TE Connectivity plc

DB:BZ4 Stock Report

Market Cap: €54.8b

TE Connectivity Valuation

Is BZ4 undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

1/6

Valuation Score 1/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of BZ4 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

€173.2
Fair Value
6.8% overvalued intrinsic discount
17
Number of Analysts

Below Fair Value: BZ4 (€185) is trading above our estimate of fair value (€173.2)

Significantly Below Fair Value: BZ4 is trading above our estimate of fair value.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for BZ4?

Key metric: As BZ4 is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for BZ4. This is calculated by dividing BZ4's market cap by their current earnings.
What is BZ4's PE Ratio?
PE Ratio34.9x
EarningsUS$1.84b
Market CapUS$63.10b

Price to Earnings Ratio vs Peers

How does BZ4's PE Ratio compare to its peers?

The above table shows the PE ratio for BZ4 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average31.1x
2317 Hon Hai Precision Industry
16.5x11.15%NT$3.1t
CLS Celestica
45x25.09%CA$45.8b
FLEX Flex
23.3x19.35%US$20.2b
601138 Foxconn Industrial Internet
39.4x36.08%CN¥1.2t
BZ4 TE Connectivity
34.9x15.46%€63.1b

Price-To-Earnings vs Peers: BZ4 is expensive based on its Price-To-Earnings Ratio (34.9x) compared to the peer average (31.1x).


Price to Earnings Ratio vs Industry

How does BZ4's PE Ratio compare vs other companies in the European Electronic Industry?

3 CompaniesPrice / EarningsEstimated GrowthMarket Cap
BZ4 34.9xIndustry Avg. 24.2xNo. of Companies15PE01632486480+
3 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: BZ4 is expensive based on its Price-To-Earnings Ratio (34.9x) compared to the European Electronic industry average (23.8x).


Price to Earnings Ratio vs Fair Ratio

What is BZ4's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

BZ4 PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio34.9x
Fair PE Ratio20.1x

Price-To-Earnings vs Fair Ratio: BZ4 is expensive based on its Price-To-Earnings Ratio (34.9x) compared to the estimated Fair Price-To-Earnings Ratio (20.1x).


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst BZ4 forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€185.00
€234.88
+26.96%
9.55%€273.55€173.68n/a17
Nov ’26€212.00
€228.86
+7.95%
9.52%€254.18€173.50n/a16
Oct ’26€184.00
€194.04
+5.46%
12.60%€247.28€132.17n/a16
Sep ’26€175.00
€188.05
+7.45%
10.03%€211.60€132.79n/a16
Aug ’26€173.00
€186.34
+7.71%
9.88%€213.09€133.72n/a16
Jul ’26€140.00
€138.91
-0.78%
8.17%€163.70€118.75n/a17
Jun ’26€139.00
€144.02
+3.61%
8.09%€169.99€123.31n/a18
May ’26€124.00
€141.27
+13.93%
7.48%€164.56€122.54n/a18
Apr ’26€129.00
€157.72
+22.26%
8.05%€175.52€133.95n/a18
Mar ’26€143.00
€162.73
+13.79%
8.18%€181.87€138.07n/a18
Feb ’26€141.00
€164.70
+16.81%
8.15%€183.29€139.88n/a18
Jan ’26€138.00
€158.89
+15.13%
8.72%€180.80€130.37n/a19
Dec ’25€141.00
€157.35
+11.59%
8.65%€178.94€129.03n/a19
Nov ’25€137.04
€154.13
+12.47%
8.73%€175.33€126.42€212.0019
Oct ’25n/a
€153.14
0%
7.57%€171.65€130.99€184.0018
Sep ’25n/a
€153.87
0%
7.70%€172.79€131.86€175.0017
Aug ’25n/a
€156.21
0%
7.75%€175.75€134.13€173.0017
Jul ’25n/a
€152.73
0%
7.70%€173.56€125.97€140.0016
Jun ’25n/a
€151.52
0%
7.62%€172.05€124.88€139.0016
May ’25n/a
€150.46
0%
8.00%€173.48€125.91€124.0016
Apr ’25n/a
€146.48
0%
7.22%€161.35€124.47€129.0015
Mar ’25n/a
€146.48
0%
7.22%€161.35€124.47€143.0015
Feb ’25n/a
€146.34
0%
7.25%€161.40€124.51€141.0015
Jan ’25n/a
€137.01
0%
7.23%€160.53€123.84€138.0014
Dec ’24n/a
€136.40
0%
7.67%€160.74€124.00€141.0012
Nov ’24n/a
€141.47
0%
7.31%€165.60€127.75€137.0412
€228.55
Fair Value
19.1% undervalued intrinsic discount
17
Number of Analysts

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.


Discover undervalued companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/21 04:46
End of Day Share Price 2025/11/21 00:00
Earnings2025/09/26
Annual Earnings2025/09/26

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

TE Connectivity plc is covered by 35 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Luke JunkBaird
Guy HardwickBarclays
Wamsi MohanBofA Global Research