Amphenol Corporation (APH)vsThe Boeing Company (BA)
APH
Amphenol Corporation
$128.73
+0.60%
TECHNOLOGY · Cap: $157.29B
BA
The Boeing Company
$199.61
+1.62%
INDUSTRIALS · Cap: $154.36B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 287% more annual revenue ($89.46B vs $23.09B). APH leads profitability with a 18.5% profit margin vs 2.5%. APH appears more attractively valued with a PEG of 1.41. APH earns a higher WallStSmart Score of 76/100 (B+).
APH
Strong Buy76
out of 100
Grade: B+
BA
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.8%
Fair Value
$156.78
Current Price
$128.73
$28.05 discount
Margin of Safety
-1083.9%
Fair Value
$16.86
Current Price
$199.61
$182.75 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 37 in profit
Revenue surging 49.1% year-over-year
Earnings expanding 57.6% YoY
Large-cap with strong market position
Strong operational efficiency at 27.5%
Generating 1.5B in free cash flow
Revenue surging 57.1% year-over-year
Large-cap with strong market position
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.8x book value
ROE of 2.9% — below average capital efficiency
2.5% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : APH
The strongest argument for APH centers on Return on Equity, Revenue Growth, EPS Growth. Profitability is solid with margins at 18.5% and operating margin at 27.5%. Revenue growth of 49.1% demonstrates continued momentum.
Bull Case : BA
The strongest argument for BA centers on Revenue Growth, Market Cap. Revenue growth of 57.1% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book.
Bear Case : BA
The primary concerns for BA are Return on Equity, Profit Margin, PEG Ratio. A P/E of 79.2x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Key Dynamics to Monitor
APH profiles as a growth stock while BA is a hypergrowth play — different risk/reward profiles.
APH carries more volatility with a beta of 1.21 — expect wider price swings.
BA is growing revenue faster at 57.1% — sustainability is the question.
APH generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
APH scores higher overall (76/100 vs 51/100), backed by strong 18.5% margins and 49.1% revenue growth. Both earn "Strong Buy" and "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.
The Boeing Company
INDUSTRIALS · AEROSPACE & DEFENSE · USA
The Boeing Company is an American multinational corporation that designs, manufactures, and sells airplanes, rotorcraft, rockets, satellites, telecommunications equipment, and missiles worldwide. The company also provides leasing and product support services.
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