Flex Ltd (FLEX)vsLSI Industries Inc (LYTS)
FLEX
Flex Ltd
$115.78
+7.19%
TECHNOLOGY · Cap: $42.23B
LYTS
LSI Industries Inc
$20.03
+2.25%
TECHNOLOGY · Cap: $753.80M
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 4145% more annual revenue ($29.27B vs $689.40M). FLEX leads profitability with a 3.3% profit margin vs 3.3%. LYTS appears more attractively valued with a PEG of 0.40. FLEX earns a higher WallStSmart Score of 65/100 (C+).
FLEX
Buy65
out of 100
Grade: C+
LYTS
Buy56
out of 100
Grade: C
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
Revenue surging 51.3% year-over-year
Reasonable price relative to book value
Areas to Watch
3.3% margin — thin
Operating margin of 5.0%
Elevated debt levels
Premium valuation, high expectations priced in
Moderate valuation
Smaller company, higher risk/reward
ROE of 5.1% — below average capital efficiency
3.3% margin — thin
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 : LYTS
The strongest argument for LYTS centers on PEG Ratio, Revenue Growth, Price/Book. Revenue growth of 51.3% demonstrates continued momentum. PEG of 0.40 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 : LYTS
The primary concerns for LYTS are P/E Ratio, Market Cap, Return on Equity. Thin 3.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
FLEX profiles as a growth stock while LYTS is a hypergrowth play — different risk/reward profiles.
FLEX carries more volatility with a beta of 1.65 — expect wider price swings.
LYTS is growing revenue faster at 51.3% — sustainability is the question.
FLEX generates stronger free cash flow (283M), providing more financial flexibility.
Bottom Line
FLEX scores higher overall (65/100 vs 56/100) 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 →LSI Industries Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
LSI Industries Inc. offers corporate image solutions in the United States, Canada, Mexico, Australia, and Latin America. The company is headquartered in Cincinnati, Ohio.
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