Knowles Cor (KN)vsTE Connectivity Ltd (TEL)
KN
Knowles Cor
$37.26
-5.34%
TECHNOLOGY · Cap: $3.20B
TEL
TE Connectivity Ltd
$220.83
+1.27%
TECHNOLOGY · Cap: $62.68B
Smart Verdict
WallStSmart Research — data-driven comparison
TE Connectivity Ltd generates 2944% more annual revenue ($18.70B vs $614.10M). TEL leads profitability with a 15.5% profit margin vs 9.1%. KN appears more attractively valued with a PEG of 0.43. TEL earns a higher WallStSmart Score of 78/100 (B+).
KN
Buy56
out of 100
Grade: C
TEL
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-86.8%
Fair Value
$14.45
Current Price
$37.26
$22.81 premium
Intrinsic value data unavailable for TEL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Conservative balance sheet, low leverage
15.8% revenue growth
Earnings expanding 7150.0% YoY
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Strong operational efficiency at 20.3%
Areas to Watch
Grey zone — moderate risk
ROE of 7.2% — below average capital efficiency
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : KN
The strongest argument for KN centers on PEG Ratio, Debt/Equity, Revenue Growth. Revenue growth of 15.8% demonstrates continued momentum. PEG of 0.43 suggests the stock is reasonably priced for its growth.
Bull Case : TEL
The strongest argument for TEL centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 15.5% and operating margin at 20.3%. Revenue growth of 14.5% demonstrates continued momentum.
Bear Case : KN
The primary concerns for KN are Altman Z-Score, Return on Equity, P/E Ratio. A P/E of 52.7x leaves little room for execution misses.
Bear Case : TEL
The primary concerns for TEL are Piotroski F-Score.
Key Dynamics to Monitor
KN profiles as a growth stock while TEL is a mature play — different risk/reward profiles.
KN carries more volatility with a beta of 1.56 — expect wider price swings.
KN is growing revenue faster at 15.8% — sustainability is the question.
TEL generates stronger free cash flow (677M), providing more financial flexibility.
Bottom Line
TEL scores higher overall (78/100 vs 56/100), backed by strong 15.5% margins and 14.5% revenue growth. 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.
Knowles Cor
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Knowles Corporation designs, manufactures and sells microacoustic, audio processing and precision device solutions for the mobile consumer electronics, communications, medical technology, defense, electric and industrial vehicle markets. The company is headquartered in Itasca, Illinois.
Visit Website →TE Connectivity Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TE Connectivity is an American Swiss-domiciled technology company that designs and manufactures connectors and sensors for several industries, such as automotive, industrial equipment, data communication systems, aerospace, defense, medical, oil and gas, consumer electronics and energy.
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