Flex Ltd (FLEX)vsCorning Incorporated (GLW)
FLEX
Flex Ltd
$96.45
+5.02%
TECHNOLOGY · Cap: $33.72B
GLW
Corning Incorporated
$159.96
+1.07%
TECHNOLOGY · Cap: $137.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 64% more annual revenue ($26.83B vs $16.32B). GLW leads profitability with a 11.1% profit margin vs 3.2%. FLEX appears more attractively valued with a PEG of 0.94. GLW earns a higher WallStSmart Score of 62/100 (C+).
FLEX
Buy52
out of 100
Grade: C-
GLW
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+43.3%
Fair Value
$114.26
Current Price
$96.45
$17.81 discount
Intrinsic value data unavailable for GLW.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 138.9% YoY
Large-cap with strong market position
Revenue surging 20.0% year-over-year
Areas to Watch
3.2% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Earnings declined 4.5%
Expensive relative to growth rate
Trading at 11.6x book value
Premium valuation, high expectations priced in
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 : GLW
The strongest argument for GLW centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 20.0% demonstrates continued momentum.
Bear Case : FLEX
The primary concerns for FLEX are Profit Margin, Debt/Equity, P/E Ratio. A P/E of 41.1x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Bear Case : GLW
The primary concerns for GLW are PEG Ratio, Price/Book, P/E Ratio. A P/E of 77.3x leaves little room for execution misses.
Key Dynamics to Monitor
FLEX profiles as a value stock while GLW is a growth play — different risk/reward profiles.
FLEX carries more volatility with a beta of 1.45 — expect wider price swings.
GLW is growing revenue faster at 20.0% — sustainability is the question.
FLEX generates stronger free cash flow (272M), providing more financial flexibility.
Bottom Line
GLW scores higher overall (62/100 vs 52/100) and 20.0% revenue growth. FLEX offers better value entry with a 43.3% 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 →Corning Incorporated
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Corning Incorporated is an American multinational technology company that specializes in specialty glass, ceramics, and related materials and technologies including advanced optics, primarily for industrial and scientific applications.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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