Flex Ltd (FLEX)vsRichardson Electronics Ltd (RELL)
FLEX
Flex Ltd
$93.07
+0.04%
TECHNOLOGY · Cap: $33.42B
RELL
Richardson Electronics Ltd
$21.10
+5.50%
TECHNOLOGY · Cap: $275.81M
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 12152% more annual revenue ($29.27B vs $238.88M). RELL leads profitability with a 3.6% profit margin vs 3.3%. 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+
RELL
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for FLEX.
Margin of Safety
-41.7%
Fair Value
$10.16
Current Price
$21.10
$10.94 premium
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
Earnings expanding 106.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
18.9% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
3.3% margin — thin
Operating margin of 5.0%
Elevated debt levels
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 2.4% — below average capital efficiency
3.6% margin — thin
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 : RELL
The strongest argument for RELL centers on EPS Growth, Debt/Equity, Altman Z-Score. Revenue growth of 18.9% demonstrates continued momentum. PEG of 1.04 suggests the stock is reasonably priced for its growth.
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 : RELL
The primary concerns for RELL are P/E Ratio, Market Cap, Return on Equity. Thin 3.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
FLEX carries more volatility with a beta of 1.66 — expect wider price swings.
FLEX is growing revenue faster at 20.6% — sustainability is the question.
FLEX generates stronger free cash flow (40M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FLEX scores higher overall (65/100 vs 61/100) and 20.6% 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 →Richardson Electronics Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Richardson Electronics, Ltd. is engaged in microwave and power technologies, custom display solutions, and healthcare equipment businesses in North America, Asia Pacific, Europe, and Latin America. The company is headquartered in LaFox, Illinois.
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