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Flex Community
NasdaqGS:FLEX Community
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Flex
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NateF
Community Contributor
FLEX Market Outlook
Flex Ltd. (NASDAQ: FLEX) is a global provider of technology, supply chain, and manufacturing solutions.
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US$50.97
FV
2.9% overvalued
intrinsic discount
9.14%
Revenue growth p.a.
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7 months ago
author updated this narrative
Flex
ZD
Zdend
Community Contributor
Flex valuation April 2024
Design, manufacture, supply chain Catalysts Are there any industry tailwinds this stock is benefitting or hindered from? Robotics EV IoT Cloud computing Smart home Analysts projections trending upwards Excellent PE against industry Peers Assumptions Where do you think revenue will be in 5 years time?
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US$44.27
FV
18.5% overvalued
intrinsic discount
1.00%
Revenue growth p.a.
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9 months ago
author updated this narrative
Flex
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Rising Costs And Margin Squeezes Will Hinder Future Profitability
Key Takeaways Shifts in supply chains, rising labor costs, and regulatory scrutiny are compressing margins and increasing risks to Flex's profitability and operational stability. Dependence on a few sectors, customer pricing pressure, and heavy investment needs heighten revenue volatility and risk of losing share to more innovative rivals.
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US$44.00
FV
19.2% overvalued
intrinsic discount
4.41%
Revenue growth p.a.
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0
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7 days ago
author updated this narrative
Flex
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
North American Cloud And AI Data Centers Will Foster Success
Key Takeaways Flex's EMS plus Products plus Services strategy prioritizes high-value vertical integration, enhancing margins and boosting earnings. Strategic expansions in the U.S. and Mexico benefit from regionalization trends, with potential revenue and margin improvements.
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US$45.65
FV
14.9% overvalued
intrinsic discount
2.75%
Revenue growth p.a.
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0
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7 days ago
author updated this narrative
Flex
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
IoT And Electrification Trends Will Reshape Outsourced Manufacturing
Key Takeaways Unique integration, global expansion, and operational efficiency position Flex for sustained segment growth, robust margins, and outperformance versus market expectations. Strategic regionalization, supply chain agility, and expanding digital service offerings drive structural revenue upside, durable customer relationships, and enhanced profitability.
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US$64.00
FV
18.0% undervalued
intrinsic discount
4.79%
Revenue growth p.a.
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10 days ago
author updated this narrative
Your Valuation for
FLEX
FLEX
Flex
Your Fair Value
US$
Current Price
US$52.45
9.0% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
31b
2015
2018
2021
2024
2025
2027
2030
Revenue US$30.8b
Earnings US$1.0b
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