Amphenol Corporation (APH)vsMedline Inc. Class A Common Stock (MDLN)
APH
Amphenol Corporation
$122.47
-4.34%
TECHNOLOGY · Cap: $168.07B
MDLN
Medline Inc. Class A Common Stock
$39.25
-0.68%
HEALTHCARE · Cap: $35.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Medline Inc. Class A Common Stock generates 12% more annual revenue ($29.14B vs $25.90B). APH leads profitability with a 17.2% profit margin vs 3.3%. MDLN trades at a lower P/E of 36.7x. APH earns a higher WallStSmart Score of 74/100 (B).
APH
Strong Buy74
out of 100
Grade: B
MDLN
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.3%
Fair Value
$312.78
Current Price
$122.47
$190.31 discount
Margin of Safety
+69.5%
Fair Value
$147.84
Current Price
$39.25
$108.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 37 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 1258.0% YoY
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 10.8x book value
Premium valuation, high expectations priced in
ROE of 6.0% — below average capital efficiency
3.3% margin — thin
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 : MDLN
The strongest argument for MDLN centers on EPS Growth, Price/Book. Revenue growth of 10.7% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book.
Bear Case : MDLN
The primary concerns for MDLN are P/E Ratio, Return on Equity, Profit Margin. Thin 3.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
APH profiles as a growth stock while MDLN is a value play — different risk/reward profiles.
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 52/100), backed by strong 17.2% margins and 58.4% revenue growth. MDLN offers better value entry with a 69.5% margin of safety. 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.
Medline Inc. Class A Common Stock
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Medline Inc. manufactures med-surg products serving the hospital, surgery centers, physician offices, post-acute facilities, and nursing home sites of care in the United States and Internationally. The company is headquartered in Northfield, Illinois.
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