Amphenol Corporation (APH)vsLSI Industries Inc (LYTS)
APH
Amphenol Corporation
$83.92
+4.57%
TECHNOLOGY · Cap: $206.94B
LYTS
LSI Industries Inc
$20.03
+2.25%
TECHNOLOGY · Cap: $753.80M
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 4108% more annual revenue ($29.01B vs $689.40M). APH leads profitability with a 17.7% profit margin vs 3.3%. LYTS appears more attractively valued with a PEG of 0.40. APH earns a higher WallStSmart Score of 79/100 (B+).
APH
Strong Buy79
out of 100
Grade: B+
LYTS
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.3%
Fair Value
$162.31
Current Price
$83.92
$78.39 discount
Intrinsic value data unavailable for LYTS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Revenue surging 55.0% year-over-year
Earnings expanding 59.3% YoY
Growing faster than its price suggests
Strong operational efficiency at 29.8%
Growing faster than its price suggests
Revenue surging 51.3% year-over-year
Reasonable price relative to book value
Areas to Watch
Trading at 13.4x book value
Elevated debt levels
Premium valuation, high expectations priced in
Moderate valuation
Smaller company, higher risk/reward
ROE of 5.1% — below average capital efficiency
3.3% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : APH
The strongest argument for APH centers on Market Cap, Return on Equity, Revenue Growth. Profitability is solid with margins at 17.7% and operating margin at 29.8%. Revenue growth of 55.0% demonstrates continued momentum.
Bull Case : LYTS
The strongest argument for LYTS centers on PEG Ratio, Revenue Growth, Price/Book. Revenue growth of 51.3% demonstrates continued momentum. PEG of 0.40 suggests the stock is reasonably priced for its growth.
Bear Case : APH
The primary concerns for APH are Price/Book, Debt/Equity, P/E Ratio. A P/E of 42.0x leaves little room for execution misses.
Bear Case : LYTS
The primary concerns for LYTS are P/E Ratio, Market Cap, Return on Equity. Thin 3.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
APH profiles as a growth stock while LYTS is a hypergrowth play — different risk/reward profiles.
APH carries more volatility with a beta of 1.24 — expect wider price swings.
APH is growing revenue faster at 55.0% — sustainability is the question.
APH generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
APH scores higher overall (79/100 vs 56/100), backed by strong 17.7% margins and 55.0% 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.
LSI Industries Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
LSI Industries Inc. offers corporate image solutions in the United States, Canada, Mexico, Australia, and Latin America. The company is headquartered in Cincinnati, Ohio.
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