Amphenol Corporation (APH)vsPNC Financial Services Group Inc (PNC)
APH
Amphenol Corporation
$128.03
-6.29%
TECHNOLOGY · Cap: $168.07B
PNC
PNC Financial Services Group Inc
$216.85
-1.11%
FINANCIAL SERVICES · Cap: $88.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 12% more annual revenue ($25.90B vs $23.04B). PNC leads profitability with a 31.3% profit margin vs 17.2%. APH appears more attractively valued with a PEG of 1.17. PNC earns a higher WallStSmart Score of 75/100 (B).
APH
Strong Buy74
out of 100
Grade: B
PNC
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.3%
Fair Value
$312.78
Current Price
$128.03
$184.75 discount
Intrinsic value data unavailable for PNC.
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
Reasonable price relative to book value
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 36.7%
Large-cap with strong market position
Attractively priced relative to earnings
Generating 1.9B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.3x book value
Expensive relative to growth rate
Distress zone — elevated risk
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 : PNC
The strongest argument for PNC centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 31.3% and operating margin at 36.7%. Revenue growth of 13.8% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book.
Bear Case : PNC
The primary concerns for PNC are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
APH profiles as a growth stock while PNC is a mature play — different risk/reward profiles.
APH carries more volatility with a beta of 1.30 — expect wider price swings.
APH is growing revenue faster at 58.4% — sustainability is the question.
PNC generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
PNC scores higher overall (75/100 vs 74/100), backed by strong 31.3% margins and 13.8% revenue growth. APH offers better value entry with a 53.3% margin of safety. 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.
PNC Financial Services Group Inc
FINANCIAL SERVICES · BANKS - REGIONAL · USA
PNC Financial Services Group, Inc. (stylized as PNC) is a bank holding company and financial services corporation based in Pittsburgh, Pennsylvania. Its banking subsidiary, PNC Bank, operates in 21 states and the District of Columbia with 2,296 branches and 9,051 ATMs. The company also provides financial services such as asset management, wealth management, estate planning, loan servicing, and information processing.
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