Amphenol Corporation (APH)vsCorning Incorporated (GLW)
APH
Amphenol Corporation
$74.59
+4.12%
TECHNOLOGY · Cap: $195.81B
GLW
Corning Incorporated
$106.11
+2.61%
TECHNOLOGY · Cap: $106.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 87% more annual revenue ($33.05B vs $17.72B). APH leads profitability with a 17.9% profit margin vs 12.1%. GLW appears more attractively valued with a PEG of 0.71. APH earns a higher WallStSmart Score of 78/100 (B+).
APH
Strong Buy78
out of 100
Grade: B+
GLW
Strong Buy67
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 GLW.
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%
Earnings expanding 56.0% YoY
Large-cap with strong market position
Growing faster than its price suggests
18.4% revenue growth
Generating 1.3B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 10.7x book value
Elevated debt levels
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 17.9% and operating margin at 29.7%. Revenue growth of 65.1% demonstrates continued momentum.
Bull Case : GLW
The strongest argument for GLW centers on EPS Growth, Market Cap, PEG Ratio. Revenue growth of 18.4% demonstrates continued momentum. PEG of 0.71 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 : GLW
The primary concerns for GLW are P/E Ratio. A P/E of 49.9x leaves little room for execution misses.
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.
GLW generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APH scores higher overall (78/100 vs 67/100), 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.
Corning Incorporated
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Corning Incorporated is an American multinational technology company that specializes in specialty glass, ceramics, and related materials and technologies including advanced optics, primarily for industrial and scientific applications.
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