Amphenol Corporation (APH)vsMeta Platforms Inc. (META)
APH
Amphenol Corporation
$128.73
+0.60%
TECHNOLOGY · Cap: $157.29B
META
Meta Platforms Inc.
$594.89
+0.33%
COMMUNICATION SERVICES · Cap: $1.50T
Smart Verdict
WallStSmart Research — data-driven comparison
Meta Platforms Inc. generates 770% more annual revenue ($200.97B vs $23.09B). META leads profitability with a 30.1% profit margin vs 18.5%. META appears more attractively valued with a PEG of 0.97. META earns a higher WallStSmart Score of 77/100 (B+).
APH
Strong Buy76
out of 100
Grade: B+
META
Strong Buy77
out of 100
Grade: B+
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
-5.4%
Fair Value
$562.36
Current Price
$594.89
$32.53 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
Mega-cap, among the largest globally
Every $100 of equity generates 30 in profit
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 41.3%
Generating 14.8B in free cash flow
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.8x book value
Moderate valuation
Weak financial health signals
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 : META
The strongest argument for META centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 30.1% and operating margin at 41.3%. Revenue growth of 23.8% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book.
Bear Case : META
The primary concerns for META are P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
META carries more volatility with a beta of 1.28 — expect wider price swings.
APH is growing revenue faster at 49.1% — sustainability is the question.
META generates stronger free cash flow (14.8B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
META scores higher overall (77/100 vs 76/100), backed by strong 30.1% margins and 23.8% revenue growth. Both earn "Strong Buy" and "Strong 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.
Meta Platforms Inc.
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Meta Platforms, Inc. develops products that enable people to connect and share with friends and family through mobile devices, PCs, virtual reality headsets, wearables and home devices around the world. The company is headquartered in Menlo Park, California.
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