Amphenol Corporation (APH)vsTE Connectivity Ltd (TEL)
APH
Amphenol Corporation
$77.55
-1.05%
TECHNOLOGY · Cap: $206.94B
TEL
TE Connectivity Ltd
$205.42
-0.57%
TECHNOLOGY · Cap: $61.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 50% more annual revenue ($29.01B vs $19.32B). APH leads profitability with a 17.7% profit margin vs 15.6%. TEL appears more attractively valued with a PEG of 0.88. APH earns a higher WallStSmart Score of 79/100 (B+).
APH
Strong Buy79
out of 100
Grade: B+
TEL
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+52.1%
Fair Value
$161.85
Current Price
$77.55
$84.30 discount
Intrinsic value data unavailable for TEL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Revenue surging 55.0% year-over-year
Earnings expanding 59.3% YoY
Growing faster than its price suggests
Strong operational efficiency at 29.8%
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Growing faster than its price suggests
Strong operational efficiency at 20.8%
Generating 1.2B in free cash flow
Areas to Watch
Trading at 12.3x book value
Elevated debt levels
Premium valuation, high expectations priced in
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : APH
The strongest argument for APH centers on Market Cap, Return on Equity, Revenue 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 : TEL
The strongest argument for TEL centers on Market Cap, Return on Equity, PEG Ratio. Profitability is solid with margins at 15.6% and operating margin at 20.8%. Revenue growth of 13.8% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are Price/Book, Debt/Equity, P/E Ratio. A P/E of 42.0x leaves little room for execution misses.
Bear Case : TEL
The primary concerns for TEL are Piotroski F-Score.
Key Dynamics to Monitor
APH profiles as a growth stock while TEL is a mature 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 55.0% — sustainability is the question.
TEL generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
APH scores higher overall (79/100 vs 74/100), backed by strong 17.7% margins and 55.0% revenue growth. 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.
TE Connectivity Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TE Connectivity is an American Swiss-domiciled technology company that designs and manufactures connectors and sensors for several industries, such as automotive, industrial equipment, data communication systems, aerospace, defense, medical, oil and gas, consumer electronics and energy.
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