Amphenol Corporation (APH)vsDanaher Corporation (DHR)
APH
Amphenol Corporation
$128.03
-6.29%
TECHNOLOGY · Cap: $168.07B
DHR
Danaher Corporation
$171.16
-2.56%
HEALTHCARE · Cap: $124.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 5% more annual revenue ($25.90B vs $24.78B). APH leads profitability with a 17.2% profit margin vs 14.9%. DHR appears more attractively valued with a PEG of 1.11. APH earns a higher WallStSmart Score of 74/100 (B).
APH
Strong Buy74
out of 100
Grade: B
DHR
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.5%
Fair Value
$313.74
Current Price
$128.03
$185.71 discount
Margin of Safety
-28.4%
Fair Value
$136.83
Current Price
$171.16
$34.33 premium
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
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 22.9%
Generating 1.1B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.3x book value
Premium valuation, high expectations priced in
3.7% revenue growth
ROE of 7.1% — below average capital efficiency
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 : DHR
The strongest argument for DHR centers on Market Cap, Price/Book, Operating Margin. PEG of 1.11 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 : DHR
The primary concerns for DHR are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
APH profiles as a growth stock while DHR is a value play — different risk/reward profiles.
APH 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.
DHR generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
APH scores higher overall (74/100 vs 58/100), backed by strong 17.2% margins and 58.4% 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.
Danaher Corporation
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Danaher Corporation is an American globally diversified conglomerate with its headquarters in Washington, D.C.. The company designs, manufactures, and markets professional, medical, industrial, and commercial products and services. The company's 3 platforms are Life Sciences, Diagnostics, and Environmental & Applied Solutions.
Compare with Other ELECTRONIC COMPONENTS Stocks
Want to dig deeper into these stocks?