Amphenol Corporation (APH)vsEquinix Inc (EQIX)
APH
Amphenol Corporation
$148.38
+3.24%
TECHNOLOGY · Cap: $184.06B
EQIX
Equinix Inc
$1,089.07
+1.18%
REAL ESTATE · Cap: $109.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 149% more annual revenue ($23.09B vs $9.26B). APH leads profitability with a 18.5% profit margin vs 14.6%. APH appears more attractively valued with a PEG of 1.67. APH earns a higher WallStSmart Score of 74/100 (B).
APH
Strong Buy74
out of 100
Grade: B
EQIX
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.1%
Fair Value
$281.58
Current Price
$148.38
$133.20 discount
Margin of Safety
-38.5%
Fair Value
$626.41
Current Price
$1089.07
$462.66 premium
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
Large-cap with strong market position
Strong operational efficiency at 21.5%
Earnings expanding 22.9% YoY
Areas to Watch
Expensive relative to growth rate
Trading at 13.6x book value
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : EQIX
The strongest argument for EQIX centers on Market Cap, Operating Margin, EPS Growth.
Bear Case : APH
The primary concerns for APH are PEG Ratio, Price/Book, P/E Ratio. A P/E of 44.8x leaves little room for execution misses.
Bear Case : EQIX
The primary concerns for EQIX are Debt/Equity, Piotroski F-Score, PEG Ratio. A P/E of 80.7x leaves little room for execution misses. Debt-to-equity of 1.61 is elevated, increasing financial risk.
Key Dynamics to Monitor
APH profiles as a growth stock while EQIX is a value play — different risk/reward profiles.
APH carries more volatility with a beta of 1.26 — 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 (74/100 vs 50/100), backed by strong 18.5% margins and 49.1% 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.
Equinix Inc
REAL ESTATE · REIT - SPECIALTY · USA
Equinix, Inc. is an American multinational company headquartered in Redwood City, California, that specializes in Internet connection and data centers.
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