Amphenol Corporation (APH)vsBarrick Mining Corporation (B)
APH
Amphenol Corporation
$128.03
-6.29%
TECHNOLOGY · Cap: $168.07B
B
Barrick Mining Corporation
$43.13
+3.08%
BASIC MATERIALS · Cap: $70.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 53% more annual revenue ($25.90B vs $16.96B). B leads profitability with a 29.4% profit margin vs 17.2%. APH appears more attractively valued with a PEG of 1.17. B earns a higher WallStSmart Score of 78/100 (B+).
APH
Strong Buy74
out of 100
Grade: B
B
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.5%
Fair Value
$313.74
Current Price
$128.03
$185.71 discount
Margin of Safety
+84.9%
Fair Value
$316.39
Current Price
$43.13
$273.26 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 37 in profit
Revenue surging 58.4% year-over-year
Large-cap with strong market position
Strong operational efficiency at 27.3%
Earnings expanding 24.1% YoY
Strong operational efficiency at 52.6%
Revenue surging 64.5% year-over-year
Earnings expanding 150.0% YoY
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Keeps 29 of every $100 in revenue as profit
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.3x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : APH
The strongest argument for APH centers on Return on Equity, Revenue Growth, Market Cap. Profitability is solid with margins at 17.2% and operating margin at 27.3%. Revenue growth of 58.4% demonstrates continued momentum.
Bull Case : B
The strongest argument for B centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 29.4% and operating margin at 52.6%. Revenue growth of 64.5% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book.
Bear Case : B
The primary concerns for B are PEG Ratio.
Key Dynamics to Monitor
APH carries more volatility with a beta of 1.30 — expect wider price swings.
B is growing revenue faster at 64.5% — sustainability is the question.
B generates stronger free cash flow (1.4B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
B scores higher overall (78/100 vs 74/100), backed by strong 29.4% margins and 64.5% revenue growth. APH offers better value entry with a 53.5% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Amphenol Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Amphenol Corporation is a major producer of electronic and fiber optic connectors, cable and interconnect systems such as coaxial cables. Amphenol is a portmanteau from the corporation's original name, American Phenolic Corp.
Barrick Mining Corporation
BASIC MATERIALS · GOLD · USA
Barnes Group Inc. provides engineering products, industrial technologies, and solutions in the United States and internationally. The company is headquartered in Bristol, Connecticut.
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