WallStSmart

Bel Fuse A Inc (BELFA)vsTE Connectivity Ltd (TEL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TE Connectivity Ltd generates 2564% more annual revenue ($18.70B vs $701.71M). TEL leads profitability with a 15.5% profit margin vs 7.8%. TEL appears more attractively valued with a PEG of 1.12. TEL earns a higher WallStSmart Score of 76/100 (B+).

BELFA

Hold

40

out of 100

Grade: D

Growth: 4.7Profit: 5.5Value: 5.3Quality: 5.0

TEL

Strong Buy

76

out of 100

Grade: B+

Growth: 6.7Profit: 8.0Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BELFAUndervalued (+45.3%)

Margin of Safety

+45.3%

Fair Value

$404.05

Current Price

$265.37

$138.68 discount

UndervaluedFair: $404.05Overvalued
TELSignificantly Overvalued (-60.0%)

Margin of Safety

-60.0%

Fair Value

$142.79

Current Price

$206.20

$63.41 premium

UndervaluedFair: $142.79Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BELFA1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
17.2%8/10

17.2% revenue growth

TEL4 strengths · Avg: 9.0/10
EPS GrowthGrowth
7150.0%10/10

Earnings expanding 7150.0% YoY

Market CapQuality
$60.19B9/10

Large-cap with strong market position

Return on EquityProfitability
22.7%9/10

Every $100 of equity generates 23 in profit

Operating MarginProfitability
20.3%8/10

Strong operational efficiency at 20.3%

Areas to Watch

BELFA4 concerns · Avg: 2.8/10
PEG RatioValuation
2.284/10

Expensive relative to growth rate

Profit MarginProfitability
7.8%3/10

7.8% margin — thin

P/E RatioValuation
62.6x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-36.8%2/10

Earnings declined 36.8%

TEL0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

Bull Case : BELFA

The strongest argument for BELFA centers on Revenue Growth. Revenue growth of 17.2% demonstrates continued momentum.

Bull 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.

Bear Case : BELFA

The primary concerns for BELFA are PEG Ratio, Profit Margin, P/E Ratio. A P/E of 62.6x leaves little room for execution misses.

Bear Case : TEL

No major red flags identified for TEL, but monitor valuation.

Key Dynamics to Monitor

BELFA profiles as a growth stock while TEL is a mature play — different risk/reward profiles.

BELFA carries more volatility with a beta of 1.42 — expect wider price swings.

BELFA is growing revenue faster at 17.2% — sustainability is the question.

TEL generates stronger free cash flow (677M), providing more financial flexibility.

Bottom Line

TEL scores higher overall (76/100 vs 40/100), backed by strong 15.5% margins and 14.5% revenue growth. BELFA offers better value entry with a 45.3% margin of safety. Both earn "Strong 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.

Bel Fuse A Inc

TECHNOLOGY · ELECTRONIC COMPONENTS · USA

Bel Fuse Inc. designs, manufactures, markets, and sells products used in the networking, telecommunications, high-speed data transmission, commercial aerospace, military, broadcasting, transportation, and consumer electronics industries in the United States, Macao, United States. United. Kingdom, Slovakia, Germany, Switzerland and internationally. The company is headquartered in Jersey City, New Jersey.

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.

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