Amphenol Corporation (APH)vsFabrinet (FN)
APH
Amphenol Corporation
$74.59
+4.12%
TECHNOLOGY · Cap: $195.81B
FN
Fabrinet
$327.13
+11.66%
TECHNOLOGY · Cap: $13.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 612% more annual revenue ($33.05B vs $4.64B). APH leads profitability with a 17.9% profit margin vs 10.2%. APH appears more attractively valued with a PEG of 0.80. APH earns a higher WallStSmart Score of 78/100 (B+).
APH
Strong Buy78
out of 100
Grade: B+
FN
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+56.6%
Fair Value
$182.59
Current Price
$74.59
$108.00 discount
Intrinsic value data unavailable for FN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Revenue surging 65.1% year-over-year
Earnings expanding 62.9% YoY
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 29.7%
Revenue surging 44.6% year-over-year
Earnings expanding 58.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Premium valuation, high expectations priced in
Trading at 10.7x book value
Elevated debt levels
Moderate valuation
Weak financial health signals
Negative free cash flow — burning cash
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 17.9% and operating margin at 29.7%. Revenue growth of 65.1% 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 P/E Ratio, Price/Book, Debt/Equity.
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 65.1% — 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 (78/100 vs 71/100), backed by strong 17.9% margins and 65.1% 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.
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.
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