Amphenol Corporation (APH)vsFabrinet (FN)
APH
Amphenol Corporation
$77.55
-1.05%
TECHNOLOGY · Cap: $206.94B
FN
Fabrinet
$388.55
+2.00%
TECHNOLOGY · Cap: $14.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 525% more annual revenue ($29.01B vs $4.64B). APH leads profitability with a 17.7% profit margin vs 10.2%. APH appears more attractively valued with a PEG of 0.92. APH earns a higher WallStSmart Score of 79/100 (B+).
APH
Strong Buy79
out of 100
Grade: B+
FN
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+52.1%
Fair Value
$161.85
Current Price
$77.55
$84.30 discount
Intrinsic value data unavailable for FN.
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
Growing faster than its price suggests
Strong operational efficiency at 29.8%
Revenue surging 44.6% year-over-year
Earnings expanding 58.1% YoY
Conservative balance sheet, low leverage
Areas to Watch
Trading at 12.3x book value
Elevated debt levels
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Weak financial health signals
Negative free cash flow — burning cash
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 : FN
The strongest argument for FN centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 44.6% demonstrates continued momentum. PEG of 1.19 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 42.0x leaves little room for execution misses.
Bear Case : FN
The primary concerns for FN are P/E Ratio, Piotroski F-Score, Free Cash Flow.
Key Dynamics to Monitor
APH carries more volatility with a beta of 1.24 — 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.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APH scores higher overall (79/100 vs 71/100), backed by strong 17.7% margins and 55.0% 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.
Fabrinet
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Fabrinet offers optical packaging and precision electronic, electromechanical and optical manufacturing services in North America, Asia-Pacific and Europe. The company is headquartered in George Town, the Cayman Islands.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
Want to dig deeper into these stocks?