Amphenol Corporation (APH)vsBel Fuse A Inc (BELFA)
APH
Amphenol Corporation
$158.70
+2.57%
TECHNOLOGY · Cap: $195.10B
BELFA
Bel Fuse A Inc
$232.04
-5.96%
TECHNOLOGY · Cap: $3.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 3592% more annual revenue ($25.90B vs $701.71M). APH leads profitability with a 17.2% profit margin vs 7.8%. APH appears more attractively valued with a PEG of 1.32. APH earns a higher WallStSmart Score of 74/100 (B).
APH
Strong Buy74
out of 100
Grade: B
BELFA
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+43.8%
Fair Value
$295.42
Current Price
$158.70
$136.72 discount
Margin of Safety
-12.3%
Fair Value
$196.92
Current Price
$232.04
$35.12 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 32 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
17.2% revenue growth
Areas to Watch
Trading at 14.0x book value
Elevated debt levels
Premium valuation, high expectations priced in
Expensive relative to growth rate
7.8% margin — thin
Premium valuation, high expectations priced in
Earnings declined 36.8%
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 : BELFA
The strongest argument for BELFA centers on Revenue Growth. Revenue growth of 17.2% demonstrates continued momentum.
Bear Case : APH
The primary concerns for APH are Price/Book, Debt/Equity, P/E Ratio. A P/E of 45.7x leaves little room for execution misses.
Bear Case : BELFA
The primary concerns for BELFA are PEG Ratio, Profit Margin, P/E Ratio. A P/E of 63.0x leaves little room for execution misses.
Key Dynamics to Monitor
BELFA carries more volatility with a beta of 1.40 — expect wider price swings.
APH is growing revenue faster at 58.4% — sustainability is the question.
APH generates stronger free cash flow (830M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APH scores higher overall (74/100 vs 42/100), backed by strong 17.2% margins and 58.4% revenue growth. Both earn "Strong Buy" and "Hold" 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.
Bel Fuse A Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Bel Fuse Inc. designs, manufactures, markets, and sells products used in the networking, telecommunications, high-speed data transmission, commercial aerospace, military, broadcasting, transportation, and consumer electronics industries in the United States, Macao, United States. United. Kingdom, Slovakia, Germany, Switzerland and internationally. The company is headquartered in Jersey City, New Jersey.
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