Amphenol Corporation (APH)vsCelestica Inc. (CLS)
APH
Amphenol Corporation
$141.03
-0.89%
TECHNOLOGY · Cap: $174.95B
CLS
Celestica Inc.
$420.73
+0.43%
TECHNOLOGY · Cap: $48.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 88% more annual revenue ($25.90B vs $13.79B). APH leads profitability with a 17.2% profit margin vs 7.0%. CLS appears more attractively valued with a PEG of 1.00. APH earns a higher WallStSmart Score of 74/100 (B).
APH
Strong Buy74
out of 100
Grade: B
CLS
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.5%
Fair Value
$313.95
Current Price
$141.03
$172.92 discount
Intrinsic value data unavailable for CLS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 37 in profit
Revenue surging 58.4% year-over-year
Large-cap with strong market position
Strong operational efficiency at 27.3%
Earnings expanding 24.1% YoY
Every $100 of equity generates 52 in profit
Revenue surging 52.8% year-over-year
Earnings expanding 147.3% YoY
Growing faster than its price suggests
Areas to Watch
Trading at 12.9x book value
Premium valuation, high expectations priced in
7.0% margin — thin
Premium valuation, high expectations priced in
Trading at 23.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : APH
The strongest argument for APH centers on Return on Equity, Revenue Growth, Market Cap. Profitability is solid with margins at 17.2% and operating margin at 27.3%. Revenue growth of 58.4% demonstrates continued momentum.
Bull Case : CLS
The strongest argument for CLS centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 52.8% demonstrates continued momentum. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bear Case : APH
The primary concerns for APH are Price/Book, P/E Ratio. A P/E of 40.8x leaves little room for execution misses.
Bear Case : CLS
The primary concerns for CLS are Profit Margin, P/E Ratio, Price/Book. A P/E of 50.8x leaves little room for execution misses.
Key Dynamics to Monitor
APH profiles as a growth stock while CLS is a hypergrowth play — different risk/reward profiles.
CLS carries more volatility with a beta of 1.35 — expect wider price swings.
APH is growing revenue faster at 58.4% — sustainability is the question.
APH generates stronger free cash flow (830M), providing more financial flexibility.
Bottom Line
APH scores higher overall (74/100 vs 68/100), backed by strong 17.2% margins and 58.4% revenue growth. Both earn "Strong Buy" and "Strong 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.
Celestica Inc.
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Celestica Inc. provides hardware platforms and supply chain solutions in North America, Europe, and Asia. The company is headquartered in Toronto, Canada.
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