Flex Ltd (FLEX)vsIntuit Inc (INTU)
FLEX
Flex Ltd
$142.17
+6.89%
TECHNOLOGY · Cap: $48.90B
INTU
Intuit Inc
$396.31
-2.57%
TECHNOLOGY · Cap: $110.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 33% more annual revenue ($26.83B vs $20.12B). INTU leads profitability with a 21.6% profit margin vs 3.2%. FLEX appears more attractively valued with a PEG of 0.94. INTU earns a higher WallStSmart Score of 71/100 (B).
FLEX
Buy60
out of 100
Grade: C
INTU
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.5%
Fair Value
$67.21
Current Price
$142.17
$74.96 discount
Margin of Safety
-0.5%
Fair Value
$404.62
Current Price
$396.31
$8.31 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
16.9% revenue growth
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Keeps 22 of every $100 in revenue as profit
17.4% revenue growth
Earnings expanding 48.5% YoY
Generating 1.5B in free cash flow
Areas to Watch
Trading at 10.2x book value
3.2% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Moderate valuation
Comparative Analysis Report
WallStSmart ResearchBull Case : FLEX
The strongest argument for FLEX centers on PEG Ratio, Revenue Growth. Revenue growth of 16.9% demonstrates continued momentum. PEG of 0.94 suggests the stock is reasonably priced for its growth.
Bull Case : INTU
The strongest argument for INTU centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 21.6% and operating margin at 18.4%. Revenue growth of 17.4% demonstrates continued momentum.
Bear Case : FLEX
The primary concerns for FLEX are Price/Book, Profit Margin, Debt/Equity. A P/E of 57.1x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Bear Case : INTU
The primary concerns for INTU are P/E Ratio.
Key Dynamics to Monitor
FLEX carries more volatility with a beta of 1.45 — expect wider price swings.
INTU is growing revenue faster at 17.4% — sustainability is the question.
INTU generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
INTU scores higher overall (71/100 vs 60/100), backed by strong 21.6% margins and 17.4% revenue growth. Both earn "Strong 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 →Intuit Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Intuit Inc. is an American business that specializes in financial software. Intuit's products include the tax preparation application TurboTax, personal finance app Mint and the small business accounting program QuickBooks.
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