Amphenol Corporation (APH)vsTE Connectivity Ltd (TEL)
APH
Amphenol Corporation
$74.59
+4.12%
TECHNOLOGY · Cap: $195.81B
TEL
TE Connectivity Ltd
$206.99
+0.32%
TECHNOLOGY · Cap: $61.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 66% more annual revenue ($33.05B vs $19.89B). APH leads profitability with a 17.9% profit margin vs 16.4%. 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+
TEL
Strong Buy76
out of 100
Grade: B+
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 TEL.
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%
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Strong operational efficiency at 21.1%
Earnings expanding 39.1% YoY
Generating 1.2B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 10.7x book value
Elevated debt levels
No major concerns identified
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 : TEL
The strongest argument for TEL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 21.1%. Revenue growth of 11.9% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book, Debt/Equity.
Bear Case : TEL
No major red flags identified for TEL, but monitor valuation.
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 65.1% — sustainability is the question.
TEL generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
APH scores higher overall (78/100 vs 76/100), backed by strong 17.9% margins and 65.1% 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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