Flex Ltd (FLEX)vsLightPath Technologies Inc (LPTH)
FLEX
Flex Ltd
$159.51
-1.50%
TECHNOLOGY · Cap: $54.85B
LPTH
LightPath Technologies Inc
$15.62
-2.86%
TECHNOLOGY · Cap: $944.35M
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 44370% more annual revenue ($27.91B vs $62.77M). FLEX leads profitability with a 3.1% profit margin vs -37.4%. 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
LPTH
Hold41
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Growing faster than its price suggests
16.9% revenue growth
Revenue surging 108.9% year-over-year
Earnings expanding 4911.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
Trading at 11.3x book value
3.1% margin — thin
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 10.7x book value
Smaller company, higher risk/reward
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : FLEX
The strongest argument for FLEX centers on Market Cap, Debt/Equity, PEG Ratio. Revenue growth of 16.9% demonstrates continued momentum. PEG of 0.94 suggests the stock is reasonably priced for its growth.
Bull Case : LPTH
The strongest argument for LPTH centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 108.9% demonstrates continued momentum.
Bear Case : FLEX
The primary concerns for FLEX are Price/Book, Profit Margin, P/E Ratio. A P/E of 64.0x leaves little room for execution misses. Thin 3.1% margins leave little buffer for downturns.
Bear Case : LPTH
The primary concerns for LPTH are PEG Ratio, Price/Book, Market Cap.
Key Dynamics to Monitor
FLEX profiles as a growth stock while LPTH is a hypergrowth play — different risk/reward profiles.
FLEX carries more volatility with a beta of 1.64 — expect wider price swings.
LPTH is growing revenue faster at 108.9% — sustainability is the question.
FLEX generates stronger free cash flow (211M), providing more financial flexibility.
Bottom Line
FLEX scores higher overall (60/100 vs 41/100) and 16.9% revenue growth. Both earn "Buy" and "Hold" 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 →LightPath Technologies Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
LightPath Technologies, Inc. designs, develops, manufactures and distributes optical components and assemblies. The company is headquartered in Orlando, Florida.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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