Amphenol Corporation (APH)vsGauzy Ltd. Ordinary Shares (GAUZ)
APH
Amphenol Corporation
$146.78
+3.11%
TECHNOLOGY · Cap: $182.57B
GAUZ
Gauzy Ltd. Ordinary Shares
$0.67
-0.30%
TECHNOLOGY · Cap: $11.06M
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 26657% more annual revenue ($25.90B vs $96.81M). APH leads profitability with a 17.2% profit margin vs -39.6%. APH earns a higher WallStSmart Score of 74/100 (B).
APH
Strong Buy74
out of 100
Grade: B
GAUZ
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.5%
Fair Value
$296.26
Current Price
$146.78
$149.48 discount
Intrinsic value data unavailable for GAUZ.
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
Reasonable price relative to book value
Areas to Watch
Trading at 12.9x book value
Elevated debt levels
Premium valuation, high expectations priced in
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -214.8% — below average capital efficiency
Revenue declined 17.8%
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 : GAUZ
The strongest argument for GAUZ centers on Price/Book.
Bear Case : APH
The primary concerns for APH are Price/Book, Debt/Equity, P/E Ratio. A P/E of 42.5x leaves little room for execution misses.
Bear Case : GAUZ
The primary concerns for GAUZ are EPS Growth, Market Cap, Return on Equity. Debt-to-equity of 3.54 is elevated, increasing financial risk.
Key Dynamics to Monitor
APH profiles as a growth stock while GAUZ is a turnaround play — different risk/reward profiles.
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 31/100), backed by strong 17.2% margins and 58.4% revenue growth. Both earn "Strong Buy" and "Avoid" 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.
Gauzy Ltd. Ordinary Shares
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Gauzy Ltd. (Ticker: GAUZ) is a pioneering technology company specializing in advanced glass solutions, utilizing proprietary electrochromic and Suspended Particle Device (SPD) technologies to improve energy efficiency and aesthetic appeal in the automotive and architectural sectors. With a diverse array of strategic partnerships and a strong focus on sustainability, Gauzy is strategically positioned to capitalize on the growing global demand for intelligent building materials and innovative automotive applications. The company's advanced smart glass solutions aim to transform both commercial and residential environments, solidifying Gauzy's status as a key player in the dynamic market for smart design solutions.
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