Amphenol Corporation (APH)vsPalantir Technologies Inc. (PLTR)
APH
Amphenol Corporation
$166.31
+1.65%
TECHNOLOGY · Cap: $201.41B
PLTR
Palantir Technologies Inc.
$112.93
+2.45%
TECHNOLOGY · Cap: $270.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 396% more annual revenue ($25.90B vs $5.22B). PLTR leads profitability with a 43.7% profit margin vs 17.2%. APH appears more attractively valued with a PEG of 1.41. PLTR earns a higher WallStSmart Score of 75/100 (B).
APH
Strong Buy75
out of 100
Grade: B
PLTR
Strong Buy75
out of 100
Grade: B
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
-48.0%
Fair Value
$76.30
Current Price
$112.93
$36.63 premium
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
Keeps 44 of every $100 in revenue as profit
Strong operational efficiency at 46.2%
Revenue surging 84.7% year-over-year
Earnings expanding 325.0% YoY
Conservative balance sheet, low leverage
Areas to Watch
Trading at 14.6x book value
Elevated debt levels
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 32.0x 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 17.2% and operating margin at 27.3%. Revenue growth of 58.4% demonstrates continued momentum.
Bull Case : PLTR
The strongest argument for PLTR centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 43.7% and operating margin at 46.2%. Revenue growth of 84.7% 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 : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 126.9x leaves little room for execution misses.
Key Dynamics to Monitor
PLTR carries more volatility with a beta of 1.51 — expect wider price swings.
PLTR is growing revenue faster at 84.7% — sustainability is the question.
PLTR generates stronger free cash flow (892M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APH scores higher overall (75/100 vs 75/100), backed by strong 17.2% margins and 58.4% 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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