TE Connectivity Ltd (TEL)vsTTM Technologies Inc (TTMI)
TEL
TE Connectivity Ltd
$206.37
+2.78%
TECHNOLOGY · Cap: $60.58B
TTMI
TTM Technologies Inc
$108.00
+0.94%
TECHNOLOGY · Cap: $11.11B
Smart Verdict
WallStSmart Research — data-driven comparison
TE Connectivity Ltd generates 523% more annual revenue ($18.09B vs $2.91B). TEL leads profitability with a 11.4% profit margin vs 6.1%. TTMI appears more attractively valued with a PEG of 0.36. TEL earns a higher WallStSmart Score of 74/100 (B).
TEL
Strong Buy74
out of 100
Grade: B
TTMI
Buy63
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
-16.9%
Fair Value
$78.62
Current Price
$108.00
$29.38 premium
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
Growing faster than its price suggests
19.0% revenue growth
Areas to Watch
Moderate valuation
6.1% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 : TTMI
The strongest argument for TTMI centers on PEG Ratio, Revenue Growth. Revenue growth of 19.0% demonstrates continued momentum. PEG of 0.36 suggests the stock is reasonably priced for its growth.
Bear Case : TEL
The primary concerns for TEL are P/E Ratio.
Bear Case : TTMI
The primary concerns for TTMI are Profit Margin, P/E Ratio, Free Cash Flow. A P/E of 63.7x leaves little room for execution misses.
Key Dynamics to Monitor
TTMI carries more volatility with a beta of 1.76 — 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.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TEL scores higher overall (74/100 vs 63/100) 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.
TTM Technologies Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TTM Technologies, Inc., manufactures and sells printed circuit boards (PCBs) worldwide. The company is headquartered in Santa Ana, California.
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