Flex Ltd (FLEX)vsTrane Technologies plc (TT)
FLEX
Flex Ltd
$134.73
+39.69%
TECHNOLOGY · Cap: $33.72B
TT
Trane Technologies plc
$488.18
+2.25%
INDUSTRIALS · Cap: $107.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Flex Ltd generates 24% more annual revenue ($26.83B vs $21.60B). TT leads profitability with a 13.4% profit margin vs 3.2%. FLEX appears more attractively valued with a PEG of 0.94. TT earns a higher WallStSmart Score of 52/100 (C-).
FLEX
Buy52
out of 100
Grade: C-
TT
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.8%
Fair Value
$66.68
Current Price
$134.73
$68.05 discount
Intrinsic value data unavailable for TT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Every $100 of equity generates 37 in profit
Large-cap with strong market position
Areas to Watch
Trading at 9.7x book value
3.2% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 12.6x book value
Earnings declined 2.1%
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 : TT
The strongest argument for TT centers on Return on Equity, Market Cap.
Bear Case : FLEX
The primary concerns for FLEX are Price/Book, Profit Margin, Debt/Equity. A P/E of 41.1x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Bear Case : TT
The primary concerns for TT are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
FLEX carries more volatility with a beta of 1.45 — expect wider price swings.
FLEX is growing revenue faster at 7.7% — sustainability is the question.
TT generates stronger free cash flow (542M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FLEX scores higher overall (52/100 vs 52/100). 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 →Trane Technologies plc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Trane Technologies plc is an American Irish domiciled diversified industrial manufacturing company. It is headquartered near Dublin, Ireland.
Compare with Other ELECTRONIC COMPONENTS Stocks
Want to dig deeper into these stocks?