WallStSmart

TE Connectivity Ltd (TEL)vsUber Technologies Inc (UBER)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Uber Technologies Inc generates 187% more annual revenue ($53.69B vs $18.70B). UBER leads profitability with a 15.9% profit margin vs 15.5%. TEL appears more attractively valued with a PEG of 1.12. TEL earns a higher WallStSmart Score of 76/100 (B+).

TEL

Strong Buy

76

out of 100

Grade: B+

Growth: 6.7Profit: 8.0Value: 4.7Quality: 5.0

UBER

Buy

54

out of 100

Grade: C-

Growth: 5.3Profit: 7.5Value: 6.0Quality: 5.5
Piotroski: 4/9Altman Z: 1.47
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

TELSignificantly Overvalued (-60.0%)

Margin of Safety

-60.0%

Fair Value

$142.79

Current Price

$206.22

$63.43 premium

UndervaluedFair: $142.79Overvalued
UBERUndervalued (+34.2%)

Margin of Safety

+34.2%

Fair Value

$108.42

Current Price

$75.45

$32.97 discount

UndervaluedFair: $108.42Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

TEL4 strengths · Avg: 9.0/10
EPS GrowthGrowth
7150.0%10/10

Earnings expanding 7150.0% YoY

Market CapQuality
$60.19B9/10

Large-cap with strong market position

Return on EquityProfitability
22.7%9/10

Every $100 of equity generates 23 in profit

Operating MarginProfitability
20.3%8/10

Strong operational efficiency at 20.3%

UBER3 strengths · Avg: 9.0/10
Return on EquityProfitability
35.3%10/10

Every $100 of equity generates 35 in profit

Market CapQuality
$156.19B9/10

Large-cap with strong market position

Free Cash FlowQuality
$2.29B8/10

Generating 2.3B in free cash flow

Areas to Watch

TEL0 concerns · Avg: 0/10

No major concerns identified

UBER3 concerns · Avg: 2.0/10
PEG RatioValuation
4.512/10

Expensive relative to growth rate

EPS GrowthGrowth
-84.6%2/10

Earnings declined 84.6%

Altman Z-ScoreHealth
1.472/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : TEL

The strongest argument for TEL centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 15.5% and operating margin at 20.3%. Revenue growth of 14.5% demonstrates continued momentum.

Bull Case : UBER

The strongest argument for UBER centers on Return on Equity, Market Cap, Free Cash Flow. Profitability is solid with margins at 15.9% and operating margin at 14.6%. Revenue growth of 14.5% demonstrates continued momentum.

Bear Case : TEL

No major red flags identified for TEL, but monitor valuation.

Bear Case : UBER

The primary concerns for UBER are PEG Ratio, EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

TEL carries more volatility with a beta of 1.18 — expect wider price swings.

UBER is growing revenue faster at 14.5% — sustainability is the question.

UBER generates stronger free cash flow (2.3B), providing more financial flexibility.

Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

TEL scores higher overall (76/100 vs 54/100), backed by strong 15.5% margins and 14.5% revenue growth. UBER offers better value entry with a 34.2% 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.

Uber Technologies Inc

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.

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