Flex Ltd (FLEX)vsLittelfuse Inc (LFUS)
FLEX
Flex Ltd
$142.17
+6.89%
TECHNOLOGY · Cap: $48.90B
LFUS
Littelfuse Inc
$457.03
+3.50%
TECHNOLOGY · Cap: $11.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 978% more annual revenue ($26.83B vs $2.49B). FLEX leads profitability with a 3.2% profit margin vs -1.6%. FLEX appears more attractively valued with a PEG of 0.94. FLEX earns a higher WallStSmart Score of 60/100 (C).
FLEX
Buy60
out of 100
Grade: C
LFUS
Buy50
out of 100
Grade: C-
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
-22.5%
Fair Value
$292.25
Current Price
$457.03
$164.78 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
16.9% revenue growth
Earnings expanding 69.1% YoY
18.5% revenue growth
Areas to Watch
Trading at 10.2x book value
3.2% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Expensive relative to growth rate
ROE of -1.6% — below average capital efficiency
Currently unprofitable
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 : LFUS
The strongest argument for LFUS centers on EPS Growth, Revenue Growth. Revenue growth of 18.5% 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 : LFUS
The primary concerns for LFUS are PEG Ratio, Return on Equity, Profit Margin.
Key Dynamics to Monitor
LFUS carries more volatility with a beta of 1.46 — expect wider price swings.
LFUS is growing revenue faster at 18.5% — sustainability is the question.
FLEX generates stronger free cash flow (211M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FLEX scores higher overall (60/100 vs 50/100) and 16.9% 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 →Littelfuse Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Littelfuse, Inc. manufactures and sells circuit protection, power control, and sensing products in Asia-Pacific, the Americas, and Europe. The company is headquartered in Chicago, Illinois.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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