Amphenol Corporation (APH)vsCanadian Imperial Bank Of Commerce (CM)
APH
Amphenol Corporation
$147.68
-0.47%
TECHNOLOGY · Cap: $153.34B
CM
Canadian Imperial Bank Of Commerce
$108.74
-0.69%
FINANCIAL SERVICES · Cap: $106.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Canadian Imperial Bank Of Commerce generates 8% more annual revenue ($27.91B vs $25.90B). CM leads profitability with a 33.5% profit margin vs 17.2%. APH appears more attractively valued with a PEG of 1.10. APH earns a higher WallStSmart Score of 74/100 (B).
APH
Strong Buy74
out of 100
Grade: B
CM
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+50.3%
Fair Value
$297.15
Current Price
$147.68
$149.47 discount
Intrinsic value data unavailable for CM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 32 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
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 44.7%
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
16.7% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
Trading at 13.0x book value
Elevated debt levels
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
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 : CM
The strongest argument for CM centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 33.5% and operating margin at 44.7%. Revenue growth of 16.7% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book, Debt/Equity.
Bear Case : CM
The primary concerns for CM are PEG Ratio, Free Cash Flow, Altman Z-Score. Debt-to-equity of 2.66 is elevated, increasing financial risk.
Key Dynamics to Monitor
CM carries more volatility with a beta of 1.30 — 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.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APH scores higher overall (74/100 vs 73/100), 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.
Canadian Imperial Bank Of Commerce
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Canadian Imperial Bank of Commerce, a diversified financial institution, offers a variety of financial products and services to personal, commercial, public sector, and institutional clients in Canada, the United States, and internationally. The company is headquartered in Toronto, Canada.
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