Littelfuse Inc (LFUS)vsTE Connectivity Ltd (TEL)
LFUS
Littelfuse Inc
$355.72
+2.10%
TECHNOLOGY · Cap: $10.27B
TEL
TE Connectivity Ltd
$206.99
+0.32%
TECHNOLOGY · Cap: $61.25B
Smart Verdict
WallStSmart Research — data-driven comparison
TE Connectivity Ltd generates 661% more annual revenue ($19.89B vs $2.61B). TEL leads profitability with a 16.4% profit margin vs -0.3%. TEL appears more attractively valued with a PEG of 1.23. TEL earns a higher WallStSmart Score of 76/100 (B+).
LFUS
Buy57
out of 100
Grade: C
TEL
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-46.9%
Fair Value
$243.71
Current Price
$355.72
$112.01 premium
Intrinsic value data unavailable for TEL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 51.7% YoY
Conservative balance sheet, low leverage
Revenue surging 20.4% year-over-year
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Strong operational efficiency at 21.1%
Earnings expanding 39.1% YoY
Generating 1.2B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of -0.3% — below average capital efficiency
Currently unprofitable
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : LFUS
The strongest argument for LFUS centers on EPS Growth, Debt/Equity, Revenue Growth. Revenue growth of 20.4% demonstrates continued momentum.
Bull Case : TEL
The strongest argument for TEL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 21.1%. Revenue growth of 11.9% demonstrates continued momentum.
Bear Case : LFUS
The primary concerns for LFUS are PEG Ratio, P/E Ratio, Return on Equity. A P/E of 328.5x leaves little room for execution misses.
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 1.48 — expect wider price swings.
LFUS is growing revenue faster at 20.4% — sustainability is the question.
TEL generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
TEL scores higher overall (76/100 vs 57/100), backed by strong 16.4% margins and 11.9% 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.
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