COMPARE · Reviewed August 3, 2026
CTS vs TEL
Verdict: Side-by-side breakdown using the Bull Rankings model. CTS scored 59.8, TEL scored 71.0 — TEL leads.
Compare another set
CTS
CTS Corporation
59.8
$65.23 · $1.9B
fundamentals as of
Score gap
11.2
TEL leads
TEL
TE Connectivity plc
71
$204.97 · $59.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
CTS
stronger →← stronger
TEL
73
Qualityreturns · margins · balance sheet
81
70
Growthrevenue & earnings expansion
84
42
Valuevaluation vs sector peers
52
TEL is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
CTS
TEL
$88mC-
FCF
$3.3bB
+7.8%B
Rev
+16.5%B+
0.16B+
D/E
0.43B
27.3xB+
P/E
20.1xB+
1.65C+
PEG
0.89B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CTS
TEL
30% above
Price vs fair valuelower is cheaper
11% above
~13%/yr
Growth the price implies10-yr FCF · lower = less priced in
~11%/yr
-29%
1-yr DCF upside
-20%
-23%
5-yr DCF upside
-10%
-13%
10-yr DCF upside
+7%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CTS
Why this score
- Buying back stock
TEL
Why this score
- Buying back stock
- Raising its dividend
The companies
CTSCTS Corporation
Why now
Electronic Components · market cap $1.9b. 6% off the 52-week high of $69.55.
Moat
Net margin 12% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 127% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
TELTE Connectivity plc
Why now
Electronic Components · market cap $59.4b. 19% off the 52-week high of $252.56. Revenue growing +17%, comfortably above the S&P median. PEG 0.89 — paying under fair value for the growth rate. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $246.79 (implying +20% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 110% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.