Amphenol Corporation (APH)vsSony Group Corp (SONY)
APH
Amphenol Corporation
$74.59
+4.12%
TECHNOLOGY · Cap: $195.81B
SONY
Sony Group Corp
$27.00
-1.96%
TECHNOLOGY · Cap: $149.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Sony Group Corp generates 38317% more annual revenue ($12.70T vs $33.05B). APH leads profitability with a 17.9% profit margin vs -1.8%. APH appears more attractively valued with a PEG of 0.80. APH earns a higher WallStSmart Score of 78/100 (B+).
APH
Strong Buy78
out of 100
Grade: B+
SONY
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+56.6%
Fair Value
$182.59
Current Price
$74.59
$108.00 discount
Intrinsic value data unavailable for SONY.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Revenue surging 65.1% year-over-year
Earnings expanding 62.9% YoY
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 29.7%
Generating 102.6B in free cash flow
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 47.6% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 10.7x book value
Elevated debt levels
Expensive relative to growth rate
ROE of -2.6% — below average capital efficiency
Currently unprofitable
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 17.9% and operating margin at 29.7%. Revenue growth of 65.1% demonstrates continued momentum.
Bull Case : SONY
The strongest argument for SONY centers on Free Cash Flow, Market Cap, Debt/Equity.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book, Debt/Equity.
Bear Case : SONY
The primary concerns for SONY are PEG Ratio, Return on Equity, Profit Margin.
Key Dynamics to Monitor
APH profiles as a growth stock while SONY is a turnaround play — different risk/reward profiles.
APH carries more volatility with a beta of 1.24 — expect wider price swings.
APH is growing revenue faster at 65.1% — sustainability is the question.
SONY generates stronger free cash flow (102.6B), providing more financial flexibility.
Bottom Line
APH scores higher overall (78/100 vs 59/100), backed by strong 17.9% margins and 65.1% 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.
Sony Group Corp
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Sony Group Corporation designs, develops, produces and sells electronic equipment, instruments and devices for the consumer, professional and industrial markets worldwide. The company is headquartered in Tokyo, Japan.
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