Flex Ltd (FLEX)vsTE Connectivity Ltd (TEL)
FLEX
Flex Ltd
$108.51
-0.47%
TECHNOLOGY · Cap: $42.23B
TEL
TE Connectivity Ltd
$205.42
-0.57%
TECHNOLOGY · Cap: $61.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 51% more annual revenue ($29.27B vs $19.32B). TEL leads profitability with a 15.6% profit margin vs 3.3%. TEL appears more attractively valued with a PEG of 0.88. TEL earns a higher WallStSmart Score of 74/100 (B).
FLEX
Buy65
out of 100
Grade: C+
TEL
Strong Buy74
out of 100
Grade: B
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
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Growing faster than its price suggests
Strong operational efficiency at 20.8%
Generating 1.2B in free cash flow
Areas to Watch
3.3% margin — thin
Operating margin of 5.0%
Elevated debt levels
Premium valuation, high expectations priced in
Weak financial health signals
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 : TEL
The strongest argument for TEL centers on Market Cap, Return on Equity, PEG Ratio. Profitability is solid with margins at 15.6% and operating margin at 20.8%. Revenue growth of 13.8% demonstrates continued momentum.
Bear Case : FLEX
The primary concerns for FLEX are Profit Margin, Operating Margin, Debt/Equity. A P/E of 44.3x leaves little room for execution misses. Thin 3.3% margins leave little buffer for downturns.
Bear Case : TEL
The primary concerns for TEL are Piotroski F-Score.
Key Dynamics to Monitor
FLEX profiles as a growth stock while TEL is a mature 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.
TEL generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
TEL scores higher overall (74/100 vs 65/100), backed by strong 15.6% margins and 13.8% revenue growth. Both earn "Strong 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 →TE Connectivity Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TE Connectivity is an American Swiss-domiciled technology company that designs and manufactures connectors and sensors for several industries, such as automotive, industrial equipment, data communication systems, aerospace, defense, medical, oil and gas, consumer electronics and energy.
Compare with Other ELECTRONIC COMPONENTS Stocks
Want to dig deeper into these stocks?