WallStSmart

Littelfuse Inc (LFUS)vsTE Connectivity Ltd (TEL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TE Connectivity Ltd generates 651% more annual revenue ($18.70B vs $2.49B). TEL leads profitability with a 15.5% profit margin vs -1.6%. TEL appears more attractively valued with a PEG of 1.12. TEL earns a higher WallStSmart Score of 76/100 (B+).

LFUS

Buy

50

out of 100

Grade: C-

Growth: 6.7Profit: 4.5Value: 3.0Quality: 7.5
Piotroski: 5/9Altman Z: 2.45

TEL

Strong Buy

76

out of 100

Grade: B+

Growth: 6.7Profit: 8.0Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LFUSSignificantly Overvalued (-22.5%)

Margin of Safety

-22.5%

Fair Value

$292.25

Current Price

$457.03

$164.78 premium

UndervaluedFair: $292.25Overvalued
TELSignificantly Overvalued (-60.0%)

Margin of Safety

-60.0%

Fair Value

$142.79

Current Price

$206.20

$63.41 premium

UndervaluedFair: $142.79Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LFUS2 strengths · Avg: 9.0/10
EPS GrowthGrowth
69.1%10/10

Earnings expanding 69.1% YoY

Revenue GrowthGrowth
18.5%8/10

18.5% revenue growth

TEL4 strengths · Avg: 9.0/10
EPS GrowthGrowth
7150.0%10/10

Earnings expanding 7150.0% YoY

Market CapQuality
$60.19B9/10

Large-cap with strong market position

Return on EquityProfitability
22.7%9/10

Every $100 of equity generates 23 in profit

Operating MarginProfitability
20.3%8/10

Strong operational efficiency at 20.3%

Areas to Watch

LFUS3 concerns · Avg: 1.7/10
PEG RatioValuation
2.812/10

Expensive relative to growth rate

Return on EquityProfitability
-1.6%2/10

ROE of -1.6% — below average capital efficiency

Profit MarginProfitability
-1.6%1/10

Currently unprofitable

TEL0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

Bull Case : LFUS

The strongest argument for LFUS centers on EPS Growth, Revenue Growth. Revenue growth of 18.5% demonstrates continued momentum.

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 : LFUS

The primary concerns for LFUS are PEG Ratio, Return on Equity, Profit Margin.

Bear Case : TEL

No major red flags identified for TEL, but monitor valuation.

Key Dynamics to Monitor

LFUS profiles as a growth stock while TEL is a mature play — different risk/reward profiles.

LFUS carries more volatility with a beta of 1.46 — expect wider price swings.

LFUS is growing revenue faster at 18.5% — sustainability is the question.

TEL generates stronger free cash flow (677M), providing more financial flexibility.

Bottom Line

TEL scores higher overall (76/100 vs 50/100), 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.

Littelfuse Inc

TECHNOLOGY · ELECTRONIC COMPONENTS · USA

Littelfuse, Inc. manufactures and sells circuit protection, power control, and sensing products in Asia-Pacific, the Americas, and Europe. The company is headquartered in Chicago, 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.

Want to dig deeper into these stocks?