Amphenol Corporation (APH)vsLittelfuse Inc (LFUS)
APH
Amphenol Corporation
$162.78
+2.57%
TECHNOLOGY · Cap: $195.10B
LFUS
Littelfuse Inc
$489.10
-4.77%
TECHNOLOGY · Cap: $11.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 941% more annual revenue ($25.90B vs $2.49B). APH leads profitability with a 17.2% profit margin vs -1.6%. APH appears more attractively valued with a PEG of 1.32. APH earns a higher WallStSmart Score of 74/100 (B).
APH
Strong Buy74
out of 100
Grade: B
LFUS
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+43.8%
Fair Value
$295.42
Current Price
$162.78
$132.64 discount
Margin of Safety
-58.0%
Fair Value
$226.57
Current Price
$489.10
$262.53 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 32 in profit
Revenue surging 58.4% year-over-year
Large-cap with strong market position
Strong operational efficiency at 27.3%
Earnings expanding 24.1% YoY
Earnings expanding 69.1% YoY
Conservative balance sheet, low leverage
18.5% revenue growth
Areas to Watch
Trading at 14.3x book value
Elevated debt levels
Premium valuation, high expectations priced in
Expensive relative to growth rate
ROE of -1.6% — below average capital efficiency
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : APH
The strongest argument for APH centers on Return on Equity, Revenue Growth, Market Cap. Profitability is solid with margins at 17.2% and operating margin at 27.3%. Revenue growth of 58.4% demonstrates continued momentum.
Bull Case : LFUS
The strongest argument for LFUS centers on EPS Growth, Debt/Equity, Revenue Growth. Revenue growth of 18.5% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are Price/Book, Debt/Equity, P/E Ratio. A P/E of 45.7x leaves little room for execution misses.
Bear Case : LFUS
The primary concerns for LFUS are PEG Ratio, Return on Equity, Profit Margin.
Key Dynamics to Monitor
LFUS carries more volatility with a beta of 1.49 — expect wider price swings.
APH is growing revenue faster at 58.4% — sustainability is the question.
APH generates stronger free cash flow (830M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APH scores higher overall (74/100 vs 50/100), backed by strong 17.2% margins and 58.4% 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.
Littelfuse Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Littelfuse, Inc. manufactures and sells circuit protection, power control, and sensing products in Asia-Pacific, the Americas, and Europe. The company is headquartered in Chicago, Illinois.
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