Amphenol Corporation (APH)vsBel Fuse A Inc (BELFA)
APH
Amphenol Corporation
$74.59
+4.12%
TECHNOLOGY · Cap: $195.81B
BELFA
Bel Fuse A Inc
$164.18
+6.09%
TECHNOLOGY · Cap: $2.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 4341% more annual revenue ($33.05B vs $744.09M). APH leads profitability with a 17.9% profit margin vs 7.2%. APH appears more attractively valued with a PEG of 0.80. APH earns a higher WallStSmart Score of 78/100 (B+).
APH
Strong Buy78
out of 100
Grade: B+
BELFA
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+56.6%
Fair Value
$182.59
Current Price
$74.59
$108.00 discount
Margin of Safety
+14.9%
Fair Value
$260.03
Current Price
$164.18
$95.85 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Revenue surging 65.1% year-over-year
Earnings expanding 62.9% YoY
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 29.7%
Conservative balance sheet, low leverage
Revenue surging 25.2% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Trading at 10.7x book value
Elevated debt levels
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 Return on Equity, Revenue Growth, EPS Growth. Profitability is solid with margins at 17.9% and operating margin at 29.7%. Revenue growth of 65.1% demonstrates continued momentum.
Bull Case : BELFA
The strongest argument for BELFA centers on Debt/Equity, Revenue Growth. Revenue growth of 25.2% demonstrates continued momentum. PEG of 1.25 suggests the stock is reasonably priced for its growth.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book, Debt/Equity.
Bear Case : BELFA
The primary concerns for BELFA are Profit Margin, P/E Ratio, EPS Growth. A P/E of 43.8x leaves little room for execution misses.
Key Dynamics to Monitor
BELFA carries more volatility with a beta of 1.37 — expect wider price swings.
APH is growing revenue faster at 65.1% — 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 (78/100 vs 57/100), backed by strong 17.9% margins and 65.1% 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.
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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