Amphenol Corporation (APH)vsDeswell Industries Inc (DSWL)
APH
Amphenol Corporation
$161.40
+0.02%
TECHNOLOGY · Cap: $210.68B
DSWL
Deswell Industries Inc
$2.97
-4.19%
TECHNOLOGY · Cap: $48.93M
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 47203% more annual revenue ($29.01B vs $61.33M). APH leads profitability with a 17.7% profit margin vs 17.3%. DSWL appears more attractively valued with a PEG of 0.89. APH earns a higher WallStSmart Score of 77/100 (B+).
APH
Strong Buy77
out of 100
Grade: B+
DSWL
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+52.2%
Fair Value
$325.58
Current Price
$161.40
$164.18 discount
Margin of Safety
-43.4%
Fair Value
$2.51
Current Price
$2.97
$0.46 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Revenue surging 55.0% year-over-year
Earnings expanding 59.3% YoY
Strong operational efficiency at 29.8%
Generating 1.2B in free cash flow
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 12.8x book value
Elevated debt levels
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Operating margin of 0.2%
Weak financial health signals
Revenue declined 13.4%
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 17.7% and operating margin at 29.8%. Revenue growth of 55.0% 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 0.2%. 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 41.9x leaves little room for execution misses.
Bear Case : DSWL
The primary concerns for DSWL are Market Cap, Operating Margin, Piotroski F-Score.
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 1.25 — expect wider price swings.
APH is growing revenue faster at 55.0% — sustainability is the question.
APH generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
APH scores higher overall (77/100 vs 53/100), backed by strong 17.7% margins and 55.0% 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.
Compare with Other ELECTRONIC COMPONENTS Stocks
Want to dig deeper into these stocks?