Seagate Technology PLC (STX)vsTE Connectivity Ltd (TEL)
STX
Seagate Technology PLC
$411.23
-5.38%
TECHNOLOGY · Cap: $97.36B
TEL
TE Connectivity Ltd
$195.84
-1.29%
TECHNOLOGY · Cap: $57.49B
Smart Verdict
WallStSmart Research — data-driven comparison
TE Connectivity Ltd generates 80% more annual revenue ($18.09B vs $10.06B). STX leads profitability with a 19.6% profit margin vs 11.4%. STX appears more attractively valued with a PEG of 0.67. TEL earns a higher WallStSmart Score of 74/100 (B).
STX
Strong Buy72
out of 100
Grade: B
TEL
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+1.9%
Fair Value
$415.12
Current Price
$411.23
$3.89 discount
Margin of Safety
+28.7%
Fair Value
$320.58
Current Price
$195.84
$124.74 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 67.7% YoY
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Strong operational efficiency at 29.9%
Revenue surging 21.5% year-over-year
Large-cap with strong market position
Strong operational efficiency at 20.9%
Revenue surging 21.7% year-over-year
Earnings expanding 44.4% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 195.8x book value
Moderate valuation
Comparative Analysis Report
WallStSmart ResearchBull Case : STX
The strongest argument for STX centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 19.6% and operating margin at 29.9%. Revenue growth of 21.5% demonstrates continued momentum.
Bull Case : TEL
The strongest argument for TEL centers on Market Cap, Operating Margin, Revenue Growth. Revenue growth of 21.7% demonstrates continued momentum. PEG of 1.15 suggests the stock is reasonably priced for its growth.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 49.0x leaves little room for execution misses.
Bear Case : TEL
The primary concerns for TEL are P/E Ratio.
Key Dynamics to Monitor
STX carries more volatility with a beta of 1.65 — expect wider price swings.
TEL is growing revenue faster at 21.7% — sustainability is the question.
STX generates stronger free cash flow (618M), providing more financial flexibility.
Monitor COMPUTER HARDWARE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TEL scores higher overall (74/100 vs 72/100) and 21.7% revenue growth. Both earn "Strong Buy" and "Strong 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.
Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
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 COMPUTER HARDWARE Stocks
Want to dig deeper into these stocks?