Amphenol Corporation (APH)vsPalantir Technologies Inc. (PLTR)
APH
Amphenol Corporation
$83.92
+4.57%
TECHNOLOGY · Cap: $206.94B
PLTR
Palantir Technologies Inc.
$167.23
+0.83%
TECHNOLOGY · Cap: $401.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 371% more annual revenue ($29.01B vs $6.16B). PLTR leads profitability with a 49.0% profit margin vs 17.7%. APH appears more attractively valued with a PEG of 0.92. APH earns a higher WallStSmart Score of 79/100 (B+).
APH
Strong Buy79
out of 100
Grade: B+
PLTR
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.3%
Fair Value
$162.31
Current Price
$83.92
$78.39 discount
Margin of Safety
-83.0%
Fair Value
$91.40
Current Price
$167.23
$75.83 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Revenue surging 55.0% year-over-year
Earnings expanding 59.3% YoY
Growing faster than its price suggests
Strong operational efficiency at 29.8%
Mega-cap, among the largest globally
Every $100 of equity generates 31 in profit
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 47.1%
Revenue surging 92.8% year-over-year
Earnings expanding 215.4% YoY
Areas to Watch
Trading at 13.4x book value
Elevated debt levels
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 41.1x book value
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 17.7% and operating margin at 29.8%. Revenue growth of 55.0% demonstrates continued momentum.
Bull Case : PLTR
The strongest argument for PLTR centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 49.0% and operating margin at 47.1%. Revenue growth of 92.8% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are Price/Book, Debt/Equity, P/E Ratio. A P/E of 42.0x leaves little room for execution misses.
Bear Case : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 141.7x leaves little room for execution misses.
Key Dynamics to Monitor
PLTR carries more volatility with a beta of 1.62 — expect wider price swings.
PLTR is growing revenue faster at 92.8% — sustainability is the question.
APH generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APH scores higher overall (79/100 vs 75/100), backed by strong 17.7% margins and 55.0% 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.
Palantir Technologies Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palantir Technologies Inc. creates and implements software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations. The company is headquartered in Denver, Colorado.
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