Flex Ltd (FLEX)vsTotalEnergies SE ADR (TTE)
FLEX
Flex Ltd
$91.55
+1.05%
TECHNOLOGY · Cap: $33.31B
TTE
TotalEnergies SE ADR
$92.71
+0.51%
ENERGY · Cap: $205.37B
Smart Verdict
WallStSmart Research — data-driven comparison
TotalEnergies SE ADR generates 580% more annual revenue ($182.34B vs $26.83B). TTE leads profitability with a 7.2% profit margin vs 3.2%. TTE appears more attractively valued with a PEG of 0.77. TTE earns a higher WallStSmart Score of 55/100 (C-).
FLEX
Buy52
out of 100
Grade: C-
TTE
Buy55
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 TTE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Mega-cap, among the largest globally
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 6.5B in free cash flow
Areas to Watch
3.2% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Earnings declined 4.5%
7.2% margin — thin
Revenue declined 2.5%
Earnings declined 27.4%
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 : TTE
The strongest argument for TTE centers on Market Cap, PEG Ratio, P/E 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, 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 : TTE
The primary concerns for TTE are Profit Margin, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
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.
TTE generates stronger free cash flow (6.5B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TTE scores higher overall (55/100 vs 52/100). FLEX offers better value entry with a 43.1% margin of safety. 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 →TotalEnergies SE ADR
ENERGY · OIL & GAS INTEGRATED · USA
TotalEnergies SE is a global integrated oil and gas company. The company is headquartered in Paris, France.
Compare with Other ELECTRONIC COMPONENTS Stocks
Want to dig deeper into these stocks?