Amphenol Corporation (APH)vsOmnicom Group Inc (OMC)
APH
Amphenol Corporation
$122.47
-4.34%
TECHNOLOGY · Cap: $168.07B
OMC
Omnicom Group Inc
$75.15
-2.48%
COMMUNICATION SERVICES · Cap: $21.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 31% more annual revenue ($25.90B vs $19.82B). APH leads profitability with a 17.2% profit margin vs 0.3%. APH appears more attractively valued with a PEG of 1.17. APH earns a higher WallStSmart Score of 74/100 (B).
APH
Strong Buy74
out of 100
Grade: B
OMC
Buy51
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
+23.7%
Fair Value
$90.88
Current Price
$75.15
$15.73 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
Revenue surging 69.2% year-over-year
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 10.8x book value
ROE of 2.0% — below average capital efficiency
0.3% margin — thin
Weak financial health signals
Expensive relative to growth rate
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 : OMC
The strongest argument for OMC centers on Revenue Growth, Price/Book. Revenue growth of 69.2% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book.
Bear Case : OMC
The primary concerns for OMC are Return on Equity, Profit Margin, Piotroski F-Score. Thin 0.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
APH profiles as a growth stock while OMC is a hypergrowth play — different risk/reward profiles.
APH carries more volatility with a beta of 1.30 — expect wider price swings.
OMC is growing revenue faster at 69.2% — sustainability is the question.
APH generates stronger free cash flow (830M), providing more financial flexibility.
Bottom Line
APH scores higher overall (74/100 vs 51/100), backed by strong 17.2% margins and 58.4% revenue growth. OMC offers better value entry with a 23.7% 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.
Omnicom Group Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Omnicom Group Inc. is an American global media, marketing and corporate communications holding company, headquartered in New York City.
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