WallStSmart

TE Connectivity Ltd (TEL)vsWelltower Inc (WELL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TE Connectivity Ltd generates 67% more annual revenue ($18.09B vs $10.84B). TEL leads profitability with a 11.4% profit margin vs 8.6%. 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

WELL

Hold

39

out of 100

Grade: F

Growth: 7.3Profit: 4.0Value: 2.0Quality: 7.5
Piotroski: 4/9Altman Z: 1.20
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
WELLSignificantly Overvalued (-2052.0%)

Margin of Safety

-2052.0%

Fair Value

$9.66

Current Price

$196.73

$187.07 premium

UndervaluedFair: $9.66Overvalued

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

WELL2 strengths · Avg: 9.5/10
Revenue GrowthGrowth
41.3%10/10

Revenue surging 41.3% year-over-year

Market CapQuality
$137.19B9/10

Large-cap with strong market position

Areas to Watch

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

Moderate valuation

WELL4 concerns · Avg: 2.3/10
Return on EquityProfitability
2.5%3/10

ROE of 2.5% — below average capital efficiency

PEG RatioValuation
3.622/10

Expensive relative to growth rate

P/E RatioValuation
138.5x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-26.3%2/10

Earnings declined 26.3%

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 : WELL

The strongest argument for WELL centers on Revenue Growth, Market Cap. Revenue growth of 41.3% demonstrates continued momentum.

Bear Case : TEL

The primary concerns for TEL are P/E Ratio.

Bear Case : WELL

The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 138.5x leaves little room for execution misses.

Key Dynamics to Monitor

TEL profiles as a growth stock while WELL is a hypergrowth play — different risk/reward profiles.

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

WELL is growing revenue faster at 41.3% — sustainability is the question.

WELL generates stronger free cash flow (647M), providing more financial flexibility.

Bottom Line

TEL scores higher overall (74/100 vs 39/100) and 21.7% revenue growth. Both earn "Strong Buy" and "Hold" 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.

Welltower Inc

REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA

Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.

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