Amphenol Corporation (APH)vsWells Fargo & Company (WFC)
APH
Amphenol Corporation
$128.03
-6.29%
TECHNOLOGY · Cap: $168.07B
WFC
Wells Fargo & Company
$75.64
-3.88%
FINANCIAL SERVICES · Cap: $242.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Wells Fargo & Company generates 213% more annual revenue ($81.14B vs $25.90B). WFC leads profitability with a 26.7% profit margin vs 17.2%. APH appears more attractively valued with a PEG of 1.17. WFC earns a higher WallStSmart Score of 74/100 (B).
APH
Strong Buy74
out of 100
Grade: B
WFC
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.5%
Fair Value
$313.74
Current Price
$128.03
$185.71 discount
Intrinsic value data unavailable for WFC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 37 in profit
Revenue surging 58.4% year-over-year
Large-cap with strong market position
Strong operational efficiency at 27.3%
Earnings expanding 24.1% YoY
Mega-cap, among the largest globally
Reasonable price relative to book value
Keeps 27 of every $100 in revenue as profit
Attractively priced relative to earnings
Strong operational efficiency at 29.4%
Generating 9.1B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.3x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : APH
The strongest argument for APH centers on Return on Equity, Revenue Growth, Market Cap. Profitability is solid with margins at 17.2% and operating margin at 27.3%. Revenue growth of 58.4% demonstrates continued momentum.
Bull Case : WFC
The strongest argument for WFC centers on Market Cap, Price/Book, Profit Margin. Profitability is solid with margins at 26.7% and operating margin at 29.4%. PEG of 1.43 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 : WFC
The primary concerns for WFC are Altman Z-Score.
Key Dynamics to Monitor
APH profiles as a growth stock while WFC is a mature play — different risk/reward profiles.
APH carries more volatility with a beta of 1.30 — expect wider price swings.
APH is growing revenue faster at 58.4% — sustainability is the question.
WFC generates stronger free cash flow (9.1B), providing more financial flexibility.
Bottom Line
APH scores higher overall (74/100 vs 74/100), backed by strong 17.2% margins and 58.4% 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.
Wells Fargo & Company
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Wells Fargo & Company is an American multinational financial services company with corporate headquarters in San Francisco, California, operational headquarters in Manhattan, and managerial offices throughout the United States and overseas.
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