Flex Ltd (FLEX)vsKnowles Cor (KN)
FLEX
Flex Ltd
$108.32
-6.44%
TECHNOLOGY · Cap: $42.23B
KN
Knowles Cor
$36.92
+4.41%
TECHNOLOGY · Cap: $3.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 4509% more annual revenue ($29.27B vs $635.00M). KN leads profitability with a 10.6% profit margin vs 3.3%. KN appears more attractively valued with a PEG of 0.43. FLEX earns a higher WallStSmart Score of 65/100 (C+).
FLEX
Buy65
out of 100
Grade: C+
KN
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for FLEX.
Margin of Safety
-72.9%
Fair Value
$15.62
Current Price
$36.92
$21.30 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 52.0% YoY
Growing faster than its price suggests
Revenue surging 20.6% year-over-year
Growing faster than its price suggests
Earnings expanding 146.6% YoY
Conservative balance sheet, low leverage
Areas to Watch
3.3% margin — thin
Operating margin of 5.0%
Elevated debt levels
Premium valuation, high expectations priced in
Grey zone — moderate risk
ROE of 7.2% — below average capital efficiency
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : FLEX
The strongest argument for FLEX centers on EPS Growth, PEG Ratio, Revenue Growth. Revenue growth of 20.6% demonstrates continued momentum. PEG of 0.94 suggests the stock is reasonably priced for its growth.
Bull Case : KN
The strongest argument for KN centers on PEG Ratio, EPS Growth, Debt/Equity. Revenue growth of 14.3% demonstrates continued momentum. PEG of 0.43 suggests the stock is reasonably priced for its growth.
Bear Case : FLEX
The primary concerns for FLEX are Profit Margin, Operating Margin, Debt/Equity. A P/E of 44.3x leaves little room for execution misses. Thin 3.3% margins leave little buffer for downturns.
Bear Case : KN
The primary concerns for KN are Altman Z-Score, Return on Equity, P/E Ratio. A P/E of 42.2x leaves little room for execution misses.
Key Dynamics to Monitor
FLEX profiles as a growth stock while KN is a value play — different risk/reward profiles.
FLEX carries more volatility with a beta of 1.65 — expect wider price swings.
FLEX is growing revenue faster at 20.6% — sustainability is the question.
FLEX generates stronger free cash flow (283M), providing more financial flexibility.
Bottom Line
FLEX scores higher overall (65/100 vs 64/100) and 20.6% revenue growth. 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 →Knowles Cor
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Knowles Corporation designs, manufactures and sells microacoustic, audio processing and precision device solutions for the mobile consumer electronics, communications, medical technology, defense, electric and industrial vehicle markets. The company is headquartered in Itasca, Illinois.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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