Amphenol Corporation (APH)vsMethode Electronics Inc (MEI)
APH
Amphenol Corporation
$146.78
+0.88%
TECHNOLOGY · Cap: $182.57B
MEI
Methode Electronics Inc
$13.20
+5.60%
TECHNOLOGY · Cap: $402.84M
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 2548% more annual revenue ($25.90B vs $978.20M). APH leads profitability with a 17.2% profit margin vs -6.6%. MEI appears more attractively valued with a PEG of 0.78. APH earns a higher WallStSmart Score of 74/100 (B).
APH
Strong Buy74
out of 100
Grade: B
MEI
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.5%
Fair Value
$296.26
Current Price
$146.78
$149.48 discount
Margin of Safety
+56.4%
Fair Value
$20.34
Current Price
$13.20
$7.14 discount
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
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
Trading at 12.9x book value
Elevated debt levels
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of -9.5% — below average capital efficiency
Revenue declined 2.6%
Earnings declined 96.6%
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 : MEI
The strongest argument for MEI centers on Price/Book, PEG Ratio. PEG of 0.78 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 42.5x leaves little room for execution misses.
Bear Case : MEI
The primary concerns for MEI are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
APH profiles as a growth stock while MEI is a turnaround play — different risk/reward profiles.
MEI carries more volatility with a beta of 1.59 — 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.
Bottom Line
APH scores higher overall (74/100 vs 46/100), backed by strong 17.2% margins and 58.4% revenue growth. MEI offers better value entry with a 56.4% margin of safety. 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.
Methode Electronics Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Methode Electronics, Inc. designs, manufactures and markets component devices and subsystems globally. The company is headquartered in Chicago, Illinois.
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