Amphenol Corporation (APH)vsDeswell Industries Inc (DSWL)
APH
Amphenol Corporation
$128.73
+0.60%
TECHNOLOGY · Cap: $157.29B
DSWL
Deswell Industries Inc
$3.26
+1.87%
TECHNOLOGY · Cap: $55.93M
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 34059% more annual revenue ($23.09B vs $67.61M). APH leads profitability with a 18.5% profit margin vs 16.5%. DSWL appears more attractively valued with a PEG of 0.89. APH earns a higher WallStSmart Score of 76/100 (B+).
APH
Strong Buy76
out of 100
Grade: B+
DSWL
Buy61
out of 100
Grade: C+
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
+86.3%
Fair Value
$26.38
Current Price
$3.26
$23.12 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
Attractively priced relative to earnings
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.8x book value
2.5% revenue growth
Smaller company, higher risk/reward
Operating margin of 4.2%
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 : DSWL
The strongest argument for DSWL centers on P/E Ratio, Price/Book, Altman Z-Score. Profitability is solid with margins at 16.5% and operating margin at 4.2%. PEG of 0.89 suggests the stock is reasonably priced for its growth.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book.
Bear Case : DSWL
The primary concerns for DSWL are Revenue Growth, Market Cap, Operating Margin.
Key Dynamics to Monitor
APH profiles as a growth stock while DSWL is a value play — different risk/reward profiles.
APH carries more volatility with a beta of 1.21 — expect wider price swings.
APH is growing revenue faster at 49.1% — sustainability is the question.
APH generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
APH scores higher overall (76/100 vs 61/100), backed by strong 18.5% margins and 49.1% revenue growth. DSWL offers better value entry with a 86.3% margin of safety. 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.
Deswell Industries Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · China
Deswell Industries, Inc. manufactures and sells injection molded plastic parts and components, electronic products and sub-assemblies, and metal molds and accessory parts to original equipment manufacturers and contractors. The company is headquartered in Macau.
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