Amphenol Corporation (APH)vsBarrick Mining Corporation (B)
APH
Amphenol Corporation
$128.73
+0.60%
TECHNOLOGY · Cap: $157.29B
B
Barrick Mining Corporation
$37.69
+1.48%
BASIC MATERIALS · Cap: $62.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 36% more annual revenue ($23.09B vs $16.96B). B leads profitability with a 29.4% profit margin vs 18.5%. APH appears more attractively valued with a PEG of 1.41. B earns a higher WallStSmart Score of 81/100 (A-).
APH
Strong Buy76
out of 100
Grade: B+
B
Exceptional Buy81
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.8%
Fair Value
$156.78
Current Price
$128.73
$28.05 discount
Margin of Safety
+65.3%
Fair Value
$137.12
Current Price
$37.69
$99.43 discount
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
Strong operational efficiency at 52.6%
Revenue surging 64.5% year-over-year
Earnings expanding 150.0% YoY
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Keeps 29 of every $100 in revenue as profit
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.8x book value
Expensive relative to growth rate
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 : B
The strongest argument for B centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 29.4% and operating margin at 52.6%. Revenue growth of 64.5% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book.
Bear Case : B
The primary concerns for B are PEG Ratio.
Key Dynamics to Monitor
APH carries more volatility with a beta of 1.21 — expect wider price swings.
B is growing revenue faster at 64.5% — sustainability is the question.
APH generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
B scores higher overall (81/100 vs 76/100), backed by strong 29.4% margins and 64.5% revenue growth. Both earn "Exceptional 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.
Barrick Mining Corporation
BASIC MATERIALS · GOLD · USA
Barnes Group Inc. provides engineering products, industrial technologies, and solutions in the United States and internationally. The company is headquartered in Bristol, Connecticut.
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