Amphenol Corporation (APH)vsCTS Corporation (CTS)
APH
Amphenol Corporation
$165.15
+1.46%
TECHNOLOGY · Cap: $195.10B
CTS
CTS Corporation
$66.82
-5.18%
TECHNOLOGY · Cap: $1.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 4569% more annual revenue ($25.90B vs $554.78M). APH leads profitability with a 17.2% profit margin vs 12.5%. 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
CTS
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+43.8%
Fair Value
$295.42
Current Price
$165.15
$130.27 discount
Intrinsic value data unavailable for CTS.
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
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Earnings expanding 34.1% YoY
Areas to Watch
Trading at 14.5x book value
Elevated debt levels
Premium valuation, high expectations priced in
Expensive relative to growth rate
Moderate valuation
Smaller company, higher risk/reward
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 : CTS
The strongest argument for CTS centers on Altman Z-Score, Debt/Equity, EPS Growth. Revenue growth of 10.7% 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 : CTS
The primary concerns for CTS are PEG Ratio, P/E Ratio, Market Cap.
Key Dynamics to Monitor
APH profiles as a growth stock while CTS is a value play — different risk/reward profiles.
APH carries more volatility with a beta of 1.27 — 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.
Bottom Line
APH scores higher overall (74/100 vs 63/100), backed by strong 17.2% margins and 58.4% revenue growth. Both earn "Strong Buy" and "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.
CTS Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
CTS Corporation manufactures and sells sensors, actuators, and connectivity components in North America, Europe, and Asia. The company is headquartered in Lisle, Illinois.
Compare with Other ELECTRONIC COMPONENTS Stocks
Want to dig deeper into these stocks?