WallStSmart

TE Connectivity Ltd (TEL)vsToyota Motor Corporation ADR (TM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Toyota Motor Corporation ADR generates 278711% more annual revenue ($50.45T vs $18.09B). TEL leads profitability with a 11.4% profit margin vs 7.3%. TEL appears more attractively valued with a PEG of 1.14. TEL earns a higher WallStSmart Score of 74/100 (B).

TEL

Strong Buy

74

out of 100

Grade: B

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

TM

Buy

53

out of 100

Grade: C-

Growth: 5.3Profit: 5.0Value: 7.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

TELUndervalued (+29.8%)

Margin of Safety

+29.8%

Fair Value

$325.26

Current Price

$206.37

$118.89 discount

UndervaluedFair: $325.26Overvalued
TMSignificantly Overvalued (-96.6%)

Margin of Safety

-96.6%

Fair Value

$121.38

Current Price

$210.93

$89.55 premium

UndervaluedFair: $121.38Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

TM2 strengths · Avg: 10.0/10
Market CapQuality
$273.41B10/10

Mega-cap, among the largest globally

P/E RatioValuation
11.8x10/10

Attractively priced relative to earnings

Areas to Watch

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

Moderate valuation

TM4 concerns · Avg: 3.3/10
PEG RatioValuation
1.544/10

Expensive relative to growth rate

Price/BookValuation
11.2x4/10

Trading at 11.2x book value

Profit MarginProfitability
7.3%3/10

7.3% margin — thin

EPS GrowthGrowth
-42.3%2/10

Earnings declined 42.3%

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : TM

The strongest argument for TM centers on Market Cap, P/E Ratio.

Bear Case : TEL

The primary concerns for TEL are P/E Ratio.

Bear Case : TM

The primary concerns for TM are PEG Ratio, Price/Book, Profit Margin.

Key Dynamics to Monitor

TEL profiles as a growth stock while TM 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.

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

Bottom Line

TEL scores higher overall (74/100 vs 53/100) and 21.7% 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.

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.

Toyota Motor Corporation ADR

CONSUMER CYCLICAL · AUTO MANUFACTURERS · USA

Toyota Motor Corporation designs, manufactures, assembles and sells passenger cars, minivans and commercial vehicles, and related parts and accessories. The company is headquartered in Toyota, Japan.

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