Flex Ltd (FLEX)vsKnowles Cor (KN)
FLEX
Flex Ltd
$70.02
+1.34%
TECHNOLOGY · Cap: $25.55B
KN
Knowles Cor
$26.65
+1.33%
TECHNOLOGY · Cap: $2.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 4424% more annual revenue ($26.83B vs $593.20M). KN leads profitability with a 7.5% profit margin vs 3.2%. FLEX appears more attractively valued with a PEG of 0.94. KN earns a higher WallStSmart Score of 61/100 (C+).
FLEX
Buy57
out of 100
Grade: C
KN
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-327.7%
Fair Value
$15.16
Current Price
$70.02
$54.86 premium
Margin of Safety
-63.9%
Fair Value
$16.47
Current Price
$26.65
$10.18 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
3.2% margin — thin
Elevated debt levels
Earnings declined 4.5%
Grey zone — moderate risk
ROE of 6.7% — below average capital efficiency
7.5% margin — thin
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 : KN
The strongest argument for KN centers on Debt/Equity, Price/Book. Revenue growth of 13.8% demonstrates continued momentum. PEG of 1.12 suggests the stock is reasonably priced for its growth.
Bear Case : FLEX
The primary concerns for FLEX are P/E Ratio, Profit Margin, Debt/Equity. Thin 3.2% margins leave little buffer for downturns.
Bear Case : KN
The primary concerns for KN are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 46.0x leaves little room for execution misses.
Key Dynamics to Monitor
KN carries more volatility with a beta of 1.50 — expect wider price swings.
KN is growing revenue faster at 13.8% — sustainability is the question.
FLEX generates stronger free cash flow (272M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
KN scores higher overall (61/100 vs 57/100) and 13.8% 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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