TE CONNECTIVITY PLC
TEL · Industrials · $59.6B mkt cap · FY2025 filings · Narrow moat
On the watchlist
The four filters
Pricing power57
Median gross margin 33.2% over 10y, very stable.
Returns on capital74
Median ROIC 14.9%, above the 9% hurdle in 90% of years.
Balance-sheet safety85
Net debt/EBITDA 1.1x, interest coverage 42x.
Capital discipline54
Owner earnings -1.0%/yr, share count shrinking (buybacks).
Margin of safety
Above valueOn sale
- Owner earnings (normalized)
- $2.3B
- Est. intrinsic value / share
- $88.38
- Recent price
- $202.50
- Discount to value
- 129% above value
Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).
Moat Score history
Score history begins 2026-07-17. Check back as the record builds.
Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.