Flex Ltd (FLEX)vsRogers Corporation (ROG)
FLEX
Flex Ltd
$70.02
+1.34%
TECHNOLOGY · Cap: $25.55B
ROG
Rogers Corporation
$109.71
+5.00%
TECHNOLOGY · Cap: $1.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 3210% more annual revenue ($26.83B vs $810.80M). FLEX leads profitability with a 3.2% profit margin vs -7.6%. ROG appears more attractively valued with a PEG of 0.77. FLEX earns a higher WallStSmart Score of 57/100 (C).
FLEX
Buy57
out of 100
Grade: C
ROG
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-327.7%
Fair Value
$15.16
Current Price
$70.02
$54.86 premium
Intrinsic value data unavailable for ROG.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
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%
4.8% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -5.0% — below average capital efficiency
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 : ROG
The strongest argument for ROG centers on Debt/Equity, Altman Z-Score, PEG Ratio. PEG of 0.77 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 : ROG
The primary concerns for ROG are Revenue Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
FLEX profiles as a value stock while ROG is a turnaround play — different risk/reward profiles.
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.
Bottom Line
FLEX scores higher overall (57/100 vs 43/100). 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 →Rogers Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Rogers Corporation designs, develops, manufactures and sells engineering materials and components worldwide. The company is headquartered in Chandler, Arizona.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
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