Amphenol Corporation (APH)vsUber Technologies Inc (UBER)
APH
Amphenol Corporation
$127.96
-2.07%
TECHNOLOGY · Cap: $155.79B
UBER
Uber Technologies Inc
$72.34
-3.70%
TECHNOLOGY · Cap: $153.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 125% more annual revenue ($52.02B vs $23.09B). UBER leads profitability with a 19.3% profit margin vs 18.5%. APH appears more attractively valued with a PEG of 1.46. APH earns a higher WallStSmart Score of 76/100 (B+).
APH
Strong Buy76
out of 100
Grade: B+
UBER
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.7%
Fair Value
$151.63
Current Price
$127.96
$23.67 discount
Margin of Safety
-122.0%
Fair Value
$32.16
Current Price
$72.34
$40.18 premium
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
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Revenue surging 20.1% year-over-year
Generating 2.8B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.7x book value
Expensive relative to growth rate
Earnings declined 95.6%
Distress zone — elevated risk
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 : UBER
The strongest argument for UBER centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 19.3% and operating margin at 12.3%. Revenue growth of 20.1% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
UBER carries more volatility with a beta of 1.22 — expect wider price swings.
APH is growing revenue faster at 49.1% — sustainability is the question.
UBER generates stronger free cash flow (2.8B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APH scores higher overall (76/100 vs 56/100), backed by strong 18.5% margins and 49.1% 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.
Uber Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.
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