ERIC vs TEL
Telefonaktiebolaget LM Ericsson (publ) vs TE Connectivity — AI-powered side-by-side comparison
ERIC
Telefonaktiebolaget LM Ericsson (publ)
63
Buy
VS
TEL
TE Connectivity
67
Buy
| Metric | ERIC | TEL |
|---|
| AI Score |
63
|
67
|
| Price |
$10.06
|
$218.62
|
| P/E Ratio |
12.98×
|
21.25×
|
| ROE |
24.4%
|
14.6%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
48.1%
|
35.4%
|
| Debt / Equity |
0.38×
|
0.43×
|
| Dividend Yield |
3.0%
|
1.3%
|
| RSI (14) |
51.3
|
58.9
|
| Beta |
0.521
|
1.162
|
| Expected Upside |
—
|
+4.3%
|
AI Committee View
Current Innellis committee reasoning for ERIC versus TEL.
TEL leads by 4 points.
TEL scores 67/100 (Buy) versus ERIC at 63/100 (Buy).
ERIC Committee View
60% agreement
5 analysts
Positive signals support the current rating — vix regime is low -- calm backdrop supports risk-taking. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- P/E of 12.8 is inexpensive for the broad market — Value
- ROE of 25.1% shows genuine earnings power backing the valuation — Value
- Dividend yield of 3.1% pays you to wait — Value
Bear Case
- Revenue declining -7.5% YoY -- this is not a growth story right now — Growth
TEL Committee View
60% agreement
5 analysts
Positive signals support the current rating — eps growing 111.1% yoy. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- ROE of 23.2% shows genuine earnings power backing the valuation — Value
- EPS growing 111.1% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Price-to-book of 5.1x prices in significant intangible value — Value