Flex Ltd (FLEX)vsPlexus Corp (PLXS)
FLEX
Flex Ltd
$70.02
+1.34%
TECHNOLOGY · Cap: $25.55B
PLXS
Plexus Corp
$217.26
+1.46%
TECHNOLOGY · Cap: $5.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 550% more annual revenue ($26.83B vs $4.13B). PLXS leads profitability with a 4.3% profit margin vs 3.2%. FLEX appears more attractively valued with a PEG of 0.94. FLEX earns a higher WallStSmart Score of 57/100 (C).
FLEX
Buy57
out of 100
Grade: C
PLXS
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-327.7%
Fair Value
$15.16
Current Price
$70.02
$54.86 premium
Margin of Safety
-17.3%
Fair Value
$174.38
Current Price
$217.26
$42.88 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
3.2% margin — thin
Elevated debt levels
Earnings declined 4.5%
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.3% margin — thin
Negative free cash flow — burning cash
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 : PLXS
The strongest argument for PLXS centers on Altman Z-Score, Debt/Equity.
Bear Case : FLEX
The primary concerns for FLEX are P/E Ratio, Profit Margin, Debt/Equity. Thin 3.2% margins leave little buffer for downturns.
Bear Case : PLXS
The primary concerns for PLXS are PEG Ratio, P/E Ratio, Profit Margin. Thin 4.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
FLEX carries more volatility with a beta of 1.25 — expect wider price swings.
PLXS is growing revenue faster at 9.6% — sustainability is the question.
FLEX generates stronger free cash flow (272M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FLEX scores higher overall (57/100 vs 51/100). 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 →Plexus Corp
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Plexus Corp. The company is headquartered in Neenah, Wisconsin.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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