Amphenol Corporation (APH)vsSemilux International Ltd. Ordinary Shares (SELX)
APH
Amphenol Corporation
$128.73
+0.60%
TECHNOLOGY · Cap: $157.29B
SELX
Semilux International Ltd. Ordinary Shares
$0.40
-6.40%
TECHNOLOGY · Cap: $15.73M
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 19769% more annual revenue ($23.09B vs $116.23M). APH leads profitability with a 18.5% profit margin vs -119.7%. APH earns a higher WallStSmart Score of 76/100 (B+).
APH
Strong Buy76
out of 100
Grade: B+
SELX
Avoid23
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.8%
Fair Value
$156.78
Current Price
$128.73
$28.05 discount
Intrinsic value data unavailable for SELX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 37 in profit
Revenue surging 49.1% year-over-year
Earnings expanding 57.6% YoY
Large-cap with strong market position
Strong operational efficiency at 27.5%
Generating 1.5B in free cash flow
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.8x book value
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -86.6% — below average capital efficiency
Revenue declined 24.6%
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 18.5% and operating margin at 27.5%. Revenue growth of 49.1% demonstrates continued momentum.
Bull Case : SELX
The strongest argument for SELX centers on Price/Book.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book.
Bear Case : SELX
The primary concerns for SELX are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
APH profiles as a growth stock while SELX is a turnaround play — different risk/reward profiles.
APH carries more volatility with a beta of 1.21 — expect wider price swings.
APH is growing revenue faster at 49.1% — sustainability is the question.
APH generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
APH scores higher overall (76/100 vs 23/100), backed by strong 18.5% margins and 49.1% revenue growth. Both earn "Strong Buy" and "Avoid" 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.
Semilux International Ltd. Ordinary Shares
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Semilux International Ltd. (SELX) is a leading provider of advanced lighting solutions, distinguished by its focus on innovation and sustainability across diverse markets, including commercial, industrial, and residential sectors. The company's extensive portfolio features high-performance, energy-efficient products that adhere to the highest environmental standards, positioning Semilux at the forefront of the burgeoning smart lighting industry. Driven by a seasoned management team, Semilux is actively expanding its global operations to capitalize on the increasing demand for sustainable illumination, reinforcing its commitment to delivering cutting-edge technology and environmentally responsible solutions.
Compare with Other ELECTRONIC COMPONENTS Stocks
Want to dig deeper into these stocks?