Amphenol Corporation (APH)vsBritish American Tobacco p.l.c. (BTI)
APH
Amphenol Corporation
$128.73
+0.60%
TECHNOLOGY · Cap: $157.29B
BTI
British American Tobacco p.l.c.
$57.76
-0.28%
CONSUMER DEFENSIVE · Cap: $125.28B
Smart Verdict
WallStSmart Research — data-driven comparison
British American Tobacco p.l.c. generates 11% more annual revenue ($25.61B vs $23.09B). BTI leads profitability with a 30.3% profit margin vs 18.5%. BTI appears more attractively valued with a PEG of 0.41. APH earns a higher WallStSmart Score of 76/100 (B+).
APH
Strong Buy76
out of 100
Grade: B+
BTI
Buy64
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
-39.2%
Fair Value
$43.34
Current Price
$57.76
$14.42 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
Growing faster than its price suggests
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 34.6%
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.8x book value
0.1% revenue growth
1.6% earnings growth
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 : BTI
The strongest argument for BTI centers on PEG Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 30.3% and operating margin at 34.6%. PEG of 0.41 suggests the stock is reasonably priced for its growth.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book.
Bear Case : BTI
The primary concerns for BTI are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
APH profiles as a growth stock while BTI is a value play — different risk/reward profiles.
APH carries more volatility with a beta of 1.21 — expect wider price swings.
APH is growing revenue faster at 49.1% — sustainability is the question.
BTI generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
APH scores higher overall (76/100 vs 64/100), 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.
British American Tobacco p.l.c.
CONSUMER DEFENSIVE · TOBACCO · USA
British American Tobacco plc offers tobacco and nicotine products to consumers around the world. The company is headquartered in London, the United Kingdom.
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