Amphenol Corporation (APH)vsCelestica Inc. (CLS)
APH
Amphenol Corporation
$172.21
+0.51%
TECHNOLOGY · Cap: $185.16B
CLS
Celestica Inc.
$362.91
-2.22%
TECHNOLOGY · Cap: $38.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 66% more annual revenue ($25.90B vs $15.59B). APH leads profitability with a 17.2% profit margin vs 7.2%. CLS appears more attractively valued with a PEG of 1.00. APH earns a higher WallStSmart Score of 74/100 (B).
APH
Strong Buy74
out of 100
Grade: B
CLS
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.7%
Fair Value
$293.00
Current Price
$172.21
$120.79 discount
Intrinsic value data unavailable for CLS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 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
Generating 1.2B in free cash flow
Every $100 of equity generates 45 in profit
Revenue surging 62.4% year-over-year
Earnings expanding 74.2% YoY
Growing faster than its price suggests
Areas to Watch
Trading at 15.1x book value
Elevated debt levels
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 16.8x book value
7.2% margin — thin
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 : CLS
The strongest argument for CLS centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 62.4% demonstrates continued momentum. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bear Case : APH
The primary concerns for APH are Price/Book, Debt/Equity, P/E Ratio. A P/E of 45.3x leaves little room for execution misses.
Bear Case : CLS
The primary concerns for CLS are P/E Ratio, Price/Book, Profit Margin.
Key Dynamics to Monitor
APH profiles as a growth stock while CLS is a hypergrowth play — different risk/reward profiles.
CLS carries more volatility with a beta of 1.51 — expect wider price swings.
CLS is growing revenue faster at 62.4% — sustainability is the question.
APH generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
APH scores higher overall (74/100 vs 68/100), 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.
Celestica Inc.
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Celestica Inc. provides hardware platforms and supply chain solutions in North America, Europe, and Asia. The company is headquartered in Toronto, Canada.
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