Amphenol Corporation (APH)vsBel Fuse A Inc (BELFA)
APH
Amphenol Corporation
$169.18
-0.84%
TECHNOLOGY · Cap: $211.25B
BELFA
Bel Fuse A Inc
$233.55
+0.39%
TECHNOLOGY · Cap: $2.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 3799% more annual revenue ($29.01B vs $744.09M). APH leads profitability with a 17.7% profit margin vs 7.2%. APH appears more attractively valued with a PEG of 1.07. APH earns a higher WallStSmart Score of 77/100 (B+).
APH
Strong Buy77
out of 100
Grade: B+
BELFA
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+47.4%
Fair Value
$327.42
Current Price
$169.18
$158.24 discount
Margin of Safety
+1.7%
Fair Value
$225.01
Current Price
$233.55
$8.54 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Revenue surging 55.0% year-over-year
Earnings expanding 59.3% YoY
Strong operational efficiency at 29.8%
Generating 1.2B in free cash flow
Revenue surging 25.2% year-over-year
Areas to Watch
Trading at 13.4x book value
Elevated debt levels
Premium valuation, high expectations priced in
Expensive relative to growth rate
7.2% margin — thin
Premium valuation, high expectations priced in
Earnings declined 11.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : APH
The strongest argument for APH centers on Market Cap, Return on Equity, Revenue Growth. Profitability is solid with margins at 17.7% and operating margin at 29.8%. Revenue growth of 55.0% demonstrates continued momentum.
Bull Case : BELFA
The strongest argument for BELFA centers on Revenue Growth. Revenue growth of 25.2% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are Price/Book, Debt/Equity, P/E Ratio. A P/E of 40.8x leaves little room for execution misses.
Bear Case : BELFA
The primary concerns for BELFA are PEG Ratio, Profit Margin, P/E Ratio. A P/E of 57.2x leaves little room for execution misses.
Key Dynamics to Monitor
BELFA carries more volatility with a beta of 1.38 — expect wider price swings.
APH is growing revenue faster at 55.0% — sustainability is the question.
APH generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APH scores higher overall (77/100 vs 53/100), backed by strong 17.7% margins and 55.0% 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.
Bel Fuse A Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Bel Fuse Inc. designs, manufactures, markets, and sells products used in the networking, telecommunications, high-speed data transmission, commercial aerospace, military, broadcasting, transportation, and consumer electronics industries in the United States, Macao, United States. United. Kingdom, Slovakia, Germany, Switzerland and internationally. The company is headquartered in Jersey City, New Jersey.
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