Amphenol Corporation (APH)vsDeswell Industries Inc (DSWL)
APH
Amphenol Corporation
$166.90
+1.35%
TECHNOLOGY · Cap: $201.41B
DSWL
Deswell Industries Inc
$3.46
-1.21%
TECHNOLOGY · Cap: $59.89M
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 42135% more annual revenue ($25.90B vs $61.33M). DSWL leads profitability with a 17.3% profit margin vs 17.2%. DSWL appears more attractively valued with a PEG of 0.89. APH earns a higher WallStSmart Score of 75/100 (B).
APH
Strong Buy75
out of 100
Grade: B
DSWL
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+44.1%
Fair Value
$294.62
Current Price
$166.90
$127.72 discount
Margin of Safety
-44.0%
Fair Value
$2.50
Current Price
$3.46
$0.96 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 32 in profit
Revenue surging 58.4% year-over-year
Strong operational efficiency at 27.3%
Earnings expanding 24.1% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
Trading at 14.7x book value
Elevated debt levels
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Weak financial health signals
Revenue declined 13.4%
Earnings declined 37.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : APH
The strongest argument for APH centers on Market Cap, Return on Equity, Revenue Growth. Profitability is solid with margins at 17.2% and operating margin at 27.3%. Revenue growth of 58.4% demonstrates continued momentum.
Bull Case : DSWL
The strongest argument for DSWL centers on P/E Ratio, Price/Book, Altman Z-Score. Profitability is solid with margins at 17.3% and operating margin at -1.8%. PEG of 0.89 suggests the stock is reasonably priced for its growth.
Bear Case : APH
The primary concerns for APH are Price/Book, Debt/Equity, P/E Ratio. A P/E of 46.9x leaves little room for execution misses.
Bear Case : DSWL
The primary concerns for DSWL are Market Cap, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
APH profiles as a growth stock while DSWL is a declining play — different risk/reward profiles.
APH carries more volatility with a beta of 1.27 — 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 (75/100 vs 52/100), 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.
Deswell Industries Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · China
Deswell Industries, Inc. manufactures and sells injection molded plastic parts and components, electronic products and sub-assemblies, and metal molds and accessory parts to original equipment manufacturers and contractors. The company is headquartered in Macau.
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