Amphenol Corporation (APH)vsKenon Holdings (KEN)
APH
Amphenol Corporation
$128.73
+0.60%
TECHNOLOGY · Cap: $157.29B
KEN
Kenon Holdings
$81.36
+1.74%
UTILITIES · Cap: $4.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 2883% more annual revenue ($23.09B vs $774.30M). KEN leads profitability with a 63.8% profit margin vs 18.5%. APH earns a higher WallStSmart Score of 76/100 (B+).
APH
Strong Buy76
out of 100
Grade: B+
KEN
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.8%
Fair Value
$156.78
Current Price
$128.73
$28.05 discount
Intrinsic value data unavailable for KEN.
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
Keeps 64 of every $100 in revenue as profit
Every $100 of equity generates 24 in profit
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.8x book value
Earnings declined 95.6%
Operating margin of -1.0%
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 : KEN
The strongest argument for KEN centers on Profit Margin, Return on Equity. Profitability is solid with margins at 63.8% and operating margin at -1.0%.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book.
Bear Case : KEN
The primary concerns for KEN are EPS Growth, Operating Margin.
Key Dynamics to Monitor
APH profiles as a growth stock while KEN is a mature 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 44/100), backed by strong 18.5% margins and 49.1% revenue growth. Both earn "Strong Buy" and "Hold" 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.
Kenon Holdings
UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA
Kenon Holdings Ltd., is the owner, developer and operator of power generation facilities in Israel and internationally. The company is headquartered in Singapore.
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