Rogers Corporation (ROG)vsTE Connectivity Ltd (TEL)
ROG
Rogers Corporation
$121.96
+5.37%
TECHNOLOGY · Cap: $2.37B
TEL
TE Connectivity Ltd
$207.01
+0.32%
TECHNOLOGY · Cap: $61.25B
Smart Verdict
WallStSmart Research — data-driven comparison
TE Connectivity Ltd generates 2226% more annual revenue ($19.89B vs $854.90M). TEL leads profitability with a 16.4% profit margin vs 5.3%. ROG appears more attractively valued with a PEG of 0.77. TEL earns a higher WallStSmart Score of 76/100 (B+).
ROG
Buy61
out of 100
Grade: C+
TEL
Strong Buy76
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 165.2% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
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
5.3% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
ROE of -4.7% — below average capital efficiency
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : ROG
The strongest argument for ROG centers on EPS Growth, Debt/Equity, Altman Z-Score. PEG of 0.77 suggests the stock is reasonably priced for its growth.
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 : ROG
The primary concerns for ROG are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 53.2x leaves little room for execution misses.
Bear Case : TEL
No major red flags identified for TEL, but monitor valuation.
Key Dynamics to Monitor
ROG profiles as a value stock while TEL is a mature play — different risk/reward profiles.
TEL carries more volatility with a beta of 1.14 — expect wider price swings.
TEL is growing revenue faster at 11.9% — 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 61/100), 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.
Rogers Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Rogers Corporation designs, develops, manufactures and sells engineering materials and components worldwide. The company is headquartered in Chandler, Arizona.
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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