Flex Ltd (FLEX)vsNational Grid PLC ADR (NGG)
FLEX
Flex Ltd
$91.55
+1.05%
TECHNOLOGY · Cap: $33.31B
NGG
National Grid PLC ADR
$89.54
+4.14%
UTILITIES · Cap: $85.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 54% more annual revenue ($26.83B vs $17.48B). NGG leads profitability with a 16.4% profit margin vs 3.2%. FLEX appears more attractively valued with a PEG of 0.94. FLEX earns a higher WallStSmart Score of 52/100 (C-).
FLEX
Buy52
out of 100
Grade: C-
NGG
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+43.1%
Fair Value
$113.97
Current Price
$91.55
$22.42 discount
Intrinsic value data unavailable for NGG.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Large-cap with strong market position
Strong operational efficiency at 24.1%
Areas to Watch
3.2% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Earnings declined 4.5%
Trading at 9.0x book value
ROE of 7.9% — below average capital efficiency
Elevated debt levels
Revenue declined 11.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : FLEX
The strongest argument for FLEX centers on PEG Ratio. PEG of 0.94 suggests the stock is reasonably priced for its growth.
Bull Case : NGG
The strongest argument for NGG centers on Market Cap, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 24.1%. PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bear Case : FLEX
The primary concerns for FLEX are Profit Margin, Debt/Equity, P/E Ratio. A P/E of 40.6x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Bear Case : NGG
The primary concerns for NGG are Price/Book, Return on Equity, Debt/Equity.
Key Dynamics to Monitor
FLEX profiles as a value stock while NGG is a declining play — different risk/reward profiles.
FLEX carries more volatility with a beta of 1.20 — expect wider price swings.
FLEX is growing revenue faster at 7.7% — sustainability is the question.
FLEX generates stronger free cash flow (272M), providing more financial flexibility.
Bottom Line
FLEX scores higher overall (52/100 vs 50/100). 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 →National Grid PLC ADR
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
National Grid plc transmits and distributes electricity and natural gas. The company is headquartered in London, the United Kingdom.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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