Flex Ltd (FLEX)vsRogers Corporation (ROG)
FLEX
Flex Ltd
$112.30
-1.88%
TECHNOLOGY · Cap: $40.08B
ROG
Rogers Corporation
$139.44
+1.07%
TECHNOLOGY · Cap: $2.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 3406% more annual revenue ($29.27B vs $834.80M). ROG leads profitability with a 3.8% profit margin vs 3.3%. ROG appears more attractively valued with a PEG of 0.77. FLEX earns a higher WallStSmart Score of 65/100 (C+).
FLEX
Buy65
out of 100
Grade: C+
ROG
Hold49
out of 100
Grade: D+
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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
3.3% margin — thin
Operating margin of 5.0%
Elevated debt levels
Premium valuation, high expectations priced in
3.8% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
ROE of -4.7% — below average capital efficiency
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 : ROG
The strongest argument for ROG centers on Debt/Equity, Altman Z-Score, PEG Ratio. PEG of 0.77 suggests the stock is reasonably priced for its growth.
Bear Case : FLEX
The primary concerns for FLEX are Profit Margin, Operating Margin, Debt/Equity. A P/E of 41.9x leaves little room for execution misses. Thin 3.3% margins leave little buffer for downturns.
Bear Case : ROG
The primary concerns for ROG are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 81.6x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
FLEX profiles as a growth stock while ROG is a value play — different risk/reward profiles.
FLEX carries more volatility with a beta of 1.65 — expect wider price swings.
FLEX is growing revenue faster at 20.6% — sustainability is the question.
FLEX generates stronger free cash flow (283M), providing more financial flexibility.
Bottom Line
FLEX scores higher overall (65/100 vs 49/100) and 20.6% revenue growth. Both earn "Buy" and "Hold" 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 →Rogers Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Rogers Corporation designs, develops, manufactures and sells engineering materials and components worldwide. The company is headquartered in Chandler, Arizona.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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