Amphenol Corporation (APH)vsKnowles Cor (KN)
APH
Amphenol Corporation
$128.73
+0.60%
TECHNOLOGY · Cap: $157.29B
KN
Knowles Cor
$26.65
+1.33%
TECHNOLOGY · Cap: $2.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 3793% more annual revenue ($23.09B vs $593.20M). APH leads profitability with a 18.5% profit margin vs 7.5%. KN appears more attractively valued with a PEG of 1.12. APH earns a higher WallStSmart Score of 76/100 (B+).
APH
Strong Buy76
out of 100
Grade: B+
KN
Buy61
out of 100
Grade: C+
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
-63.9%
Fair Value
$16.47
Current Price
$26.65
$10.18 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
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.8x book value
Grey zone — moderate risk
ROE of 6.7% — below average capital efficiency
7.5% margin — thin
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 18.5% and operating margin at 27.5%. Revenue growth of 49.1% demonstrates continued momentum.
Bull Case : KN
The strongest argument for KN centers on Debt/Equity, Price/Book. Revenue growth of 13.8% demonstrates continued momentum. PEG of 1.12 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 : KN
The primary concerns for KN are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 46.0x leaves little room for execution misses.
Key Dynamics to Monitor
APH profiles as a growth stock while KN is a value play — different risk/reward profiles.
KN carries more volatility with a beta of 1.50 — 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 61/100), backed by strong 18.5% margins and 49.1% revenue growth. Both earn "Strong Buy" and "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.
Knowles Cor
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Knowles Corporation designs, manufactures and sells microacoustic, audio processing and precision device solutions for the mobile consumer electronics, communications, medical technology, defense, electric and industrial vehicle markets. The company is headquartered in Itasca, Illinois.
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