Flex Ltd (FLEX)vsRichardson Electronics Ltd (RELL)
FLEX
Flex Ltd
$70.02
+1.34%
TECHNOLOGY · Cap: $25.55B
RELL
Richardson Electronics Ltd
$11.63
+0.52%
TECHNOLOGY · Cap: $167.97M
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 12523% more annual revenue ($26.83B vs $212.59M). FLEX leads profitability with a 3.2% profit margin vs 0.4%. RELL appears more attractively valued with a PEG of 0.84. RELL earns a higher WallStSmart Score of 59/100 (C).
FLEX
Buy57
out of 100
Grade: C
RELL
Buy59
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
-515.4%
Fair Value
$2.34
Current Price
$11.63
$9.29 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
3.2% margin — thin
Elevated debt levels
Earnings declined 4.5%
2.2% earnings growth
Smaller company, higher risk/reward
ROE of 0.5% — below average capital efficiency
0.4% margin — thin
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 : RELL
The strongest argument for RELL centers on Price/Book, PEG Ratio. PEG of 0.84 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 : RELL
The primary concerns for RELL are EPS Growth, Market Cap, Return on Equity. A P/E of 231.4x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
FLEX carries more volatility with a beta of 1.25 — expect wider price swings.
FLEX is growing revenue faster at 7.7% — 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
RELL scores higher overall (59/100 vs 57/100). 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 →Richardson Electronics Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Richardson Electronics, Ltd. is engaged in microwave and power technologies, custom display solutions, and healthcare equipment businesses in North America, Asia Pacific, Europe, and Latin America. The company is headquartered in LaFox, Illinois.
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