Plexus Corp (PLXS) Fair Value & Analysis
Technology · US · Market cap $7.0B · ISIN US7291321005
What is Plexus Corp really worth?
Plexus Corp
PLXS · US
A solid business, but trading 45% above our fair value of $166.60.
Strengths
Risks
Fair value as of: Aug 13, 2026
From 26 valuation models · updated 22 days ago
Fair value updated Aug 13, 2026, revised from $129.23 to $166.60 (+28.9%) since Jul 16, 2026. Share price −12.5% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case ($226.15). The favourable scenario is already priced in.
- Solid but not exceptional quality (63/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range ($97.98 to $226.15) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range $74.57 – $303.82 · fair‑value band $97.98 – $226.15 · the $242.07 price screens above the $166.60 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 1 fiscal year is left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Plexus Corp (PLXS) currently trades at $242.07, while our model-based Fair Value estimate is $166.60, implying the stock looks roughly 45.3% overvalued today. The Quality Score stands at 63/100 (solid quality), in the Technology sector. Bull case: the Growth Earnings group reads highest at a median of $131.29 per share, and 0 of the 25 models we run sit above the $242.07 price. Bear case: the Asset-Based group reads lowest at $36.42, and 25 of the 25 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Plexus Corp generated revenue of $4.3B at a net margin of 4.4%. Revenue grew 18.7% year over year. It earns a return on equity of 13.2%. The balance sheet holds a net cash position of $131M. Fundamentals as of Aug 13, 2026
Our scenario range runs from $97.98 (bear case) to $226.15 (bull case); at $242.07, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 17% below its 52-week high and 110% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at −62% fair-value upside, at −31%, PLXS screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 11 months have passed since. In that time the company retained roughly $6.37 per share, which is 3.8 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 26 models by family
Widest divergence: Growth Earnings ($131.29) versus Dividend Discount ($0.0100). Highest evidence: FCF DCF (79).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 62 · Market factors (momentum, volatility) 68
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Plexus Corp. provides electronic manufacturing services in the United States, the Asia-Pacific, Europe, the Middle East, and Africa. The company offers design, develop, supply chain, new product introduction, and manufacturing solutions, as well as sustaining services.
Full company description
Plexus Corp. provides electronic manufacturing services in the United States, the Asia-Pacific, Europe, the Middle East, and Africa. The company offers design, develop, supply chain, new product introduction, and manufacturing solutions, as well as sustaining services. It serves the aerospace/defense, healthcare/life sciences, and industrial/commercial sectors. Plexus Corp. was founded in 1979 and is headquartered in Neenah, Wisconsin.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Plexus Corp reported revenue of $4.0B in FY2025 versus $3.4B in FY2021, a compound +4.6%/yr. Reported net income was $173M in FY2025, compounding +5.6%/yr from FY2021.
of which total revenue +5.4 % · buybacks/dilution +2.4 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
PLXS screens 45% overvalued. Compare with Amphenol Corporation →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Electronic Components & Manufacturing Stocks Q2 Results: Benchmarking Plexus (NASDAQ:PLXS)
- Plexus (PLXS) Up 1.4% Since Last Earnings Report: Can It Continue?
- Can Plexus (PLXS) Climb 25.22% to Reach the Level Wall Street Analysts Expect?
- Zacks.com featured highlights Plexus, Twilio and MACOM
Peer Group
Electronic Components · 638 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Electronic Components median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 44/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Electronic Components stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Amphenol Corporation APH | $157.74 | $97.19 | −38% |
| Corning Incorporated GLW | CHF 134.64 | CHF 35.18 | −74% |
| Delta Electronics, Inc 2308 | 1,750 TWD | 602.37 TWD | −66% |
| Luxshare Precision Industry Co 002475 | ¥56.06 | ¥38.44 | −31% |
| Samsung Electro-Mechanics Co 009150 | 1,503,000 KRW | 172,954 KRW | −88% |
| Suzhou Dongshan Precision Manufacturing Co 002384 | ¥202.11 | ¥21.19 | −90% |
| TE Connectivity plc TEL | $202.66 | $144.42 | −29% |
| Shengyi Technology Co 600183 | ¥132.80 | ¥36.30 | −73% |
| Flex Ltd FLEX | $124.53 | $48.10 | −61% |
| Celestica Inc CLS | $298.70 | $113.54 | −62% |
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