TE Connectivity Ltd (TEL)vsUSA Rare Earth, Inc. (USAR)
TEL
TE Connectivity Ltd
$206.20
-1.84%
TECHNOLOGY · Cap: $60.19B
USAR
USA Rare Earth, Inc.
$26.96
+2.20%
BASIC MATERIALS · Cap: $6.23B
Smart Verdict
WallStSmart Research — data-driven comparison
TE Connectivity Ltd generates 1137818% more annual revenue ($18.70B vs $1.64M). TEL leads profitability with a 15.5% profit margin vs 0.0%. TEL earns a higher WallStSmart Score of 76/100 (B+).
TEL
Strong Buy76
out of 100
Grade: B+
USAR
Avoid21
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-60.0%
Fair Value
$142.79
Current Price
$206.20
$63.41 premium
Intrinsic value data unavailable for USAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 7150.0% YoY
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Strong operational efficiency at 20.3%
No standout strengths identified
Areas to Watch
No major concerns identified
Trading at 8.1x book value
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : TEL
The strongest argument for TEL centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 15.5% and operating margin at 20.3%. Revenue growth of 14.5% demonstrates continued momentum.
Bull Case : USAR
USAR has a balanced fundamental profile.
Bear Case : TEL
No major red flags identified for TEL, but monitor valuation.
Bear Case : USAR
The primary concerns for USAR are Price/Book, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
TEL profiles as a mature stock while USAR is a value play — different risk/reward profiles.
USAR carries more volatility with a beta of 2.42 — expect wider price swings.
TEL is growing revenue faster at 14.5% — sustainability is the question.
TEL generates stronger free cash flow (677M), providing more financial flexibility.
Bottom Line
TEL scores higher overall (76/100 vs 21/100), backed by strong 15.5% margins and 14.5% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
USA Rare Earth, Inc.
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals. The company is headquartered in Stillwater, Oklahoma.
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