Amphenol Corporation (APH)vsPalo Alto Networks Inc (PANW)
APH
Amphenol Corporation
$166.31
+1.65%
TECHNOLOGY · Cap: $201.41B
PANW
Palo Alto Networks Inc
$304.20
+9.14%
TECHNOLOGY · Cap: $247.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 144% more annual revenue ($25.90B vs $10.61B). APH leads profitability with a 17.2% profit margin vs 8.0%. APH appears more attractively valued with a PEG of 1.41. APH earns a higher WallStSmart Score of 75/100 (B).
APH
Strong Buy75
out of 100
Grade: B
PANW
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+44.6%
Fair Value
$295.42
Current Price
$166.31
$129.11 discount
Margin of Safety
+35.3%
Fair Value
$470.35
Current Price
$304.20
$166.15 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 32 in profit
Revenue surging 58.4% year-over-year
Strong operational efficiency at 27.3%
Earnings expanding 24.1% YoY
Mega-cap, among the largest globally
Revenue surging 31.1% year-over-year
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Trading at 14.6x book value
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 8.9x book value
ROE of 3.0% — below average capital efficiency
8.0% margin — thin
Weak financial health signals
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 17.2% and operating margin at 27.3%. Revenue growth of 58.4% demonstrates continued momentum.
Bull Case : PANW
The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 31.1% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are Price/Book, Debt/Equity, P/E Ratio. A P/E of 46.9x leaves little room for execution misses.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Return on Equity, Profit Margin. A P/E of 266.8x leaves little room for execution misses.
Key Dynamics to Monitor
APH profiles as a growth stock while PANW is a hypergrowth play — different risk/reward profiles.
APH carries more volatility with a beta of 1.27 — 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 (75/100 vs 47/100), backed by strong 17.2% margins and 58.4% revenue growth. PANW offers better value entry with a 35.3% 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.
Palo Alto Networks Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palo Alto Networks, Inc. provides cybersecurity platform solutions globally. The company is headquartered in Santa Clara, California.
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