Amphenol Corporation (APH)vsVodafone Group PLC ADR (VOD)
APH
Amphenol Corporation
$128.73
+0.60%
TECHNOLOGY · Cap: $157.29B
VOD
Vodafone Group PLC ADR
$14.72
+0.41%
COMMUNICATION SERVICES · Cap: $33.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Vodafone Group PLC ADR generates 68% more annual revenue ($38.78B vs $23.09B). APH leads profitability with a 18.5% profit margin vs -11.4%. VOD appears more attractively valued with a PEG of 0.61. APH earns a higher WallStSmart Score of 76/100 (B+).
APH
Strong Buy76
out of 100
Grade: B+
VOD
Buy51
out of 100
Grade: C-
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 VOD.
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
Growing faster than its price suggests
Generating 2.0B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.8x book value
ROE of -6.6% — below average capital efficiency
Earnings declined 15.4%
Distress zone — elevated risk
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 18.5% and operating margin at 27.5%. Revenue growth of 49.1% demonstrates continued momentum.
Bull Case : VOD
The strongest argument for VOD centers on PEG Ratio, Free Cash Flow. PEG of 0.61 suggests the stock is reasonably priced for its growth.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book.
Bear Case : VOD
The primary concerns for VOD are Return on Equity, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
APH profiles as a growth stock while VOD is a turnaround play — different risk/reward profiles.
APH carries more volatility with a beta of 1.21 — expect wider price swings.
APH is growing revenue faster at 49.1% — sustainability is the question.
VOD generates stronger free cash flow (2.0B), providing more financial flexibility.
Bottom Line
APH scores higher overall (76/100 vs 51/100), 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.
Vodafone Group PLC ADR
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Vodafone Group Plc is engaged in telecommunications services in Europe and internationally. The company is headquartered in Newbury, the United Kingdom.
Visit Website →Compare with Other ELECTRONIC COMPONENTS Stocks
Want to dig deeper into these stocks?