TE Connectivity plc — Intrinsic Value & Fair Price

TEL

NYSETechnologySemiconductorsCIK 0001385157te.comAbout TEL

Last close · Oct 16, 2026212.64−0.35 (−0.16%)

Market cap$61.6B

Model value · DCF · Perpetuity growth · 5y

155.87

TE Connectivity closed at $212.64 — overvalued by 36% vs model.

105.61the model's range290.48

DCF · Perpetuity growth · 5y leads for a cyclical company — positive operating income and three years of positive free cash flow. From a five-year discounted cash flow.

Other models

45.70 – 288.99

Wall St. target

243.00 12% below

Above model, 1y

5 of 20 days

Price and model value

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What the marks mean

Daily close

Valuation models

price $212.64 · as of Oct 17, 2026

DCF · Perpetuity growth · 5yused105.61 – 290.48155.8736% overvalued DCF · Perpetuity growth · 10y122.39 – 321.46177.0820% overvalued DCF · EBITDA exit · 5y215.34 – 369.42286.3126% undervalued DCF · EBITDA exit · 10y208.43 – 395.09288.9926% undervalued P/E · peers229.34 – 315.74240.5712% undervalued P/E · own history146.97 – 218.67176.4920% overvalued PEG—286.2426% undervalued EV/EBITDA · peers225.24 – 345.65277.3323% undervalued EV/Revenue · peers227.28 – 257.18245.5613% undervalued Earnings power value37.10 – 57.7345.70365% overvalued Dividend discount39.38 – 84.3255.19285% overvalued Wall St. consensus target—243.0012% below Cost of capital (WACC)—9.05%—

DCF · Perpetuity growth · 5y leads for a cyclical company — positive operating income and three years of positive free cash flow. How we value a stock walks through every input.

engine pkg:0.1.0

Dividends

Quarterly · as of Oct 16, 2026

Yield, trailing 12 months

1.40%

Past 2 years

low 1.09%high 2.13%

Dividends per share, a year at a time

Dividends / free cash flow, FY2025: 25.1%
Raised: 15 years in a row
Growth, 5 yrs: 8.7% a year
Last change: +9.9% · May 2026

Every payment, with ex-dates · latest $0.78, paid Sep 11, 2026

Research on TEL

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How it is valued

Valued asCyclical

Low/slowing growth (~4% recent)Moderate margins (11% net margin)Pays dividendsHighly cyclical earningsStrong FCF yield (5.2%)

What growth the price implies: the reverse DCF

Key figures

FY2025 · chosen for cyclical companies

P/E

34.5×

EV / EBITDA

15.9×

FCF yield

5.1%

Dividend yield, TTM

1.40%

Beta

1.14

Cost of capital (WACC)

9.05%

Full financials

Superinvestors

13F · Q2 2026

Dodge & CoxDodge & Cox$3.4B Bill NygrenHarris Associates L P$614.5M First Pacific AdvisorsFirst Pacific Advisors, LP$312.7M Richard PzenaPzena Investment Management LLC$112.0M

All 9 holders

Analyst actions

third-party, quoted

10-07UBS · target253.00

10-06Industrial Alliance Securities · target288.00

09-23Bernstein · target243.00

06-22Evercore ISI Group · “In Line” from “Outperform”downgrade

Ratings, targets and estimates

Recent

filings, insider trades and key news

10-078-K · 5.02Departure/Election of Directors or Officers 09-11Form 4 · ASHAFFER REUBEN M. · 5 sh@ 0.00 09-11Form 4 · ASAGAR MALAVIKA · 4 sh@ 0.00 07-2410-QQuarterly report 07-228-K · 2.02Results of Operations (Earnings)06-12Form 4 · ASHAFFER REUBEN M. · 5 sh@ 0.00

63 filings · 40 insider transactions

Comparable companies

by business, not by industry label

APHAmphenol GLWCorning APTVAptiv HUBBHubbell FLEXFlex

2 more companies list TEL as a comparable

JBLJabil COHRCoherent

The weekly

One email a week across every stock we cover: 13F filings, insider trades, earnings and new research. It covers the whole market, not just TEL. No account.

About TE Connectivity

TE Connectivity plc, together with its subsidiaries, manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the AsiaPacific, 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.

CEO: Terrence R. Curtin
Headquarters: Galway, GA
Employees: 90,000
IPO: 2007-06-14

Full company profile

Model estimates for research reference only, not investment advice. Every model rests on assumptions that may not match what happens; the formulas are in how we value a stock.