LearnGlossaryMarketStocksSuperinvestorsSign in

PLXS

Plexus Corp.

Technology · $6.6B market cap

Verdict

Share price

$273.13

close of Oct 3, 2026

Fair value

$124.29

Sticker Price

Payback Price

$49.71

buy price

Overpriced

PLXS is Overpriced: at $273.13 it trades 120% above its fair value of $124.29. Its buy price (Payback Price) is $49.71, 82% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.

How we valued it

Owner Earnings. Earnings grow slowly (under 7% a year), but cash flow is steady, so we value it on its cash flow instead of its earnings.

Business quality

0 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth4.4% a year✗
Equity per share growth8.9% a year✗
Sales growth5.5% a year✗
Free cash flow growth5.1% a year✗
Return on invested capital9.8%✗

Follow PLXS

Get notified when it reaches its buy price of $49.71. Free.

Create a free account

Superinvestors

2 of the investors we track hold PLXS. In Q2 2026, 1 added and 1 trimmed. Who we track

First Eagle Investment Management

First Eagle Investment Management · as of Q2 2026

$27.7M

92,077 shares

Mairs & Power Funds

Mairs & Power Funds · as of Q2 2026

$11.8M

39,276 shares

Moves in Q2 2026

Added: First Eagle Investment Management

Trimmed: Mairs & Power Funds

Insider activity

Since Jun 17, 2026: no open-market purchases and 11 sales worth $2.4M. Why purchases matter

Sales

Rapp Karen Marie

director · 2026-08-31

Sold

$120K

Kelsey Todd P.

President & CEO · 2026-08-19

Sold

$126K

Kelsey Todd P.

President & CEO · 2026-08-19

Sold

$171K

Kelsey Todd P.

President & CEO · 2026-08-19

Sold

$79K

SCHROCK MICHAEL V

director · 2026-08-11

Sold

$1.1M

Show all 11 sales

Kelsey Todd P.

President & CEO · 2026-07-15

Sold

$261K

Kelsey Todd P.

President & CEO · 2026-07-15

Sold

$130K

Kelsey Todd P.

President & CEO · 2026-06-17

Sold

$104K

Kelsey Todd P.

President & CEO · 2026-06-17

Sold

$221K

Kelsey Todd P.

President & CEO · 2026-06-17

Sold

$88K

Kelsey Todd P.

President & CEO · 2026-06-17

Sold

$29K

About Plexus Corp.

Operating globally across the Americas, Europe, the Middle East, Africa, and the Asia-Pacific regions, Plexus Corp. and its subsidiaries specialize in delivering advanced electronic manufacturing solutions. The company provides a comprehensive range of services, including design and development, efficient supply chain management, support for new product introductions, and core manufacturing capabilities, alongside…

Hardware, Equipment & Parts

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works