WallStSmart

Semilux International Ltd. Ordinary Shares (SELX)vsTE Connectivity Ltd (TEL)

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Smart Verdict

WallStSmart Research — data-driven comparison

TE Connectivity Ltd generates 15468% more annual revenue ($18.09B vs $116.23M). TEL leads profitability with a 11.4% profit margin vs -119.7%. TEL earns a higher WallStSmart Score of 74/100 (B).

SELX

Avoid

23

out of 100

Grade: F

Growth: 4.0Profit: 2.0Value: 5.0Quality: 5.0

TEL

Strong Buy

74

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 9.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for SELX.

TELUndervalued (+29.8%)

Margin of Safety

+29.8%

Fair Value

$325.26

Current Price

$206.37

$118.89 discount

UndervaluedFair: $325.26Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SELX1 strengths · Avg: 8.0/10
Price/BookValuation
2.5x8/10

Reasonable price relative to book value

TEL4 strengths · Avg: 8.3/10
Market CapQuality
$60.58B9/10

Large-cap with strong market position

Operating MarginProfitability
20.9%8/10

Strong operational efficiency at 20.9%

Revenue GrowthGrowth
21.7%8/10

Revenue surging 21.7% year-over-year

EPS GrowthGrowth
44.4%8/10

Earnings expanding 44.4% YoY

Areas to Watch

SELX4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$15.73M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-86.6%2/10

ROE of -86.6% — below average capital efficiency

Revenue GrowthGrowth
-24.6%2/10

Revenue declined 24.6%

TEL1 concerns · Avg: 4.0/10
P/E RatioValuation
29.7x4/10

Moderate valuation

Comparative Analysis Report

WallStSmart Research

Bull Case : SELX

The strongest argument for SELX centers on Price/Book.

Bull Case : TEL

The strongest argument for TEL centers on Market Cap, Operating Margin, Revenue Growth. Revenue growth of 21.7% demonstrates continued momentum. PEG of 1.14 suggests the stock is reasonably priced for its growth.

Bear Case : SELX

The primary concerns for SELX are EPS Growth, Market Cap, Return on Equity.

Bear Case : TEL

The primary concerns for TEL are P/E Ratio.

Key Dynamics to Monitor

SELX profiles as a turnaround stock while TEL is a growth play — different risk/reward profiles.

TEL carries more volatility with a beta of 1.25 — expect wider price swings.

TEL is growing revenue faster at 21.7% — sustainability is the question.

TEL generates stronger free cash flow (607M), providing more financial flexibility.

Bottom Line

TEL scores higher overall (74/100 vs 23/100) and 21.7% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Semilux International Ltd. Ordinary Shares

TECHNOLOGY · ELECTRONIC COMPONENTS · USA

Semilux International Ltd. (SELX) is a leading provider of advanced lighting solutions, distinguished by its focus on innovation and sustainability across diverse markets, including commercial, industrial, and residential sectors. The company's extensive portfolio features high-performance, energy-efficient products that adhere to the highest environmental standards, positioning Semilux at the forefront of the burgeoning smart lighting industry. Driven by a seasoned management team, Semilux is actively expanding its global operations to capitalize on the increasing demand for sustainable illumination, reinforcing its commitment to delivering cutting-edge technology and environmentally responsible solutions.

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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