Amphenol Corporation (APH)vsBel Fuse B Inc (BELFB)
APH
Amphenol Corporation
$79.68
+0.39%
TECHNOLOGY · Cap: $195.81B
BELFB
Bel Fuse B Inc
$233.49
+1.13%
TECHNOLOGY · Cap: $3.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 4106% more annual revenue ($33.05B vs $785.62M). APH leads profitability with a 17.9% profit margin vs 7.3%. 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+
BELFB
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.0%
Fair Value
$182.03
Current Price
$79.68
$102.35 discount
Intrinsic value data unavailable for BELFB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 35 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 23.2% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.5x book value
Elevated debt levels
3.6% earnings growth
7.3% margin — thin
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 17.9% and operating margin at 29.7%. Revenue growth of 65.1% demonstrates continued momentum.
Bull Case : BELFB
The strongest argument for BELFB centers on Debt/Equity, Revenue Growth. Revenue growth of 23.2% demonstrates continued momentum. PEG of 1.24 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 : BELFB
The primary concerns for BELFB are EPS Growth, Profit Margin, P/E Ratio. A P/E of 54.1x leaves little room for execution misses.
Key Dynamics to Monitor
BELFB carries more volatility with a beta of 1.42 — expect wider price swings.
APH is growing revenue faster at 65.1% — sustainability is the question.
APH generates stronger free cash flow (1.6B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APH scores higher overall (78/100 vs 56/100), 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 B 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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