TE Connectivity Ltd (TEL) Fair Value & Analysis
Technology · US · Market cap $58.5B · ISIN IE000IVNQZ81
What is TE Connectivity Ltd really worth?
TE Connectivity Ltd
TEL · US
A solid business, but trading 45% above our fair value of $144.42.
Strengths
Risks
For context
Fair value as of: Aug 30, 2026
From 23 valuation models · updated 6 days ago
Share price −3.4% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- A high-quality business (quality 72/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
- The price sits above even our optimistic bull case ($195.24). The favourable scenario is already priced in.
- A fairly wide model range ($97.94 to $195.24) 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 30, 2026.
How to read this chart
60‑month range $101.06 – $246.71 · fair‑value band $97.94 – $195.24 · the $209.41 price screens above the $144.42 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 30, 2026.
Analysis
TE Connectivity Ltd (TEL) currently trades at $209.41, while our model-based Fair Value estimate is $144.42, implying the stock looks roughly 45.0% overvalued today. The Quality Score stands at 72/100 (solid quality), in the Technology sector. Bull case: the DCF Models group reads highest at a median of $151.31 per share, and 3 of the 23 models we run sit above the $209.41 price. Bear case: the Asset-Based group reads lowest at $28.89, and 20 of the 23 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, TE Connectivity Ltd generated revenue of $18.7B at a net margin of 15.5%. Revenue grew 14.5% year over year. It earns a return on equity of 22.7%. Net debt stands at $5.3B. Fundamentals as of Aug 30, 2026
Our scenario range runs from $97.94 (bear case) to $195.24 (bull case); at $209.41, 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 31% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at −66% fair-value upside, at −31%, TEL 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 $6.45 per share, which is 4.5 % 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 23 models by family
Widest divergence: DCF Models ($151.31) versus Asset-Based ($28.89). Highest evidence: FCF DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 30, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 70 · Market factors (momentum, volatility) 44
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
TE Connectivity plc, together with its subsidiaries, manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the Asia"Pacific, and the Americas. The company operates through two reportable segments, Transportation Solutions and Industrial Solutions.
Full company description
TE Connectivity plc, together with its subsidiaries, manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the Asia"Pacific, and the Americas. The company operates through two reportable segments, Transportation Solutions and Industrial Solutions. It provides antennas, application tooling, cable assemblies, connectors, electromagnetic compatibility/electromagnetic interference solutions, energy and power, fiber optics, heat shrink tubing, identification and labeling, medical components, passive components, relays and contactors, sensors, switches, terminals and splices, wires and cables, and wire protection and management solutions. The company also offers training and other services, including 3D printing for production, back shells prototyping, electrical installation training, HarnWare software, machine tooling service and repair, medical device design services, microfluidic devices, and sensor manufacturing services as well as conducts automotive webinars. It serves 5G and wireless equipment, aerospace, appliances, automation and control, automotive, autosport, commercial and industrial vehicles, connected home, data centers and artificial intelligence, defense and military, energy solutions, e-mobility, industrial machinery, intelligent buildings, IoT connectivity, medical technologies, oil and gas/marine, personal electronics and wearable technology, rail, sensor applications, space, and other industries. The company was formerly known as Tyco Electronics Ltd. and changed its name to TE Connectivity plc in March 2011. TE Connectivity plc was founded in 1941 and is based in Ballybrit, Ireland.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
TE Connectivity Ltd reported revenue of $17.1B in FY2025 versus $14.9B in FY2021, a compound +3.4%/yr. Reported net income was $1.8B in FY2025, compounding −5.0%/yr from FY2021.
TEL screens 45% overvalued. Compare with Amphenol Corporation →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- TE Connectivity (TEL) Up 0.9% Since Last Earnings Report: Can It Continue?
- TE Connectivity Stock: Analyst Estimates & Ratings
- London Company Income Equity Strategy Reduced TE Connectivity Ltd. (TEL) Holdings for Strategic Positioning
- TE Connectivity (TEL) is an Incredible Growth Stock: 3 Reasons Why
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: 46/100
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 30, 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% |
| 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% |
| Shennan Circuits Co 002916 | ¥392.90 | ¥125.52 | −68% |
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