TE Connectivity Ltd (TEL)vsThe TJX Companies Inc (TJX)
TEL
TE Connectivity Ltd
$206.37
+2.78%
TECHNOLOGY · Cap: $60.58B
TJX
The TJX Companies Inc
$159.74
+0.86%
CONSUMER CYCLICAL · Cap: $177.78B
Smart Verdict
WallStSmart Research — data-driven comparison
The TJX Companies Inc generates 234% more annual revenue ($60.37B vs $18.09B). TEL leads profitability with a 11.4% profit margin vs 9.1%. TEL appears more attractively valued with a PEG of 1.14. TEL earns a higher WallStSmart Score of 74/100 (B).
TEL
Strong Buy74
out of 100
Grade: B
TJX
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+29.8%
Fair Value
$325.26
Current Price
$206.37
$118.89 discount
Margin of Safety
+30.8%
Fair Value
$227.92
Current Price
$159.74
$68.18 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 20.9%
Revenue surging 21.7% year-over-year
Earnings expanding 44.4% YoY
Every $100 of equity generates 59 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Earnings expanding 28.3% YoY
Generating 2.6B in free cash flow
Areas to Watch
Moderate valuation
Premium valuation, high expectations priced in
Trading at 17.6x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : TJX
The strongest argument for TJX centers on Return on Equity, Altman Z-Score, Market Cap.
Bear Case : TEL
The primary concerns for TEL are P/E Ratio.
Bear Case : TJX
The primary concerns for TJX are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
TEL profiles as a growth stock while TJX is a value 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.
TJX generates stronger free cash flow (2.6B), providing more financial flexibility.
Bottom Line
TEL scores higher overall (74/100 vs 56/100) and 21.7% revenue growth. TJX offers better value entry with a 30.8% margin of safety. 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.
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.
The TJX Companies Inc
CONSUMER CYCLICAL · APPAREL RETAIL · USA
The TJX Companies, Inc. (abbreviated TJX) is an American multinational off-price department store corporation, headquartered in Framingham, Massachusetts.
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