
FLEX
Flex Ltd
$159.51
-0.33%
TECHNOLOGY · Cap: $54.85B
LYTS
LSI Industries Inc
$22.84
-5.19%
TECHNOLOGY · Cap: $860.91M
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 4477% more annual revenue ($27.91B vs $609.84M). LYTS leads profitability with a 3.9% profit margin vs 3.1%. LYTS appears more attractively valued with a PEG of 0.40. FLEX earns a higher WallStSmart Score of 60/100 (C).
FLEX
Buy60
out of 100
Grade: C
LYTS
Buy51
out of 100
Grade: C-
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
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Trading at 11.3x book value
3.1% margin — thin
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 5.6% — below average capital efficiency
3.9% margin — thin
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 : LYTS
The strongest argument for LYTS centers on PEG Ratio, Altman Z-Score, Price/Book. Revenue growth of 13.6% demonstrates continued momentum. PEG of 0.40 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 : LYTS
The primary concerns for LYTS are P/E Ratio, Market Cap, Return on Equity. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
FLEX profiles as a growth stock while LYTS is a value play — different risk/reward profiles.
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.
Bottom Line
FLEX scores higher overall (60/100 vs 51/100) 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 →LSI Industries Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
LSI Industries Inc. offers corporate image solutions in the United States, Canada, Mexico, Australia, and Latin America. The company is headquartered in Cincinnati, Ohio.
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