Amphenol Corporation (APH)vsFidelity National Information Services Inc (FIS)
APH
Amphenol Corporation
$128.73
+0.60%
TECHNOLOGY · Cap: $157.29B
FIS
Fidelity National Information Services Inc
$47.60
-3.13%
TECHNOLOGY · Cap: $25.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 116% more annual revenue ($23.09B vs $10.68B). APH leads profitability with a 18.5% profit margin vs 3.6%. FIS appears more attractively valued with a PEG of 0.28. APH earns a higher WallStSmart Score of 76/100 (B+).
APH
Strong Buy76
out of 100
Grade: B+
FIS
Strong Buy67
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
-41.4%
Fair Value
$34.16
Current Price
$47.60
$13.44 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
Growing faster than its price suggests
Earnings expanding 88.1% YoY
Reasonable price relative to book value
Strong operational efficiency at 24.6%
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.8x book value
ROE of 2.6% — below average capital efficiency
3.6% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
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 : FIS
The strongest argument for FIS centers on PEG Ratio, EPS Growth, Price/Book. PEG of 0.28 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 : FIS
The primary concerns for FIS are Return on Equity, Profit Margin, P/E Ratio. A P/E of 67.3x leaves little room for execution misses. Thin 3.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
APH profiles as a growth stock while FIS 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 67/100), backed by strong 18.5% margins and 49.1% revenue growth. 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.
Fidelity National Information Services Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
FIS is an American Fortune 500 company which offers a wide range of financial products and services. Headquartered in Jacksonville, Florida, FIS employs approximately 63,000 people worldwide. FIS is most known for its development of Financial Technology, or FinTech, and as of Q2 2020 it offers its solutions in three primary segments: Merchant Solutions, Banking Solutions, and Capital Market Solutions.
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