Flex Ltd (FLEX)vsBanco Santander SA ADR (SAN)
FLEX
Flex Ltd
$145.07
+2.04%
TECHNOLOGY · Cap: $53.34B
SAN
Banco Santander SA ADR
$12.02
-0.95%
FINANCIAL SERVICES · Cap: $175.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Banco Santander SA ADR generates 77% more annual revenue ($47.37B vs $26.83B). SAN leads profitability with a 34.1% profit margin vs 3.2%. FLEX appears more attractively valued with a PEG of 0.94. SAN earns a higher WallStSmart Score of 67/100 (B-).
FLEX
Buy60
out of 100
Grade: C
SAN
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.5%
Fair Value
$67.21
Current Price
$145.07
$77.86 discount
Intrinsic value data unavailable for SAN.
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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 43.3%
Earnings expanding 67.4% YoY
Large-cap with strong market position
Areas to Watch
Trading at 10.4x book value
3.2% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
4.6% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
Elevated debt levels
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 : SAN
The strongest argument for SAN centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 34.1% and operating margin at 43.3%.
Bear Case : FLEX
The primary concerns for FLEX are Price/Book, Profit Margin, Debt/Equity. A P/E of 62.0x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Bear Case : SAN
The primary concerns for SAN are Revenue Growth, PEG Ratio, Altman Z-Score. Debt-to-equity of 4.47 is elevated, increasing financial risk.
Key Dynamics to Monitor
FLEX profiles as a growth stock while SAN is a value play — different risk/reward profiles.
FLEX carries more volatility with a beta of 1.45 — expect wider price swings.
FLEX is growing revenue faster at 16.9% — sustainability is the question.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SAN scores higher overall (67/100 vs 60/100), backed by strong 34.1% margins. Both earn "Strong 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 →Banco Santander SA ADR
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Banco Santander, SA, offers various commercial and retail banking products and services to individuals, small and medium-sized companies and large companies worldwide. The company is headquartered in Madrid, Spain.
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