TE Connectivity

Methodology

TE Connectivity's connectors and sensors serve automotive, industrial, and data applications creating earnings sensitivity to auto production and capital spending cycles. Electric vehicle content growth provides visibility. The calculation works when normalizing for automotive cycles and focusing on electrification content gains beyond unit volume impacts.

Methodology

TE Connectivity typically trades at moderate PEG ratios reflecting automotive cycle exposure offset by EV content growth and industrial diversification. The metric should account for auto production cycles and electrification adoption rates. Compare to automotive suppliers and connector specialists while considering TE's broadmarket positioning.

Methodology

TE Connectivity offers a meaningful dividend with management balancing capital returns against strategic investments. The dividend adds value to total returns for this diversified connector supplier. PEGY better reflects total return expectations combining automotive electrification growth with reliable dividend income.