Flex Ltd (FLEX)vsRogers Corporation (ROG)
FLEX
Flex Ltd
$155.81
-0.74%
TECHNOLOGY · Cap: $54.85B
ROG
Rogers Corporation
$137.67
-5.56%
TECHNOLOGY · Cap: $2.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 3301% more annual revenue ($27.91B vs $820.80M). FLEX leads profitability with a 3.1% profit margin vs -6.8%. ROG appears more attractively valued with a PEG of 0.77. FLEX earns a higher WallStSmart Score of 60/100 (C).
FLEX
Buy60
out of 100
Grade: C
ROG
Hold44
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
16.9% revenue growth
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
Trading at 11.1x book value
3.1% margin — thin
Premium valuation, high expectations priced in
Weak financial health signals
ROE of -4.7% — below average capital efficiency
Earnings declined 17.4%
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : FLEX
The strongest argument for FLEX centers on Market Cap, 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 : 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 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 : ROG
The primary concerns for ROG are Piotroski F-Score, Return on Equity, EPS Growth.
Key Dynamics to Monitor
FLEX profiles as a growth stock while ROG is a turnaround play — different risk/reward profiles.
FLEX carries more volatility with a beta of 1.64 — expect wider price swings.
FLEX is growing revenue faster at 16.9% — sustainability is the question.
FLEX generates stronger free cash flow (211M), providing more financial flexibility.
Bottom Line
FLEX scores higher overall (60/100 vs 44/100) 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 →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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