Flex Ltd (FLEX)vsMotorola Solutions Inc (MSI)
FLEX
Flex Ltd
$142.17
+6.89%
TECHNOLOGY · Cap: $48.90B
MSI
Motorola Solutions Inc
$383.99
-11.36%
TECHNOLOGY · Cap: $72.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 130% more annual revenue ($26.83B vs $11.68B). MSI leads profitability with a 18.4% profit margin vs 3.2%. FLEX appears more attractively valued with a PEG of 0.94. MSI earns a higher WallStSmart Score of 62/100 (C+).
FLEX
Buy60
out of 100
Grade: C
MSI
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.5%
Fair Value
$67.21
Current Price
$142.17
$74.96 discount
Intrinsic value data unavailable for MSI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
16.9% revenue growth
Every $100 of equity generates 104 in profit
Large-cap with strong market position
Strong operational efficiency at 27.8%
Generating 1.1B in free cash flow
Areas to Watch
Trading at 10.2x book value
3.2% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Trading at 26.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : FLEX
The strongest argument for FLEX centers on PEG Ratio, Revenue Growth. Revenue growth of 16.9% demonstrates continued momentum. PEG of 0.94 suggests the stock is reasonably priced for its growth.
Bull Case : MSI
The strongest argument for MSI centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.4% and operating margin at 27.8%. Revenue growth of 12.3% demonstrates continued momentum.
Bear Case : FLEX
The primary concerns for FLEX are Price/Book, Profit Margin, Debt/Equity. A P/E of 57.1x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Bear Case : MSI
The primary concerns for MSI are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 4.05 is elevated, increasing financial risk.
Key Dynamics to Monitor
FLEX profiles as a growth stock while MSI is a mature play — different risk/reward profiles.
FLEX carries more volatility with a beta of 1.45 — expect wider price swings.
FLEX is growing revenue faster at 16.9% — sustainability is the question.
MSI generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
MSI scores higher overall (62/100 vs 60/100), backed by strong 18.4% margins and 12.3% 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 →Motorola Solutions Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Motorola Solutions, Inc., is an American data communications and telecommunications equipment provider that succeeded Motorola, Inc., following the spinoff of the mobile phone division into Motorola Mobility in 2011. The company is headquartered in Chicago, Illinois.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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