Plexus Corp. (PLXS)
NEUTRALFundamental
65
Price
$239.93
Market Cap
$6.25B
Part 1 · What the company is worth
Overview
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.
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Direct competitors
Who this company fights with for the same customers
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No competitor list for this company yet.
Balance Sheet & Liquidity
Revenue
$4.03B
Trailing 12 months (through 7/4/2026)
Net Income
$185M
Trailing 12 months (through 7/4/2026)
Free Cash Flow
$154M
Total Equity
$1.45B
Total Liabilities
$1.68B
Current Ratio
1.49
Interest Coverage
18.00
Debt/EBITDA
1.10
Earnings Per Share
Revenue & Net Income
Free Cash Flow
Income Breakdown
Historical statement
Margins over time
Debt over time
How heavy the debt is
Growth grid
Growth — Revenue
Fair Value Estimation
Fair Value
$236.41
Current Price
$239.93
Margin of Safety
-1.5%
Fair Value Range
$161.28 - $311.53
Estimation Methods
Valuation Metrics
P/E Ratio
35.05
ROE
11.9%
P/B Ratio
4.14
P/FCF
102.35
Gross Margin
11.4%
ROIC
10.8%
Profitability Radar
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.
Fundamental Analysis Criteria
Passed (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
Failed (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
Unavailable (1)
- Dividend Payout NaN%
Piotroski F-Score
Strong financial health
Earnings Quality
Moderate: some gap between profits and cash
Share Dilution
Buying back shares. Shareholder friendly
Governance
Executive Team
| Name | Title | Age |
|---|---|---|
| Mr. Todd P. Kelsey | President, CEO & Director | 60 |
| Mr. Oliver K. Mihm | Executive VP & COO | 53 |
| Mr. Angelo M. Ninivaggi J.D. | Executive VP, Chief Legal & Public Affairs Officer and Secretary | 58 |
| Mr. Victor Tan | Regional President of APAC | 61 |
| Mr. David Abuhl | CFO & Senior VP | - |
| Mr. Kyle McMillan | Chief Information & Technology Officer | - |
| Mr. Shawn Matthew Harrison | Vice President of Investor Relations | - |
| Ms. Lori Ney | Chief Human Resources Officer | - |
| Mr. Michael J. Running | Regional President of AMER | 49 |
| Mr. Scott Theune | Chief Quality Officer | 60 |
Audit Risk
2
Board Risk
4
Compensation Risk
1
Shareholder Rights Risk
2
Part 2 · The price and when to enter
This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.
Latest News
Recent headlines for PLXS, sourced from Markets Gazette.
- 4/20/2026POSITIVEThis 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