Amphenol Corporation (APH)vsAT&T Inc (TBB)
APH
Amphenol Corporation
$128.73
+0.60%
TECHNOLOGY · Cap: $157.29B
TBB
AT&T Inc
$21.58
-0.05%
· Cap: $132.50B
Smart Verdict
WallStSmart Research — data-driven comparison
APH leads profitability with a 18.5% profit margin vs 0.0%. TBB trades at a lower P/E of 4.2x. APH earns a higher WallStSmart Score of 76/100 (B+).
APH
Strong Buy76
out of 100
Grade: B+
TBB
Avoid25
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 TBB.
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
Attractively priced relative to earnings
Large-cap with strong market position
Generating 4.5B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.8x book value
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
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 : TBB
The strongest argument for TBB centers on P/E Ratio, Market Cap, Free Cash Flow.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book.
Bear Case : TBB
The primary concerns for TBB are Revenue Growth, EPS Growth, Profit Margin. Debt-to-equity of 1.57 is elevated, increasing financial risk.
Key Dynamics to Monitor
APH profiles as a growth stock while TBB is a value play — different risk/reward profiles.
APH is growing revenue faster at 49.1% — sustainability is the question.
TBB generates stronger free cash flow (4.5B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APH scores higher overall (76/100 vs 25/100), 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.
AT&T Inc
· · USA
AT&T Inc. provides digital entertainment communications and services. The company is headquartered in Dallas, Texas.
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