Amphenol Corporation (APH)vsCTS Corporation (CTS)
APH
Amphenol Corporation
$128.73
+0.60%
TECHNOLOGY · Cap: $157.29B
CTS
CTS Corporation
$50.34
+0.60%
TECHNOLOGY · Cap: $1.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 4166% more annual revenue ($23.09B vs $541.32M). APH leads profitability with a 18.5% profit margin vs 12.1%. CTS appears more attractively valued with a PEG of 1.20. APH earns a higher WallStSmart Score of 76/100 (B+).
APH
Strong Buy76
out of 100
Grade: B+
CTS
Strong Buy65
out of 100
Grade: B-
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
+45.7%
Fair Value
$105.30
Current Price
$50.34
$54.96 discount
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
Earnings expanding 76.3% YoY
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.8x book value
Smaller company, higher risk/reward
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 : CTS
The strongest argument for CTS centers on EPS Growth, Price/Book. PEG of 1.20 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 : CTS
The primary concerns for CTS are Market Cap.
Key Dynamics to Monitor
APH profiles as a growth stock while CTS 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.
APH generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
APH scores higher overall (76/100 vs 65/100), backed by strong 18.5% margins and 49.1% revenue growth. CTS offers better value entry with a 45.7% margin of safety. 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.
CTS Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
CTS Corporation manufactures and sells sensors, actuators, and connectivity components in North America, Europe, and Asia. The company is headquartered in Lisle, Illinois.
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