Flex Ltd. (FLEX) vs Corning Incorporated (GLW)

Flex Ltd. and Corning Incorporated are both Electronic Components companies. Corning Incorporated is the larger, with a market value of $135.2B against $42.0B — 3.2× the size. Flex Ltd. trades at the lower P/E: 44.3× against 70.9×. Corning Incorporated grew revenue faster over the last twelve months: 19.4% against 12.3%. Corning Incorporated has the higher net margin (11.2% vs 3.32%) and the lower return on invested capital (8.52% vs 11.5%). Only Corning Incorporated pays a dividend (3.56%). Across the 23 metrics below, Corning Incorporated leads on 12 and Flex Ltd. on 11.

Valuation

Metric FLEX GLW Electronic Components median
P/E 44.28 70.92 39.06
P/S 1.43 7.96 3.22
P/B 7.63 10.29 3.30
Price to free cash flow 50.39 56.41 26.65
EV/EBITDA 22.40 34.96 19.69
EV/Sales 1.54 8.31 3.53
Earnings yield 2.26% 1.41% 1.34%
Free cash flow yield 1.98% 1.77% 0.40%

Profitability

Metric FLEX GLW Electronic Components median
Gross margin 9.37% 36.38% 33.21%
Operating margin 4.95% 15.31% 3.53%
Net margin 3.32% 11.20% 2.57%
Free cash flow margin 2.85% 14.12% 0.20%
Return on equity 18.38% 15.40% 2.60%
Return on assets 4.39% 6.16% 2.50%
Return on invested capital 11.49% 8.52% 2.28%

Growth

Metric FLEX GLW Electronic Components median
Revenue growth (TTM) 12.25% 19.41% 12.01%
EPS growth (last fiscal year) 10.43% 215.52% —
Revenue growth, 5-year CAGR 2.96% 6.70% 7.19%
Net income growth, 5-year CAGR 7.50% 30.98% 0.00%

Health

Metric FLEX GLW Electronic Components median
Debt to equity 0.95 0.64 0.16
Current ratio 1.38 1.81 2.41
Net debt to EBITDA 0.71 1.91 0.32

Dividend

Metric FLEX GLW Electronic Components median
Dividend yield 0.00% 3.56% 1.18%
Payout ratio 0.00 1.63 0.00

Size

Metric FLEX GLW Electronic Components median
Market cap 42.00b 135.20b 780.25m

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