Amphenol Corporation (APH)vsRichardson Electronics Ltd (RELL)
APH
Amphenol Corporation
$81.93
+1.38%
TECHNOLOGY · Cap: $195.67B
RELL
Richardson Electronics Ltd
$21.10
+5.50%
TECHNOLOGY · Cap: $275.81M
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 12045% more annual revenue ($29.01B vs $238.88M). APH leads profitability with a 17.7% profit margin vs 3.6%. APH appears more attractively valued with a PEG of 0.93. APH earns a higher WallStSmart Score of 78/100 (B+).
APH
Strong Buy78
out of 100
Grade: B+
RELL
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.1%
Fair Value
$160.51
Current Price
$81.93
$78.58 discount
Margin of Safety
-41.7%
Fair Value
$10.16
Current Price
$21.10
$10.94 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Revenue surging 55.0% year-over-year
Earnings expanding 59.3% YoY
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 29.8%
Earnings expanding 106.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
18.9% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
Trading at 13.0x book value
Elevated debt levels
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 2.4% — below average capital efficiency
3.6% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : APH
The strongest argument for APH centers on Return on Equity, Revenue Growth, EPS 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 : RELL
The strongest argument for RELL centers on EPS Growth, Debt/Equity, Altman Z-Score. Revenue growth of 18.9% demonstrates continued momentum. PEG of 1.04 suggests the stock is reasonably priced for its growth.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book, Debt/Equity.
Bear Case : RELL
The primary concerns for RELL are P/E Ratio, Market Cap, Return on Equity. Thin 3.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
RELL carries more volatility with a beta of 1.31 — expect wider price swings.
APH is growing revenue faster at 55.0% — 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 (78/100 vs 61/100), backed by strong 17.7% margins and 55.0% revenue growth. 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.
Richardson Electronics Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Richardson Electronics, Ltd. is engaged in microwave and power technologies, custom display solutions, and healthcare equipment businesses in North America, Asia Pacific, Europe, and Latin America. The company is headquartered in LaFox, Illinois.
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