Amphenol Corporation (APH)vsBroadcom Inc (AVGO)
APH
Amphenol Corporation
$128.03
-6.29%
TECHNOLOGY · Cap: $168.07B
AVGO
Broadcom Inc
$430.00
+4.23%
TECHNOLOGY · Cap: $2.04T
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 164% more annual revenue ($68.28B vs $25.90B). AVGO leads profitability with a 36.6% profit margin vs 17.2%. AVGO appears more attractively valued with a PEG of 0.93. AVGO earns a higher WallStSmart Score of 78/100 (B+).
APH
Strong Buy74
out of 100
Grade: B
AVGO
Strong Buy78
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 AVGO.
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
Every $100 of equity generates 33 in profit
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 44.9%
Growing faster than its price suggests
Revenue surging 29.5% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.3x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 25.5x book value
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 : AVGO
The strongest argument for AVGO centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 36.6% and operating margin at 44.9%. Revenue growth of 29.5% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book.
Bear Case : AVGO
The primary concerns for AVGO are Altman Z-Score, P/E Ratio, Price/Book. A P/E of 84.0x leaves little room for execution misses.
Key Dynamics to Monitor
AVGO carries more volatility with a beta of 1.44 — expect wider price swings.
APH is growing revenue faster at 58.4% — sustainability is the question.
AVGO generates stronger free cash flow (8.0B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AVGO scores higher overall (78/100 vs 74/100), backed by strong 36.6% margins and 29.5% revenue growth. APH offers better value entry with a 53.5% margin of safety. 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.
Broadcom Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Broadcom Inc. is an American designer, developer, manufacturer and global supplier of a wide range of semiconductor and infrastructure software products. Broadcom's product offerings serve the data center, networking, software, broadband, wireless, and storage and industrial markets.
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