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Plexus Corp. (PLXS)

NEUTRAL
TechnologyElectronic ComponentsUnited States

Fundamental

65

Preço

$239.93

Capitalização de Mercado

$6.25B

Parte 1 · Quanto vale a empresa

Visão Geral

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.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

No editorial profile for this company yet

No competitor list for this company yet.

Balanço & Liquidez

Receita

$4.03B

Últimos 12 meses (até 04/07/2026)

Resultado Líquido

$185M

Últimos 12 meses (até 04/07/2026)

Fluxo de Caixa Livre

$154M

Capital Próprio Total

$1.45B

Passivo Total

$1.68B

Rácio de Liquidez

1.49

Cobertura de Juros

18.00

Dívida/EBITDA

1.10

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Quanto pesa a dívida

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

General caseJustamente Valorizada

Valor Justo

$236.41

Preço Atual

$239.93

Margem de Segurança

-1.5%

Intervalo de Valor Justo

$161.28 - $311.53

Métodos de Estimativa

Analyst price target:$305.75
Discounted cash flow (DCF):$280.75
Earnings multiple (P/E):$178.05
Graham growth formula:$167.18
Earnings power value (EPV):$70.32
Justified P/B:$77.17
Dividend discount (Gordon):Not enough data to compute it
P/FFO, funds from operations:Not enough data to compute it
Mid-cycle earnings:$161.28
Revenue multiple:Not enough data to compute it
Consenso dos Analistas:Compra Forte (10B / 3H / 0S)
Última Surpresa de Resultados:+7.09%

Métricas de Avaliação

Rácio P/E

35.05

ROE

11.9%

Rácio P/B

4.14

P/FCF

102.35

Margem Bruta

11.4%

ROIC

10.8%

Radar de Rentabilidade

Value Creation (Economic Moat)

ROIC

10.8%

WACC

9.2%

ROIC − WACC

+1.6 pp

ROIC exceeds the cost of capital — the company is creating value for shareholders.

Critérios de Análise Fundamental

Aprovado (19)

  • EPS shows upward trend
  • EPS CAGR 7.20%
  • Price CAGR 16.09%
  • ROIC 10.8%
  • Debt/Equity ratio
  • Operating Margin 5.7%
  • Positive Free Cash Flow
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA
  • Return on Tangible Assets
  • Low reliance on intangibles
  • ROE 12.5%
  • Analyst Consensus 77% Buy
  • Earnings Surprise avg 6.4%
  • Earnings Quality (OCF/NI) 0.92
  • Share Dilution -1.0%
  • Net Margin Trend 4.6% vs 4.1%
  • Piotroski F-Score 9/9

Reprovado (8)

  • Gross Margin 11.4%
  • P/FCF 102.35
  • P/B Ratio 4.14
  • CapEx intensity
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • Revenue Growth 5Y 3.5%
  • PEG Ratio 3.98

Indisponível (1)

  • Dividend Payout NaN%

Piotroski F-Score

9/9

Saúde financeira sólida

score
criteria

Qualidade dos Resultados

0.92

Moderada: alguma diferença entre lucros e caixa

Diluição de Ações

-1.0%

A recomprar ações. Favorável ao acionista

Governação

Equipa Executiva

NomeCargoIdade
Mr. Todd P. KelseyPresident, CEO & Director60
Mr. Oliver K. MihmExecutive VP & COO53
Mr. Angelo M. Ninivaggi J.D.Executive VP, Chief Legal & Public Affairs Officer and Secretary58
Mr. Victor TanRegional President of APAC61
Mr. David AbuhlCFO & Senior VP-
Mr. Kyle McMillanChief Information & Technology Officer-
Mr. Shawn Matthew HarrisonVice President of Investor Relations-
Ms. Lori NeyChief Human Resources Officer-
Mr. Michael J. RunningRegional President of AMER49
Mr. Scott TheuneChief Quality Officer60

Risco de Auditoria

2

Risco do Conselho

4

Risco de Remuneração

1

Risco dos Direitos dos Acionistas

2

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

Latest News

Recent headlines for PLXS, sourced from Markets Gazette.

  • 4/20/2026POSITIVE
    This Plexus Analyst Turns Bullish; Here Are Top 4 Upgrades For Monday

    Wall Street analysts have initiated a bullish stance on Plxus Inc., upgrading the stock and raising its price target. This positive analyst sentiment suggests a favorable outlook for the company's future performance, potentially driven by new product developments, market share gains, or improved financial projections. Investors often view such upgrades as indicators of potential stock price appreciation, prompting a closer look at Plxus's fundamentals and competitive positioning.

via Markets Gazette